About Our Firm
For years, Money Matters Tax Service has been providing quality, personalized financial guidance to local individuals and businesses. Money Matters Tax Service's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Money Matters Tax Service is one of the leading firms in and throughout Manhattan Beach. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Money Matters Tax Service is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Manhattan Beach's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Manhattan Beach. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Money Matters Tax Service receive competent and timely advice.
Dana Laurence
Dana Laurence is a senior tax accountant with Money Matters and has been helping individuals and businesses navigate the tricky tax waters for over 35 years. He has a true passion for dealing with taxes, tax strategies, and business start ups. Although his calendar is full and he is not accepting new clients, he still oversees the operations of Money Matters and works hand-in-hand with our team to ensure that we are up-to-date on all issues.
Samantha Cowles
Samantha Cowles is an Enrolled Agent and tax preparer at Money Matters Tax Service. She is well versed in the tax preparation of Individuals, Corporations, Partnerships, Estates, and Decedents Trusts. Her services also involve incorporation consultations and financial tax planning. Samantha is currently taking on new clients. If you would like to schedule an appointment with her please see our New Client page for further details.
Jamie Padilla
Jamie Padilla is our Office Manager and is the point of contact for scheduling appointments, responding to emails, and handling notices you may receive from the IRS or FTB. With 15 years at Money Matters, Jamie is well adept at handling our clients tax questions.
HANNAH LAURENCE
Hannah Laurence is our office assistant and will help you with scheduling and confirming your appointments. Hannah can send you copies of your tax returns via email and direct you on how to get your questions answered.
CHEYANNE PUCKETT
Cheyanne Puckett is also an office assistant and will help you with your questions/scheduling needs when you call our office.