SERVICES

Our mission is focused on your mission. To help you build your legacy through the accounting, the language of business. Our team of CPAs, EAs and bookkeepers takes care of your accounting needs to help you meet accountability and everchanging regulations in this ever changing economy. We deliver comprehensive accounting solutions, from bookkeeping, preparing for your audit, preparation and filing of your Federal tax return, 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.

Business Advisory

Our firm specializes in CFO service solutions for businesses and their owners including:

  • planning,
  • bookkeeping,
  • business consulting,
  • entity management,
  • and entity creation.

As CFO and trusted business advisor we assist businesses and individuals with complex tax, audit, business management, personal, corporate tax and planning needs.

Entity Management- Entity management includes essential and initial documents required to form your partnership and/or organization recognized under legal compliance for the state. This is required to open a business bank account, remain compliant and ensure all entities are following local jurisdictions.

Entity Creation – There are various types of business entities—sole proprietorship, partnership, LLC, corporation, etc.—and a business’s entity type dictates both the structure of that organization and how that company is taxed. When starting a business, one of the first things you want to do is choose the structure of your company—in other words, choose a business entity type.

  • Sole Proprietorship
  • General Partnership
  • Limited Partnership
  • C-Corporation
  • S-Corporation
  • Limited Liability Company (LLC)

CFO Services

A CFO service manages the company or organization’s finances and are responsible for financial reporting through various responsibilities such as ongoing financial planning and analysis, bookkeeping, quarterly reports, payroll services.

Bookkeeping

A CFO service will record financial transactions, maintain financial records, fact check financial data and update financial statements using specialized software, spreadsheets and other tools to track and manage data to ensure accounts are current and accurate.

Accounting

As your company’s Chief Financial Officer (CFO) we oversee your accounting staff and monitor internal controls while providing financial statement analysis, projections, strategic planning, compliance, cash flow management, and tax planning.

QBO Tutorial

Our QBO Tutorial provides guidance and tools to business owners to assist in setting up a new or an existing business, business structure (DBA, C Corp, S Corp) and Tax ID, along with bank and credit account numbers and statements to begin tracking the businesses books.

Tax Solutions

Our expert team can help you file your tax return with confidence. We have over 15 years of experience providing tax preparation services to businesses and individuals.

Installment Agreement

If you owe taxes and you can’t pay them all, you have options. There are a lot of potential options to sort through, each with its own pros, cons, and rules. Most people in this situation set up simple monthly payment plans with the IRS (called installment agreements). But there are other options, such as:

  • Extensions of time to pay your whole tax balance
  • Deferred payment (called currently not collectible status)
  • Settling for less than you owe (called the offer in compromise)

Tax Planning

Mallari Tax & Accounting provides full tax preparation and planning services for businesses and individual clients. Our accounting infrastructure and technology streamline the process of data collection, completing documents, and filing of returns.

Politics

Presidential election years can alter tax policy and have major financial impacts for organizations and individuals alike.  The key to tax planning this year is to assess all factors including the state of the economy, upcoming congressional elections, and balance of power in the House and Senate.

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