Expert tax planning, accounting, and financial consulting for individuals and small businesses on the Eastside of Seattle and beyond.
From individual tax returns to full-service business accounting, I provide the clarity and expertise you need to make confident financial decisions — and no surprises.
Individual, business, trust, and estate tax returns prepared accurately and on time. I maximize your deductions while keeping you compliant.
Proactive year-round strategy to minimize your tax liability. Retirement planning, entity structuring, and estimated tax management.
Monthly bookkeeping, financial statements, payroll processing, and cash flow analysis to keep your business running smoothly.
Guidance on choosing the right entity structure — LLC, S-Corp, C-Corp — and setting up your accounting system from day one.
If you're facing an audit or notice, I handle communications with the IRS on your behalf, protecting your rights throughout the process.
Strategic advice on business acquisitions, succession planning, and financial modeling to support your long-term growth goals.
I'm Matt Phillipy, an Eastside of Seattle native and a Certified Public Accountant with over 20 years of experience helping individuals and businesses of all shapes and sizes navigate complex tax and accounting challenges.
My practice is based on a simple belief: every client deserves personalized attention and straightforward advice.
Whether you're a first-time filer, a growing small business, or planning for retirement, I'm here to make reaching your financial goals easier.
We meet (in person or virtually) to understand your situation and determine how I can help.
Securely upload your documents through my client portal — safe, encrypted, and easy.
I prepare your returns or financials with meticulous attention to accuracy and optimization.
We review results together and build a forward-looking strategy for the year ahead.
Ready to get started? Fill out the form and I'll be in touch within one business day to schedule your free consultation.
Kappa Accounting & Tax proudly serves individuals and businesses throughout the Rogue Valley and Southern Oregon, including Medford, Ashland, Grants Pass, Jacksonville, Central Point, Eagle Point, White City, Talent, Phoenix, and surrounding communities. Whether you need tax preparation, bookkeeping, small business accounting, payroll services, or IRS representation, our CPA team is here to help.
Services: Individual Tax Returns · Business Tax Returns · S-Corp & LLC Accounting · Partnership Returns · QuickBooks Setup & Consulting · Payroll Tax · Oregon State Tax · Tax Planning · IRS Representation · Bookkeeping