Personal Services

At Matherly Associates, Inc., we attend to the many demands of modern living so you can make the most of your personal time. We tailor our services to your particular needs; no client package is exactly the same.

Personal Services Include:

• Federal Tax Services, including
• Year-Round General Bookkeeping and Accounting
• Professional Tax Preparation
• Bill Pay and Cash Management Services
• Household Payroll 
• Bank and Credit Card Monitoring
• Mortgage, Refinance and Loan Applications

Our client base includes individuals of all types:

• Busy executives and business owners
• Fishermen, pilots and other frequent travelers
• Estates
• Disabled or elderly individuals

We manage individuals and families of all types. The amount of time spent on each client ranges from one hour every three months to 7-8 hours per week.