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Mallari's tax

Our Story

Our company specializes in tax preparation services for a wide variety of clients. Which includes tax return filing and tax planning for individuals, bookkeeping and financial statements for small businesses, & corporate tax return filing.

Annual participation in Continuing Professional Education courses offered by local chapters of national tax associations keeps our firm on the leading edge of ever-changing tax laws methods.

Feel free to contact the office anytime. We’re here to help.

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

Business Plans and Forecasts

Assistance with Obtaining Financing

Purchase / Sale of a Business

Due Diligence Procedures

Mergers & Acquisitions

Payroll Compliance

Tax Provision Preparation & Review

Strategic Tax Planning

Outsourced Accounting And Bookkeeping Services For Nonprofits

Bookkeeping

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

TAKE CONTROL OF YOUR BUSINESS FINANCES WITH OUR SERVICES

We offer a range of affordable accounting and 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 accounting needs. We use the latest in accounting technology, including Quickbooks Online, so your accounting 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 accounting software for full transparency.

How We Would Work Together To Reach Your Account Goals We want to help you solve your accounting challenges. Every nonprofit is different so our solutions are based on a tailored approach, with a dedicated team of accountants 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 accounting 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 accounting goals. This is the most important step before we put together a strategy for helping your organization get control of your accounting.

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 accounting you need and the accounting 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 accounting system, set-up of an accounting structure, and key bookkeeping services. For example, tracking vendor payments, fees, contributions, or deposits. When you partner with us, we also assign you a dedicated accounting team. It includes an accounting manager and a staff accountant to support you anytime questions or concerns come up.

Learn more to find the right package of services for your accounting 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.

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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 accounting 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 accounting professionals with any questions or to request a free quote.

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

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About

Our company specializes in tax preparation services for a wide variety of clients. Which includes tax return filing and tax planning for individuals, bookkeeping and financial statements for small businesses, & corporate tax return filing.

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