Expert
tax resolution
&
Tax Planning
Our Story
During my undergraduate years, I prepared income taxes for individuals, corporations, trusts, estates, and as a Tax Preparer, Tax Firm Manager for CPAs and Large Corporate Tax Firms and eventually a business owner. In 2013, I purchased the family-owned NBT Mobile Services business based in Vallejo, CA, a firm focused on Notary Signing Agency and Individual Tax preparation. After affiliated and affirming my knowledge with many tax organizations from the East Coast, I started my second firm, Mallari Tax, LLC, with a focus on assisting companies with their Tax Accounting needs with Tax Planning and Bookkeeping Solutions. In 2018-2020 I have been invited to various organizations to educate the importance of Tax Planning. In 2020 we were the pioneers in our area to service Covid-19 Business Advisory Solutions to help save local businesses. The aftermath of the pandemic, along with a series of government acts have spiraled down to rapidly changing tax laws. I anticipate an increase in Tax Problems for both individual and business which is now our primary focus to solve clients Tax Problems and create a comprehensive Tax Plan for a Peace of Mind and future outlook of the business and individual financial future.
Mallari Tax, LLC is a Tax Negotiation and Mediation firm that specializes in providing affordable solutions to businesses and individuals alike who find themselves at odds with the IRS. Our experienced staff will represent you in front of the IRS, allowing you to continue with your life. You will not have to speak with an IRS agent. Thereafter, we set up client with a comprehensive Tax Plan to never again have Tax Problems and optimize Tax Savings.
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
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
