Franciscan Financial

Long story short, we have a family member that has been designated CPA for a few years. We filed our 2024 taxes with them and ended up getting not good news when we got our return back from them. I reached out to Matt for his opinion on the situation. Matt took over and filed an amended return for us. Matt saved us a few thousand dollars and helped us utilize more write offs to optimize our return! I will be recommending Matt to EVERYONE moving forward. Thank you Matt for being so great and being the best at what you do.

I had a lot of stress about my returns and with Matt’s help that was very much reduced. Being self-employed comes with a lot of responsibility and the tax side of things can be an additional stressor that take away from running the business. I am glad I found Matt to ease a large amount of that and recommend him to ANYONE that pays taxes.

Matt with Franciscan Financial helped me with my taxes last year and I am definitely using his services this year again. He is very responsive and knowledgable about taxes and very professional.

I had the pleasure of working with Franciscan Financial recently, specifically with their principal, Matt, and I couldn't be more satisfied with the service I received. Matt assisted me in setting up a revocable trust, and the entire process was incredibly fast and easy. What stood out to me the most was Matt's impeccable attention to detail when dealing with such a crucial matter. He took the time to listen to my needs and concerns, ensuring that the trust was tailored to my specific requirements. His expertise and knowledge in estate planning were evident, and I felt reassured throughout the entire process. Matt made sure to explain everything in a clear and understandable manner, eliminating any confusion I had about the legal aspects of setting up a revocable trust. I truly appreciated his patience and willingness to answer all my questions thoroughly. Franciscan Financial's team was professional and courteous from the beginning to the end. The paperwork and formalities were handled efficiently, leaving me with a sense of confidence that everything was taken care of properly. I highly recommend Franciscan Financial, and especially Matt, to anyone seeking expert assistance with estate planning matters. Their commitment to excellent service and attention to detail made this important process smooth and stress-free. Thank you, Matt and the entire team at Franciscan Financial, for your exceptional support!

Matt has been an amazing partner to me over the past 3 years. He has helped me tremendously with both of my businesses plus my personal finances. He is patient, dependable, strategic, and knowledgeable. I highly recommend!