Mallari Tax

MALLARI TAX

EXPERT TAX RESOLUTION & TAX PLANNING

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.

Tax Solutions

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm.

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.

0
+
Company Legal
0
+
Corporation Partner
0
+
Individual Clients
About Us

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.

Services Provided

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

Services

Feature Services

Offer In Compromise

Payroll Tax Problems

Bankruptcy

Innocent Spouse

Penalty Abatement

IRS Bank Levies

Wage Garnishments

Collection Appeals

IRS Payment Plans

Delinquient Tax Returns

Expiration of Statutes

IRS Audits

Freedom of Info Requests

Tax Planning

Services

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.

95%

Business Advisory

92%

CFO Services

90%

Tax Solutions

87%

Tax Planning

Take Control of Your Business Finances with our Services

Our team of CPAs, EAs and bookkeepers takes care of your services needs to help you meet accountability and everchanging regulations in this ever changing economy. 

Easy Working Proccess

Certification Team Work

OUR TEAM OF ACCOUNTANTS

Trust us, we have professional with great certification

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.

Our Official Partner

Working with best partner company

Success Stories

They give the best feedback for our services

Jeri Mallari is very knowledgeable about sole proprietor and othre business tax solutions. Save monetyusing her tax strategies.

Richard Perry

Great first impression on first call. Seemed very professional, knowledgeable and personable. I look forward to doing business together.

Autumn Fancher

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!

Robin Mock
Blog Post

Stay with knowladge to reading our blog post

Payroll Tax Problems? Mallari Tax Can Help!
23Aug

Payroll Tax Problems? Mallari Tax Can Help!

Employers have to pay payroll tax, and if you do not keep on top of them, it can become overwhelming. Payroll tax problems can be a nightmare. Mallari Tax can help businesses handle payroll taxes. We can also help if you get in trouble because you got behind on your payments. Required Payroll Tax Withholdings […]

Afraid of IRS Audits? Mallari Tax Can Help
16Aug

Afraid of IRS Audits? Mallari Tax Can Help

  IRS audits can send individuals and businesses both into a panic. Audits do not happen as often as people think they do, but they still occur. Understanding what triggers an audit and how they work is important. Mallari Tax can help you through the process if you are audited. You need to know you […]

Tax Planning Can Put More of Your Money in Your Pocket
09Aug

Tax Planning Can Put More of Your Money in Your Pocket

Tax planning is one of the services Mallari Tax offers customers. It is important to reduce your tax liability thoroughly and legally. Tax planning can assist with that and more. Mallari Tax provides various tax services in Vallejo, CA, including tax planning. Tax Planning – Helping Secure Your Financial Future The goal is to maximize […]

SCHEDULE AN APPOINTMENT