Knowledge with a Smile.

MCB is quite pleased to provide you with the most forward-thinking, strategic knowledge and resources. In fact, it is a top priority. The talent, knowledge and expertise of our team—from Principals and practice leaders to each member of our staff—are what make us a very different firm. We understand the most pertinent financial challenges you face, and we are ready to help you navigate through all those complexities.

So, take a look around and enjoy the latest insights, research, due diligence and timely information to accelerate your business and growth strategies.

Latest Thinking

IRAs Taxes, Rules and Withdrawal Strategies

IRAs: Taxes, Rules and Withdrawal Strategies

An individual retirement account is a tax-advantaged account designed to help you save for retirement. The two most common types — traditional and Roth — differ mainly in when you pay income taxes. With a traditional IRA, your contributions may reduce your taxable...

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529 - College Savings Plans

What You Should Know About 529 Plans

Section 529 plans are sponsored by states or educational institutions. They were originally designed to cover college costs, but their use has expanded to include postsecondary education, K-12 tuition (up to $10,000 per year), apprenticeships and credentialing...

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Federal Taxes

Seasonal Help? Part-Time Help? Don’t Forget the Taxes!

Seasonal and part-time employees are subject to the same federal income tax withholding, Social Security, and Medicare tax rules as other employees, advises the IRS. Employers must withhold and pay employment taxes on wages paid to these workers. It can be easy to...

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R&D Tax Credit

Understanding the Federal R&D Tax Credit

At its core, the federal R&D tax credit was enacted in 1981 to stimulate innovation and business investment. It provides dollar-for-dollar savings tied to qualified research activities. In addition, many states now offer similar tax credits. As a result,...

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IRS - Offer in Compromise

Understanding the IRS Offer in Compromise

If you are behind on your taxes and cannot afford to pay the full amount owed, an offer in compromise may be an option. The IRS may accept an offer in several situations. It may determine that collecting the full tax liability is unlikely, even with additional...

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Estate Planning - Tax and Trusts

The Value of Trusts in Estate Planning

Trusts are a foundational estate planning tool. They allow you to establish legally binding rules for asset distribution after your death. They also provide management guidelines during your lifetime. A trust can operate continuously while you're healthy, during...

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Rui Sun Selected for the 2026 AICPA Leadership Academy

MCB is pleased to announce Rui Sun has been accepted into the AICPA Leadership Academy for 2026. This highly-competitive program brings together just 36 emerging leaders nationwide and is designed to enrich professional development, challenge participants to grow...

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Tax Time 2026

Never Mind April 15: It’s Tax Time Now!

It’s halfway through the year, which is a great time for taxpayers to do a quick check to make sure they’re on a smooth track for the April 15 tax filing season, advises the IRS. It's posted the following tips: Keep good tax records. Taxpayers should keep all...

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Happy Clients

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You’re not just a number at Matthews, Carter & Boyce. You have a relationship where you can sit down as human beings and talk business. I don’t feel like every time I pick up the phone the clock is ticking and they’re charging me. I can call them and get advice when I need it, and they do that every single time.”
—Noe Landini, Owner/Manager

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Matthews, Carter & Boyce has been a true partner in delivering results for us; they work collaboratively with our team and are not just a tax service provider.”
—James Brinkman, Senior Vice President, CFO

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You want someone who has the understanding and capacity to go beyond just simple advice in preparing your returns. You want someone who looks to understand your entire picture. That’s what I have with my MCB tax professional.”
—Kevyn D. Orr, Partner-In-Charge, Jones Day — Washington, DC