Croad & Associates

Specialties

At Croad & Associates we specialize in offering a full suite of services to help our clients take control of their financial situation in business as well as individual endeavors. This strategy starts with an in-​depth review of your current situation where we take the time to understand all aspects of your business and financial goals now as well as in the future.

We prepare tax returns of all kinds: Individuals, C Corporations, S Corporations, Foundations, Non-​Profit Organizations, Partnerships, LLCs, Trusts, and Estates.

We also offer Bookkeeping/​Accounting, Payroll, and Corporate Compliance services.

Meet the Business Owner

Matthew C.

Business Owner

Matt began working in the financial industry in 1999 as a life insurance agent and securities broker. After being in the investment world, he knew that reducing taxes has the single greatest affect on accumulating wealth. Consequently, after a brief exploration into the world of tax and discovering that many more people could be helped with tax planning, the transition from investments to taxes was complete.

Since 2005, Matt has obtained an Enrolled Agents license which provides the ability to represent any person or entity before the IRS. He is also a member of the Redlands Chamber of Commerce and is involved in the OCEA and IEEA.

Matt’s focus is on education and planning. He spends hundreds of hours in continuing education every year. He wants every client to understand how a whole life approach to taxes and investments will yield the best results. Matt has studied Martial Arts for over 14 years and is a 4^th degree black belt. He lives in Cherry Valley with his wife and sons.