My tax situation is not too complicated, I just don’t want to do it anymore. Can you help me with that?

Absolutely! We welcome all tax situations, whether simple or complex. Many of our clients choose us because they prefer not to manage their taxes themselves. Our role is to simplify your life by taking care of your tax needs, no matter the complexity.

I need help with both my personal and my business taxes. Can you manage both?

Yes, we can! In 99% of cases, they go hand-in-hand. We want to ensure our tax strategies work for both you AND your business, so having us engaged on both levels is a critical step to ensure we are maximizing your tax savings each tax year.

What is the difference between EA and CPA?

CPAs (Certified Public Accountants) and EAs (Enrolled Agents) both offer high-quality tax and accounting services, but they have slightly different specializations. CPAs generally have a broader scope of accounting expertise, dealing with financial audits, business consulting, and tax planning across various sectors. EAs, on the other hand, specialize in tax matters, including tax preparation and representing clients before the IRS.

Is there a meaningful difference between a CPA, an EA (Enrolled Agent) and unlicensed preparers?

While all types of tax professionals can offer valuable services, it’s a common misconception that there’s no meaningful difference between CPAs, EAs (Enrolled Agents), and unlicensed preparers. In reality, CPAs and EAs have met rigorous educational and testing requirements and are authorized to represent taxpayers before the IRS. In contrast, unlicensed preparers, while capable of handling basic tax preparation, do not have the authorization to represent taxpayers before the IRS and may lack the broader tax knowledge of licensed professionals.

What if I have missed filing my taxes for past years?

We can definitely assist you. We specialize in bringing your tax filings up to date and will work diligently with the IRS and state tax authorities on your behalf to reduce any penalties as much as possible.

I received a letter from the IRS or state informing me that my tax return is being audited. Can you support me in this?

Of course! We provide comprehensive tax audit representation, ensuring the best possible outcome for you. We will handle all interactions with the IRS or state tax authorities directly, so you won’t have to deal with the stress or risk of managing the audit on your own.

Is it possible to drop off my documents at your office?

We operate primarily online, which helps us keep our costs competitive while delivering great value. Therefore, we do not accept physical documents. We ask that you upload your documents to our secure client portal. This not only creates efficiencies in preparing your returns but also ensures that you retain all original documents. Plus, you can access all your tax information conveniently through the portal at any time.

Do I need to come into your office to sign documents?

Not necessary at all! Our entire process is designed to be conducted remotely for your convenience. Any documents needing your signature can be handled electronically.

Can you provide a review of my tax returns to help clarify changes from year to year?

Yes, we offer detailed reviews of your tax returns. Depending on your preference, we can provide this review via email, through a video walkthrough by your EA, or via a direct one-on-one meeting. This helps ensure that you fully understand your tax situation from year to year.

I’m concerned about the accuracy of my last year's tax return. Can you review it?

Absolutely. As part of our service to new clients, we conduct a thorough review of previous tax returns. We’ll identify any potential errors or overlooked deductions and can amend returns if needed to address any concerns.

How much do you charge?

Our pricing varies based on the complexity and requirements of your tax situation. We offer a unique online tool on our website that provides a preliminary quote based on your details. If you’re interested, you can request a more detailed quote directly from us at any time.

Expert Tax Services Tailored for Your Business Needs

Navigating tax obligations can be complex and time-consuming. Whether you’re a small startup or an established enterprise, we tailor our services to ensure your business stays compliant and optimized for tax savings. Navigate tax season with ease. Partner with seasoned tax professionals.

Calculate Your Tax Service Fee*

*No hidden fees, 30 days money back guarantee

+450 filed tax

Business

Individual

Key Benefits

Why Choose Us?

Customized service approach:
We don’t believe in one-size-fits-all solutions. Each client receives personalized service tailored to their business model and industry. From Profit and Loss Reports to your General Ledger and all essential records, we compile the documents you need to streamline your tax preparation.
Proactive strategies:
We focus on proactive tax management, helping you plan ahead to avoid surprises.
Trusted advisors:
With our expertise and integrity, we aim to build long-lasting relationships with all our clients.

Discover How We Can Help

Hear it from those who know us best

Switching to MB Accounting was one of the best business decisions I've made. They helped streamline my book keeping and provide monthly reports to help manage and operate my business

Mike Bensimon

East Payment Solutions

MB Accounting gets the job done quickly and painlessly while eliminating many hassles that we have had in the past. MB Accounting also did a stellar job with our business and personal taxes and we paid a lot less taxes than we expected.

Darrell Brantingham

Acuity Technical Solutions

As a small business owner, managing finances can be incredibly challenging, but MB Accounting has been a lifesaver. Their commitment to personalized service has been great. They offered tailored advice that significantly improved my financial management. Reliable and responsive, MB Accounting is always available to answer questions. Thanks to MB Accounting, I have a clear picture of my business's financial health, allowing me to focus on growth with peace of mind.

Daniel Vaverko

Vera Hawaii

I am pleased to share my experience with MB Accounting. They have been everything I needed and more - efficient, thorough, and collaborative. The attention to detail and dedication to the work have been outstanding. I am particularly grateful for the support and consistency they bring to our financial operations. Their professionalism and proactive approach have truly made a positive impact on my business. I highly recommend their services to anyone in need of a reliable and skilled bookkeeper.

Mary Stephenson LLC

Detailed Services

Detailed Services Breakdown

Tax Planning

Strategic Tax Planning

Year-round tax strategy and consulting
Identification of deductible expenses
Investment tax implications analysis

Effective tax planning is crucial for minimizing your liability and maximizing your potential savings. We work closely with you throughout the year to develop and implement tax-saving strategies tailored to your specific situation.

Tax Preparation

Comprehensive Preparation Services

Individual and business tax return preparation
E-filing for quicker refunds
Support for all states and territories
Tax Planning

We handle all aspects of tax preparation, from simple individual returns to complex corporate tax filings. Our experts ensure accuracy and compliance with the latest tax laws to prevent costly mistakes and penalties.

We integrate with the best software

Other services

Monthly Bookkeeping Services

Stay on top of your finances with our monthly bookkeeping services. Our expert team ensures accurate records and clear financial statements. Trust us to handle your books professionally, providing actionable insights for informed decisions. We tailor our services to your business needs, so you can focus on what you do best.

Catch Up Bookkeeping

Behind on your books? No problem. Our catch-up bookkeeping services quickly update your financial records. We’ll review past transactions, reconcile accounts, and prepare financial statements. Our team restores order with speed and accuracy, allowing you to focus on your business’s future. Let us handle your past records efficiently and stress-free.

Fractional CFO Services

Scale your business with our strategic CFO services. Our expert financial officers provide tailored insights and strategies to align with your growth goals. We offer financial forecasting, risk management, and investment strategies to strengthen your financial health and market position. Partner with us to navigate complex financial landscapes and drive sustainable growth.

FAQ

Frequently Asked Questions

My tax situation is not too complicated, I just don’t want to do it anymore. Can you help me with that?
Absolutely! We welcome all tax situations, whether simple or complex. Many of our clients choose us because they prefer not to manage their taxes themselves. Our role is to simplify your life by taking care of your tax needs, no matter the complexity.
I need help with both my personal and my business taxes. Can you manage both?
Yes, we can! In 99% of cases, they go hand-in-hand. We want to ensure our tax strategies work for both you AND your business, so having us engaged on both levels is a critical step to ensure we are maximizing your tax savings each tax year.
What is the difference between EA and CPA?
CPAs (Certified Public Accountants) and EAs (Enrolled Agents) both offer high-quality tax and accounting services, but they have slightly different specializations. CPAs generally have a broader scope of accounting expertise, dealing with financial audits, business consulting, and tax planning across various sectors. EAs, on the other hand, specialize in tax matters, including tax preparation and representing clients before the IRS.
Is there a meaningful difference between a CPA, an EA (Enrolled Agent) and unlicensed preparers?
While all types of tax professionals can offer valuable services, it’s a common misconception that there’s no meaningful difference between CPAs, EAs (Enrolled Agents), and unlicensed preparers. In reality, CPAs and EAs have met rigorous educational and testing requirements and are authorized to represent taxpayers before the IRS. In contrast, unlicensed preparers, while capable of handling basic tax preparation, do not have the authorization to represent taxpayers before the IRS and may lack the broader tax knowledge of licensed professionals.
What if I have missed filing my taxes for past years?
We can definitely assist you. We specialize in bringing your tax filings up to date and will work diligently with the IRS and state tax authorities on your behalf to reduce any penalties as much as possible.
I received a letter from the IRS or state informing me that my tax return is being audited. Can you support me in this?
Of course! We provide comprehensive tax audit representation, ensuring the best possible outcome for you. We will handle all interactions with the IRS or state tax authorities directly, so you won’t have to deal with the stress or risk of managing the audit on your own.
Is it possible to drop off my documents at your office?
We operate primarily online, which helps us keep our costs competitive while delivering great value. Therefore, we do not accept physical documents. We ask that you upload your documents to our secure client portal. This not only creates efficiencies in preparing your returns but also ensures that you retain all original documents. Plus, you can access all your tax information conveniently through the portal at any time.
Do I need to come into your office to sign documents?
Not necessary at all! Our entire process is designed to be conducted remotely for your convenience. Any documents needing your signature can be handled electronically.
Can you provide a review of my tax returns to help clarify changes from year to year?
Yes, we offer detailed reviews of your tax returns. Depending on your preference, we can provide this review via email, through a video walkthrough by your EA, or via a direct one-on-one meeting. This helps ensure that you fully understand your tax situation from year to year.
I’m concerned about the accuracy of my last year's tax return. Can you review it?
Absolutely. As part of our service to new clients, we conduct a thorough review of previous tax returns. We’ll identify any potential errors or overlooked deductions and can amend returns if needed to address any concerns.
How much do you charge?
Our pricing varies based on the complexity and requirements of your tax situation. We offer a unique online tool on our website that provides a preliminary quote based on your details. If you’re interested, you can request a more detailed quote directly from us at any time.

Have more questions?

Schedule a Free Consultation