Matt Plan

Web Site & Social Media

About Me

I specialize in helping restaurant and hospitality business owners recover the FICA tip tax credit—a federal credit that lets employers recoup their share of Social Security and Medicare taxes paid on tip income above the minimum wage threshold for 2022, 2023, and 2024. These are real dollars I guide clients through qualifying, documenting, and claiming this often overlooked credit to unlock untapped income, improve cash flow, and support business growth. My goal is to make this complex credit simple and actionable for hardworking business owners navigating today’s challenges.

About My Company

Plan Financial specializes in helping restaurant and hospitality business owners recover the FICA tip tax credit—a federal credit that lets employers recoup their share of Social Security and Medicare taxes paid on tip-income above the minimum wage threshold for 2022, 2023, and 2024. These are real dollars!

I guide clients through qualifying, documenting, and claiming this often overlooked credit to unlock untapped income, improve cash flow, and support business growth. My goal is to make this complex credit simple and actionable for hardworking business owners navigating today’s challenges.

Who I want to meet...

Restaurant Owners
Restaurant Controllers
Bars & Nightclubs
Food Trucks
Festivals and Food Halls
Cafes & Coffee Shops
Hotels & Resorts
Vendors & Concessionaires

A great referral for me is...

A Restaurant owner or group who have been in business for at least two years.