The Mattox Group - Monterey, California

Whitney A.

My husband and I have been working with J for a year now and look forward to our meetings. J is personable and makes the financial matters easier for us to understand. He always does an amazing job estimating tax expenses even with a newly opened and expanding business. J helps us make sure we’re on track for long term growth and success in all aspects while ensuring we’re maximizing deductions.

Sheila K.

J and Brittney are beyond wonderful and competent. We thought we were on the hook for $200K in capital gains for the sale of a rental property - this is per our old CPA (who just mailed it in and charged us every time we asked her a question). J brought our liability down to to 60K by digging into our past taxes and found an error our old CPA had made and unclaimed write offs we could take. He's amazing! We are retired and the 140K we saved by his diligence was so welcomes.

Also, for the first time, we had a half year review with him and identified ways we can keep our tax liability down for this tax year.

We do not hear the Ka-ching Ka-ching every time we ask him a question either.

They are simply amazing. I cannot sing their praises enough.

Ashton D.

The Mattox Group is phenomenal! Mr. Fagan and Mrs. Davis were really helpful and answered all of my questions. Last year was the first time I had to factor in being married and being a new commissionee into the military into doing my taxes and the Mattox Group helped me to understand what was needed to file in a new tax category. The mid year and end of the year meetings allowed me to ask tax related questions as my life changed throughout the year and helped me to better understand what to expect when filing for the next year.

greg N.

J has been providing us tax advice and filing our return for 14 years now. They are knowledgeable, professional, and always looking for ways to help. We've seen their business continually grow, which is the ultimate testament to the value they create and the service they provide.

Mary P. S.

J Fagan and his team are reliable, professional, and knowledgable. J helps my family achieve our goals and provides expert advice in a very personable manner. Small town hospitality and integrity combined with big city expertise and savviness. The perfect combo! I give my highest recommendation.

Samantha N.

The Mattox Group has been nothing but phenomenal. From the initial time I called in and spoke with the receptionist, to the time of my first consultation with J. Fagan. What an exceptional group of individuals. Not only are they incredibly knowledgable in their field, but they are also kind and personable people. It is rare to find such a combination.

Dusan T.

We have been using the Mattox group for a couple of years now, and have only positive things to say. J and his team are friendly, knowledgable, efficient, and a pleasure to work with.

Zane R.

My experience with these professionals has been nothing short of amazing. They really take the time to help you with all your needs and questions. They have gone above and beyond with me personally many times.