Bettendorf's Trusted Financial Partner

Tired of letting the tax man decide what you get to keep?

You built your wealth through hard work and smart decisions. Don't leave money on the table because you're navigating complex tax laws alone. Let's reclaim what's rightfully yours.

IRS Certified
15+ Years Experience
Professional financial consultation at Money Matters Inc
What We Do

Comprehensive financial solutions tailored to your unique situation

Whether you're an individual needing tax relief or a business seeking financial clarity, we provide the expertise and personalized attention you deserve.

Tax Preparation

Maximize your refund and minimize your liability with expert tax preparation for individuals, families, and small businesses. We stay current on all tax law changes.

  • Federal & State Returns
  • Business Tax Filing
  • IRS Representation

Bookkeeping

Keep your business finances organized and accurate. Our bookkeeping services give you real-time visibility into your financial health.

  • Monthly Reconciliation
  • Financial Statements
  • Payroll Support

Financial Advisory

Strategic financial planning to help you achieve your goals, whether it's retirement, business expansion, or wealth preservation.

  • Retirement Planning
  • Investment Strategy
  • Risk Management

Business Formation

Start your business on the right foot with proper entity selection, registration, and ongoing compliance support.

  • LLC & Corp Setup
  • EIN Acquisition
  • Compliance Filing

IRS Resolution

Facing an IRS audit or back taxes? We'll represent you and develop a strategy to resolve your tax debt efficiently.

  • Audit Representation
  • Offer in Compromise
  • Penalty Abatement

Year-Round Support

Financial planning isn't just for tax season. Get ongoing support and guidance throughout the year to stay on track.

  • Quarterly Reviews
  • Tax Planning Strategy
  • Direct Phone Access
Money Matters Inc office in Bettendorf
About Us

Your financial peace of mind is our mission

At Money Matters Inc, we understand that navigating the complex world of taxes and finance can feel overwhelming. That's why we've built our practice on a foundation of transparency, expertise, and genuine care for our clients' success.

Located in the heart of Bettendorf, we've been serving individuals and businesses throughout the Quad Cities area for over a decade. Our approach is simple: we take the time to understand your unique financial situation and develop strategies that work for you—not the other way around.

15+

Years of Experience

1,200+

Satisfied Clients

How It Works

Three simple steps to financial clarity

Getting started is easier than you think. Here's how we'll work together to achieve your financial goals.

01

Schedule a Consultation

Book a free initial consultation to discuss your financial situation and how we can help. We'll listen to your concerns and outline a preliminary strategy.

02

Gather Your Documents

We'll provide you with a clear checklist of documents needed. Our team will guide you through the process, making it simple and stress-free.

03

Receive Your Results

We'll review everything with you, answer your questions, and ensure you understand your financial position and next steps.

Client Testimonials

What our clients say about us

"Money Matters transformed my tax situation completely. They found deductions I never knew existed and saved me thousands. Highly recommend!"

S

Sarah M.

Small Business Owner

"Professional, knowledgeable, and always available when I have questions. They've been handling my business taxes for years and I couldn't be happier."

M

Michael T.

Restaurant Owner

"I was stressed about an IRS audit, but Money Matters handled everything professionally. They represented me and got the best possible outcome. Thank you!"

J

Jennifer L.

Retired Teacher

Ready to take control of your finances?

Schedule your free consultation today and discover how Money Matters Inc can help you achieve your financial goals.

Contact Us

Let's start a conversation

Have questions about our services? Want to schedule a consultation? Reach out to us using any of the methods below.

Our Office

943 State St
Bettendorf, IA 52722

Send Us a Message

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