Company Profile

Matoney Tax & Financial

Company Overview

Matoney Tax & Financial is a full-service financial planning, investment management, and tax firm based in Wakefield, Rhode Island. For decades, we have helped individuals and families make informed decisions about their finances by bringing investment and retirement planning together with year-round tax expertise. Our small team works closely with clients to understand their goals, develop practical strategies, and provide ongoing guidance as their financial lives evolve. By offering financial planning, investment management, and tax services under one roof, we are able to take a coordinated approach and build long term relationships with the clients and families we serve.

Company History

Matoney Tax & Financial has been serving individuals and families in Southern Rhode Island for decades. The firm was founded by Joseph P. Matoney Ph.D, CPA as a tax practice in the early 80's and expanded over the years to include financial planning and investment management services. In 2004, Joe’s son, Dan Matoney, joined the firm, helping continue its growth as a family-owned business focused on long term client relationships. Today, Matoney Tax & Financial provides integrated tax and financial guidance to individuals and families, including many relationships that have continued across generations.

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  • < a day ago

    Senior Tax Professional

    Matoney Tax & Financial - South Kingstown, RI, United States
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    We are an established, family-owned tax and financial planning firm seeking an experienced Senior Tax Advisorto take a leading role in individual tax preparation and year-round tax planning for our clients. This is an opportunity to step into a well developed practice with a loyal client base built over decades, experienced support staff, and established systems and workflows. Our team has worked through more than 20 tax seasons together and takes pride in providing knowledgeable, personal ...

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