ABOUT US

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 accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

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

Our mission

In 1990, ConsultingWP combined with Inception Analysis, Incorporated to strengthen its expertise in energy matters and opened its first office in Cupertino. Since then, the company has expanded throughout the United States and Europe to more than 300 people.

We know our clients’ brands inside and out to create bespoke campaigns that bring the brand story to life, engage with consumers and inspire the media.

  • Work fewer hours & make money
  • Phenomenal success in our target
  • Retain, high-paying customers
  • You’ll get more done in less time
  • Leadership skills to manage team
  • Generating millions of dollars
Jerilyn Mallari

Jerilyn Mallari

As Founder & CEO of Mallari's Tax, Jerilyn Mallari committed her career to working with small businesses across the United States, with a focus on providing CFO services and Tax planning to even the smallest businesses. After realizing an industry need for specialized accounting services with limited financial resources and an increasing pressure to keep costs low, the small business enthusiast has helped hundreds of companies achieve best accounting practices.

Prior to this role, Jerilyn spent more than 15 years working alongside constructions and retail companies in many capacities, including as an auditor, as a Chief Financial Officer (CFO), as a prominent board member, as a dedicated volunteer, and as a knowledgeable consultant. With this experience, she has developed an experienced team, is extremely knowledgeable of the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.

Jerilyn Mallari holds a MBA from Florida International University , and a bachelor’s degree in Finance and Insurance Risk Management from Sacramento State. Additionally, she is also a Enrolled Agent (EA).

OUR TEAM OF ACCOUNTANTS

In addition to our firm leadership, your business will have access to an an accounting team. You will have a consistent service team that understands your specific accounting, bookkeeping, and tax issues.

Your accounting associate will perform the day to day bookkeeping tasks, reconcile credit cards, reconcile bank accounts, and post transactions. Your accounting manager will help build an internal control and segregation of duties system by performing periodic reviews and assisting in the preparation of financial statements. Your accounting manager will also help you prepare for and successfully complete audits

OUR TEAM BRINGS OVER 15 YEARS OF EXPERIENCE SUPPORTING SMALL BUSINESSES WITH THEIR ACCOUNTINGS NEEDS. YOU CAN RELY ON US WITH YOUR BOOKS, SO YOU CAN GET TIME BACK TO FOCUS ON YOUR MISSION OF UPLIFTING YOUR COMMUNITY.

WE ARE DEDICATED TO THE SMALL BUSINESS COMMUNITY:

Our clients are at the heart of our mission and why we exist as a boutique accounting firm for entrepreneurs. Everyday, we get to work with extraordinary people who are doing good – protecting, feeding, sheltering, curing, and educating the millions in the U.S. We work with clients from all sectors, no matter the staff or revenue size. Our clients include:

  • Construction Companies
  • Inspectors
  • Roofers
  • Electricians
  • Non-Profits
  • Haulers
  • Trash & Recycle Management
  • Restaurants
  • E-commerce
  • Artist
  • Entertainment
  • Clothing Lines
  • Notary Public
  • Plumbers
  • Architectural Engineers
  • Handyman
  • Realtors
  • Factoring Companies
  • Veterans and women’s issues
  • Education institutions
  • Faith-based organizations
  • Animal rights organizations
  • Children and family services organizations
  • Membership organizations

SEE OUR PARTNERS