Welcome to Powell United Financial Services, where financial expertise meets a commitment to personalized service. Meet the dynamic duo behind our success – Matthew and Dani Powell.
About Matthew:
With over two decades of experience in the financial industry, Matthew Powell is a seasoned professional committed to helping you achieve your financial goals and provide valuable fractional CFO services. As an Enrolled Agent, Matthew is authorized by the US Department of the Treasury to practice before the IRS. Not only is he a seasoned pro at business operations, tax resolution and tax planning, but he is also a licensed Insurance and Investments Agent and offers comprehensive solutions, including life insurance, IRAs, annuities, health insurance, employee benefits, and pension/401k products to help protect your family and implement some of the more nuanced tax strategies.
About Dani:
Dani, armed with a Masters's degree in business and years of experience as a QuickBooks Online ProAdvisor, brings a wealth of knowledge and a careful approach to top-notch bookkeeping. Dani is a meticulous accountant and business planner and is dedicated to optimizing your financial processes, ensuring accuracy, and empowering your business and personal finances to thrive for many years to come.
