At Herij Matrix, we apply known Errors and Expertise to craft actionable plans to keep your money moving forward.
We advise People & Businesses to use Creative ways to Optimize their current Portfolio.
STRATEGY
If you earn it, you can surely grow it. Together we will access solutions that bring short term increases and long term gains.
RESULTS
By challenging your
current thought process, we will aim to achieve better results with our
properiotary methods and produce new findings with data.
EXPERTISE
From our humble years
as Auditors to a budding Income Tax Preparation firm in 2003, to continuously
leveraging partnerships keeps our matrix equipped to plan, move, and grow your
finances.
Our Financial strength is built by the partnerships we've develop
and nurtured with our clients.
Our specialized In-Network partner sites
can essentially help you market to the right market, every time.
You are unique and so should the plan needed to expand your wealth.
Fundamentally, working with a Financial Strategist is paramount to your
success and ours. At Herij Matrix, we don't believe in taking the
traditional approach with anything financial, because markets change
often. Helping clients achieve their financial goals is our most worthy
enterprise.
Helping clients achieve their financial goals is our most worthy
enterprise.
Whether you’re building a nest egg, planning for retirement,
deciding on
insurance or preparing an estate, our Wealth Management team will
develop personalized strategies to build, manage and preserve your
wealth.
Whether
your goal is to locate over 300 Tax Saving ideas, resell Income Tax Software, strategize for lower interest rates, connect Payroll Services for your
employees, or find the latest stocks to invest in, we're here.
Our Services
Financial Software
We go beyond excellent Service, and Support, we help you Market and Incentivize your Annual Software to Prepare Financial Documents for clients.
Social Media Marketing
Our Partners receive Custom Marketing Materials and the connection to Automate their social strategies online.
BUSINESS LOANS
We provide the platform to apply and understand how Business loans and Business credit works in todays financial age.
FEDERAL AND STATE TAX
We enjoy handling your Personal 1040, Personal and Micro Business Schedule C, 990 Non-Profits, 1065 Partnerships forms with ease.
TRAINING ACADEMY
Our LMS will provide instructor led and at-your-pace classes focusing on Taxes, Life Insurance, Credit, Marketing, HomeOwnership, and Sals Tactics.
PAYROLL SERVICES
Whether a company is a SMLLC or a C-Corp with thousands of Employees and Benefit plans, we provide secure platforms that handle both Federal and State tax payments and on-time Payroll.
YEARS IN BIZ
20
PARTNERS
14
clients
723
LOCATION
IL
about us
Your Business + Our 8R’s of Finances
empowers individuals of families and businesses without judgment but with
coaching to develop forward thinking solutions.
We're the Financial Partners available via video, in-person, at a tradeshow, or by phone. We aim to assist.
Our goals
We're banking on continuing to help you grow today, and tomorrow with strong financial strategies.
Book a Discovery Call
A Specialist that can help you with your latest Financial endeavor is available: Mon-Fri: 10:00am - 8:00pm Sat: 11:00am - 3:00pm
Set Your Next Appointment
With a set Appointment, you can Guarantee that your questions are answered fully and yOu have the undivided attention of your tax expert to discuss your personal or business matters.
Get money management and loan tips here!
Technology has forever changed the world we live in. We're online, in one way or another, all day long. As 2022 comes to a close, let's work together to make this
years finances moving forward. Call 833-944-6292 ext. 870 today.