The Mattox Group

01/01/2026

12/24/2025

Wishing one and all a Merry Christmas and an abundant New Year!

We’re returning to the office January 5th, and back open to our clients and the public on January 12th, geared up for what may well be the most interesting tax season in memory.

As we celebrate 18 years in business, and the commencement of our 19th tax season, we’re thankful for each and every client, colleague, and friend who has and continues to make each day interesting. Allons y!

As the year comes to a close, we want to take a moment to say thank you.This video is our heartfelt message to our clients, colleagues, friends, and future p...

11/14/2025

is upon us and the Monterey County Gives Campaign is back to continue supporting outstanding charities across our region. In our newest video we discuss new changes to the tax code that incentive giving. Give us a view, like, and subscribe to stay tuned for our next relevant videos.

Outrageous Generosity: Saving Taxes, Changing Lives

Thinking about giving more this year?In this video, we explore why generosity is one of the most meaningful financial decisions you can make, and how new cha...

11/11/2025

On we pause to honor and thank all who have served our country, past and present. At The Mattox Group, proudly Veteran-owned and Veteran-serving, we’re especially grateful for your sacrifice, dedication and service.

Today, and every day, we salute you. Thank you for your courage. ​💚💙❤️🤍

08/27/2025

Attention Tipped Workers! New Tax Benefit for 2025

Wondering how to deduct your tipped income?
Confused about how you'll benefit under the new tax bill?
Afraid your employer won't report your benefits correctly?

As your trusted tax advisors, we’ll walk you through the latest updates in plain language, share real-world examples, and give you strategies you can use today. From hospitality, service workers, and beyond, we'll help you understand this new tax benefit, and how best to make informed financial decisions.

Watch the video here: https://youtu.be/MUMYUx3BL_Y

You’ll learn:
• Who qualifies for the new deduction and when it applies.
• How it affects federal and California state returns.
• The steps to take before year-end to reduce your tax bill.
• How to keep great records to maximize your benefit.

With nearly 20 years advising California families and small businesses, The Mattox Group helps you navigate complex tax law with clarity and confidence.

📞 Schedule your consultation:
https://calendly.com/vanessatmg/exploratory-meeting

Grab helpful tools for your tax journey:
https://www.themattoxgroup.com/tax-services

Always curious, never judgmental, your financial journey is unique — we’re here to guide you every step of the way.

Wondering how to deduct your tipped income? Confused about how you'll benefit under the new tax bill?Afraid your employer won't report your benefits correctl...

08/14/2025

https://youtu.be/s0hWKNQu1iE?si=Xni-b23QlZNHcxOr

Worried about how the new Senior Deduction could affect your Social Security taxes? In our latest video, J breaks down what’s changing in 2025 — and how you can keep more of your hard-earned retirement income.

As your trusted tax advisors, J will walk you through the latest updates in plain language, share real-world examples, and give you strategies you can use today. Whether you’re retired, self-employed, or planning ahead, this guide will help you make informed, confident financial decisions.

You’ll learn:
• Who qualifies for the new deduction and when it applies.
• How it affects federal and California state returns.
• The steps to take before year-end to reduce your tax bill.

With nearly 20 years advising California families and small businesses, The Mattox Group helps you navigate complex tax law with clarity and confidence.

📞 Schedule your complimentary consultation:
https://calendly.com/vanessatmg/explo...

💌 Read our Social Security Taxation White Paper: https://static1.squarespace.com/stati...

Always curious, never judgemental, your financial journey is unique — we’re here to guide you every step of the way.

Worried about how the new Senior Deduction could affect your Social Security taxes? In this video, we’ll break down what’s changing in 2025 — and how you can...

12/25/2024

Wishing one and all a Very Merry Christmas and a Happy Holiday Season. Our offices are currently closed for the holidays, and we'll return on January
13, 2025. See you in the New Year!