Matthew Rzepka

About Matthew Rzepka

CPA and CFP™ who breaks down tax and finance in easy to follow and understand language. We have conversations with our clients about tax and finance no one else is having. Our most common client response is “why aren’t more people sharing this information.” We have a unique and customized approach to help individuals and business identify money they are losing unknowingly and unnecessarily. Once identified we help show them ways to put that money to work for them and not continue losing it to someone else. This is called a wealth transfer - we identify and stop wealth transfers so instead you can instead help grow your wealth. What is one of the largest wealth transfers people are losing and don’t even know it? INCOME TAXES Worse yet, this wealth transfer is likely only to get tremendously worse for the American taxpayers in the future. For more information about taxes today and into the future, and for related tax planning strategies to protect your money from higher taxes, please contact Alicia at a••••••@vofcpa.com to schedule an appointment or zoom conference. Additionally, if you would like to live your retirement years tax free in the 0% tax bracket, please contact Alicia to schedule an appointment to get started on this analysis. Don’t procrastinate! The more time you have before starting your retirement the more options you have to live a tax free retirement. With the new tax laws in 2018 there is no better time than now to begin implementing a tax free retirement transition plan! Email Alicia at a••••••@vofcpa.com for more information. DISCLOSURE: Email sent through the Internet is not secure. Do not use email to send confidential information. Do not email orders to buy or sell securities, transfer funds, or send time sensitive instructions; such orders or instructions cannot be accepted. Your email message is not private; it is subject to review by the firm, its officers, employees and regulatory authorities. Certain appropriately licensed individuals of Valley Oak Financial are registered to offer securities and investment advisory services through Forta Financial Group, Inc.(\"Forta\"), member FINRA/SIPC. Valley Oak Financial, PLC is not affiliated with Forta. Forta does not provide tax or legal advice.

Experience

1. Owner

   Valley Oak

   Jun 2006 — Present · Kalamazoo, MI, US

   Through proper planning, I help people keep more of what they earn either through their place of employment or their own privately held business.

Education

• Saginaw Valley State University - College of Business and Management

  BBA

  1997 — 2001

Skills

• Financial Planning
• Cpa
• Tax
• Tax Returns
• Analysis
• Quickbooks
• Estate Tax Planning
• Income Tax
• Estate Planning
• Corporate Tax
• Financial Reporting
• Personalized Service
• Tax Preparation
• Accounting
• Gaap