Expert

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.

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.

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

Offer In Compromise

Bankruptcy

IRS Bank Levies

IRS Payment Plans

IRS Audits

Liens

Innocent Spouse

Wage Garnishments

Delinquient Tax Returns

Freedom of Info Requests

Payroll Tax Problems

Penalty Abatement

Collection Appeals

Expiration of Statutes

Tax Planning

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.

TAKE CONTROL OF YOUR BUSINESS FINANCES WITH OUR SERVICES

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

      EXCELLENT  
   Based on 25 reviews 
    
 
 
 
   
 
 
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   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.
  
 
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   Richard Perry 
 
 
 
  Jeri Mallari is very knowledgeable about sole proprietor and othre business tax solutions. Save monetyusing her tax strategies.
  
 
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   Autumn Fancher 
 
 
 
  Great first impression on first call. Seemed very professional,  knowledgeable and personable. I look forward to doing business together.
  
 
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   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!
  
 
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   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.
  
 
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   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!
  
 
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   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.
  
 
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   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.

I found one of Jeri’s ads on Facebook and I was in a panic from the COVID19 as to what it has done to my business. I decided to take the risk and take on Jeri’s services to help me with this SBA and PPP. or her lower packages. Although, through the uncertainty did I get my money weeks later after applying with Jeri and it was such a RELIEF!!!. I have upgraded to use her CFO services and forecasting which pricey and after reviewing the 1st report with Jeri it was well worth the eye-opener as to how these reports can take control of my business. I highly recommend Jeri;’s services if you are trying to make it in this economy. She has a ton of knowledge in many different areas.
Jean S
I loved Mallari’s Tax and Accounting because she was very considerate and friendly. I was able to meet at our home for training to get started with several online apps to help out with recording our tax information for our business. She also helped out with strategies to help save money where we could. She was very quick with getting everything buttoned up so we could file. We would highly recommend Mallari’s Tax and Accounting. Thanks! for all your help.
Rachel K
I am in awe of the elite knowledge that Jerilyn has and looking forward to properly setting up our business with Mallari’s Tax & Accounting.
Aaron D
Jeri is very eager to help and ensures you are on track with your work deductions. She taught me what to look for on my paystub to ensure the correct amounts are being withheld to avoid underpayment penalties. I had an amazing and swift experience with Jeri. my coworkers will be filing with her too.
Kyle K
I highly recommend Jeri at Mallari tax! She is already a subject matter expert with tax preparation and accounting principles, but when I recently met with her at her office I happened to see the large stack of notecards that she had assembled, in preparation for an additional certification so that she can add to her already impressive list of accomplishments. And beyond all that, her friendly demeanor and bubbly personality make her a joy to work with, which I am sure most people can’t say that about their accountants!
Steve F
I have worked with Jerilyn Mallari for the past year in our business networking group. In that time I observed how she always goes above and beyond in everything she does. She is very organized, innovative, and friendly. I particularly remember when three others in our group were receiving awards and Jerilyn presented their awards. She prepared some personal info about each and had pictures with their families or loved ones. It was a nice personal touch. I recommend Jerilyn as a Tax Coach because of her efficiency and innovation with a personal touch.
Christine S
Jerry is the freaking BOMB! I came in her office about 2 years ago hoping wishing and praying she could get me out f my tax hell! She instantly sprung to action with answers! My tax nightmare was happening since I didn’t contribute to federal for the 2 years prior. She immediately knew how to minimize my amount owed, and even got me a few backs back in my pocket were she could. I am impressed at how well she knew the new tax law’s even this time around after everything took a big change this tax year. I would recommend Mallari’s Tax and Accounting to anyone and everyone and the only reason is because of Jerry’s world class experience! THANK YOU MILLIONS JERRY! You made Christmas possible this year.
Tina K
Malaria’s Tax & Accounting are the best at what they do. Very professional and knowledgeable with all your tax and accounting needs. I will be using them from now on. Highly recommend them. You will not be disappointed
Joseph H
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