tax resolution
Tax Planning

About The Company

Mallari Tax and Lady J Speaks are sister corporations founded on the principle that small businesses are the cornerstone of a robust economy. Our mission extends beyond providing superior tax services; we aim to empower businesses with the comprehensive knowledge and tools necessary for sustainable growth. Specializing in strategic tax planning, advisory, and comprehensive resolution, we navigate the complexities of tax laws to safeguard the financial stability of our clients.

Understanding the challenges faced by small businesses, Mallari Tax was established to offer in-depth Tax Accounting, Planning, and Bookkeeping Solutions. Our approach is proactive, innovative, and tailored to meet the dynamic needs of today’s businesses, especially in light of evolving tax legislation and the challenges posed by the COVID-19 pandemic. We are committed to equipping our clients with strategic Tax Plans that ensure their success and peace of mind.

Lady J Speaks expands on this vision by focusing on the crucial educational component often missing in small business management. Recognizing that 85% of businesses fail within their first five years due to a lack of comprehensive financial oversight, Lady J Speaks offers self-led educational resources, including e-books, courses, and personalized coaching. This initiative is dedicated to filling the gap in CFO-level guidance, covering essential areas such as accounting, legal, insurance, HR, and strategic advisory services that are pivotal for growth and stability.

Our Values: Representation. Protection. Savings.

What We Do

Tax Solutions

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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CFO Services

Timely, efficient bookkeeping services are available for businesses of all sizes. Total payroll services for small business clients,Federal and State tax filings, issuance of checks and preparation of all W-2’s and 1099 forms.

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Business Advisory

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.We provide simple or detailed valuation reports. Expert advice- create business value. Call For Free Consult. Call for Free Quote

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Other Services

Bookkeeping Services

We help you focus on your mission of uplifting your legacy. Our team of CPAs, EAs and bookkeepers takes care of your needs to help you meet donor accountability and everchanging regulations. We deliver comprehensive service solutions. From bookkeeping, preparing for your audit, preparation and filing of your Federal Form, or business management. With solid bookkeeping, your BUSINESS can continue to fulfill its mission.


We offer a range of affordable bookkeeping services. You can choose if you’d like to outsource just one aspect such as bookkeeping or partner with us to handle all of your service needs. We use the latest in service technology, including Quickbooks Online, so your services needs are met efficiently and accurately. This means you will get monthly financial reports each month and on time. You will also have access to your cloud-based software for full transparency.

How We Would Work Together To Reach Your Account Goals We want to help you solve your challenges. Every nonprofit is different so our solutions are based on a tailored approach, with a dedicated team for your organization. It’s simple to get started and we’ll stand by your side throughout the entire process.

Step 1: Schedule a Strategy Session with our Sales Team

Fill out the contact form on our website with your name, email, and a brief message about what services you’re looking for. Our team will get back to you to arrange a virtual meeting, to learn more about your organization and how we could work together.

Step 2: We sit down together to get to know your organization and its financial goals better

We work with small business from a variety of industries and sizes. And, the best part for us is the opportunity to get to know your organization. We’ll discuss your questions, challenges, and walk through your goals. This is the most important step before we put together a strategy for helping your organization get control of your business.

Step 3: We provide you with a transparent breakdown of our proposed solutions and pricing

Based on your unique needs, we come up with a breakdown of our proposed services. Our goal here is to be upfront about how we can help you reach your goals and how much it will cost. We exist to bridge the gap between the high-quality services you need and the services you can afford. We will work with your budgetary limitations without compromising on setting you up with a reliable and comprehensive solution.

Affordable Pricing Options For Your Business

Small Businesses face challenging work environments every day. One of the biggest limitations is funding and budget resources. We understand this operational concern. That’s why we’ve created several affordable packages for you to choose from. Our monthly fees are broken down into tiers, and they are based on your total annual expenses. Each of the three tiers includes the following: using a cloud-based system and key bookkeeping services. For example, tracking vendor payments, fees, contributions, or deposits. When you partner with us, we also assign you a dedicated team. It includes an manager and a staff to support you anytime questions or concerns come up.

Learn more to find the right package of services for your needs. If you’re a large organization with over $1 Million in annual expenses, we’d like to first learn more about unique requirements. That way, we can provide a precise quote for our services.

Click here for pricing options.

Business of any Revenue Size and Sector, Contact Us

Our mission is to help you continue to do great work in the communities you serve, by providing high-quality services that fit your budget. We understand the pressures and limitations your nonprofit works under, but your financial health shouldn’t be compromised as a result. Reach out to our team of professionals with any questions or to request a free quote.

Contact Mallari's Tax to get a more accurate quote.

Success Stories

Sidney Thompson
Sidney Thompson
This wonderful organization goes out of their way to help clients and does a wonderful job on my taxes every year. Don't know what I would do without them.
Richard Perry
Richard Perry
Jeri Mallari is very knowledgeable about sole proprietor and othre business tax solutions. Save monetyusing her tax strategies.
Autumn Fancher
Autumn Fancher
Great first impression on first call. Seemed very professional, knowledgeable and personable. I look forward to doing business together.
Robin Mock
Robin Mock
These folks are the best! Super efficient and on it. They've gone the extra mile for us and I couldn't recommend them more highly!
Bob Navarro
Bob Navarro
Had the pleasure of talking to Jerilyn earlier today. She gave me great advice and saved me $1700 that I would have needlessly spent for a service that I didn't need yet. She is very professional and honest. I recommend her tax business highly.
Harvinder Balu
Harvinder Balu
I’ve had the pleasure of working with Jerilyn for the past 5 years, she assisted me with my business tax, accounting and personal tax. I am very pleased with the professionalism of the whole team at Mallari Tax. Great friendly and professional service! I am very much thankful for the whole team. Highly recommended!
gerardo ramirez
gerardo ramirez
It is always a good feeling to know that there's professional you can count on, in this case as always last minute, Mallari's Tax & Accounting has help me with my company tax needs, very professional, good quality and very reliable at any time, I definitely recommend their services. Thank you Jerilyn Mallari.
Maria Delacruz
Maria Delacruz
Jeri’s team is one of a kind. They are friendly and genuinely cares for my business. Very personable and honest and delivers value. She has delivered many services from PPP, Quickbooks, and has taken care of my entity over the years. Dependable, fast and strategic. I’ve met many connections through this company that has brought my business thanks to Jeri’s team and her partners. I’ve saved so much since she added tax planning. She is worth every penny! I’ve referred many of my own clients the last 4 years and it was finally time to leave a review after getting positive feedback.

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