Contact | Matlock Books

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Phone

‪(864) 559-8393‬

Address

Serving North GA and Upstate SC businesses

Book

Schedule a Call!

Email

Jennifer@matlockbooks.com

Have Questions?

What does tax preparation include?

What if my books aren’t organized yet?

Do you only offer tax prep, or can you support me year-round?

What do you need from me to get started?

Do you offer tax planning or advisory services?

Do you support payroll too?

Do you work with clients outside of Upstate SC?

You’re not alone—many clients come to us with messy records or missing details. We’ll meet you where you are and help you get tax-ready without the shame or overwhelm.

We can quote cleanup/catch-up work if needed

You’ll get a clear plan before work begins

We’ll organize your records into tax-ready reporting

Monthly bookkeeping is available to prevent repeat stress

We’re always happy to explain what’s happening and keep you informed. If you want deeper planning and strategy, we can provide that too—it just needs its own scope.

Filing includes basic guidance and clarity

Ongoing planning is a separate service with defined deliverables

Scope stays clear so there are no surprises

We’ll recommend next steps when planning makes sense

Tax prep typically includes return preparation and filing support, a secure upload process, required forms/schedules, and a final review before e-filing.

1040, 1060, 1065, 1120-S

Business deductions

Business + owner filing coordination

Some clients just need filing support—others want help staying organized all year. Either way, we’ll help you choose what fits best without overcomplicating it.

Tax preparation is our core service

Monthly tax-ready bookkeeping is available

Payroll maintenance can be added as needed

Ongoing support helps reduce tax-time stress

Getting started is easy. We keep things simple with a secure process and a checklist, so you always know what to do next.

A quick intake form + basic details

Documents uploaded through our secure portal

Prior-year return (helpful, not always required)

Timely responses to questions to stay on schedule

Yes—payroll is one of those things that can create big problems when it isn’t tracked consistently. We offer payroll support to keep reporting accurate and year-end ready.

Payroll maintenance is available as an add-on

Helps keep reporting consistent and compliant

Supports year-end readiness (W-2/1099 coordination as applicable)

We love supporting local businesses, but our process works just as well virtually. If you’re outside the area, you’ll still get the same organized, guided experience.

Secure virtual services nationwide

Support across Upstate SC, North GA, Atlanta and beyond

Simple, clear communication and next steps

Easy upload + smooth process from start to finish

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