Tax Tip

You should review your last three year's tax returns to determine if you had qualified for any additional tax savings. You may amend a tax return, at any time, during that three-year period for legitimate tax reasons without the fear of triggering an audit. The IRS will work with you in order to ensure you have not overpaid your tax liability erroneously. (IRS - Form 1040x)

Through consistent effort and a reputation for integrity and exceptional service, Matthew Barbis & Co. has built a solid base of satisfied clients. Each client�s individual financial situation is carefully examined and important tax considerations are uniquely evaluated.

When asked about his work philosophy in dealing with clients, Matthew speaks with sincerity: �I am fully committed to helping my clients achieve their financial goals and objectives through open channels of communication and the development of personally tailored solutions. I seek to provide my clients with the finest quality service available in the financial services industry.�

Mr. Barbis� business career concentration is on personal income tax preparation and providing financial education for his clientele of individuals and Fortune 500 companies. His staff is also dedicated to continual education with tax-related matters, and strives to deliver each client with the highest level of service available in the tax preparation world.

Matthew J. Barbis graduated from St. Joseph�s College, earning a bachelor�s degree in business administration. He has earned New York State Certificates in Leadership and Supervision, and Management and is currently finishing his Master�s Degree at The College For Financial Planning. Matthew�s professional affiliation is with The National Association of Tax Professionals. In sharing his expertise with others, Matthew personally conducts the firm�s employee education workshops for leading corporations along the Eastern seaboard of the United States.

Additionally, Matt Barbis serves as Chairman for The Rose Brucia Educational Foundation which is a 501(c)3 non-profit organization that is working to reduce the number of child abductions in America.  The Foundation teaches stranger safety to elementary school-aged children through the use of puppets and a live self-defense demonstration.

Matt volunteers for Island Harvest; bringing food back to distribution centers for disbursement to families during the holiday season and also continues to serve as an executive board member for The St. Joseph’s College Alumni Association in Patchogue, New York.

 


 

 

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September 2003
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September 2003
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Tax Quote

"The hardest thing in the world to understand is income tax."

-Albert Einstein

 
 
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