About Matthew Stelmaszek
EA, ChFC®, MQFP® | Air Force Veteran & Tax Expert
As a proud Air Force veteran and former firefighter/EMT, I am an IRS Enrolled Agent (EA), Chartered Financial Consultant® (ChFC®), and Military Qualified Financial Planner® (MQFP®). I specialize in assisting military members, veterans, DIY landlords, and solopreneurs with their tax returns.
I understand the unique challenges you face as a small business owner and spouse of an active duty service member.
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally-authorized tax practitioner enrolled to practice before the IRS with unlimited representation rights. Unlike other tax preparers, I can represent you before the IRS even if I did not prepare your return. Whether you're facing an audit, collection issue, or appeal, I can advocate on your behalf at all administrative levels of the IRS.
What is a ChFC®?
The Chartered Financial Consultant designation is a professional that represents the successful completion of a comprehensive course of financial education, examinations, and practical experience. Individuals who have earned this designation are widely recognized for their extensive knowledge in financial matters and their ability to provide sound advice to clients. The rigorous coursework and practical experience required to earn this designation ensure that Chartered Financial Consultants are highly qualified professionals who possess the skills and expertise necessary to provide exceptional financial guidance.
What is a MQFP®?
The MQFP® is a FINRA-recognized professional designation for financial planners who specialize in serving military families. An MQFP® also holds the CFP®, AFC®, ChFC®, CFA®, CPA, or a State Bar Association license in good standing. An MQFP® operates in a fee-only capacity (no sales, commissions, etc.), works at a firm that also only receives compensation from clients, and is not married to anyone that works in a financial sales capacity.
Got Questions? Get in Touch
Your journey with us starts here. Whether you have inquiries about our services or want to discuss a potential collaboration, we're here to help. Reach out to us through your preferred channel and let's begin a fruitful partnership.
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