Matoney Tax & Financial
30 Holley Street
Wakefield, RI 02879

401-789-5262 (Fax)

Please select a service to make a booking. If you are a new or prospective client please call our office directly.

Tax Appointment (existing tax clients only)

Please note these appointments are only 30 minutes long so be sure to arrive on time and we will do our best to see you promptly. If we helped you with your return last year you should have received a paper organizer from us by mail in early January. Please do your best to fill this out and bring it to the meeting. If you have difficulty filling it out, please be sure to bring this paper organizer to our meeting because it helps us. If you need another copy, feel free to call the office and we will be happy to send one along to you.

(30 minutes)

Financial Planning Appointment

We schedule 90 minutes for Financial Planning meetings but these meetings typically last about an hour. Please be sure to bring your most recent statements for all investment accounts to the meeting. If you are not a current tax client of ours please bring your latest tax return as well.

(1 hour and 30 minutes)