ABOUT US
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 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
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 services with limited financial resources and an increasing pressure to keep costs low, the small business enthusiast has helped hundreds of companies achieve best services 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 services 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 team. You will have a consistent service team that understands your specific services, bookkeeping, and tax issues.
Your service associate will perform the day to day bookkeeping tasks, reconcile credit cards, reconcile bank accounts, and post transactions. Your service 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 manager will also help you prepare for and successfully complete audits
OUR TEAM BRINGS OVER 15 YEARS OF EXPERIENCE SUPPORTING SMALL BUSINESSES WITH THEIR SERVICES 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 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
