I had an IRS dispute that I've been struggling for years. So in a nutshell my ex's mother has been fraudulently claiming my children before I was able to file. Another company who's been doing my taxes said they can't file and that I would need to owe them $200 something dollars. So I gave up, until, this summer my mom told me about her tax rep at NBT that does her taxes. The agent that was assigned to me was really nice and explained everything to me. I got a free consultation and she did my return and helped me settle my issue with the IRS and told me things that made sense. It took months for the IRS to finally approve what NBT prepared, and just yesterday I got my tax return what I should have been getting these past two years. In time for my holiday shopping!!!! I'd say this kind of company is for those that have problems like mine because they actually seem to take the time and care about your situation. this is also a mobile service. so the agent comes to you and meets you wherever you like to talk about your tax needs by appointment only. The prices were not bad either. They will see me again for sure. read more

I've been referring my clients to Jeri for the past year. I have received amazing feedback from my clients and colleagues. She has saved not only my clients money on taxes but my company as well. I typically dont write reviews but I felt this young woman deserves to be recognized for her natural care for people and eagerness to end any problem you bring to her table. I asked my son to help me describe Jeri in a few words, and he replied. "She's a shorter version of Mary Poppins but with numbers." I couldnt agree more. Very pleased with their services. Expertise: amazing, active and orderly Services I've used, cfo clean up. Entirty restructuring, tax preparation, and mostly tax planning . Price: pricy but well worth it Difficulty: she tackled my problem I've had for many years. My two other CPAs before jeri couldn't solve my tax problem. Response Time: during tax seasons 2 to 4 days. All other times 12 to 36 hours. Also. Shout out to her staff Josh helping with all the new tips. Highly recommend for business owners in general. read more

I've been using Mallari's tax service for 1-2 years and she has gotten all of my issues corrected. I had multiple corporations, late filings and many other things that needed to get sorted out and she has taken care of them all. I'm finally caught up on practically everything thanks to her services, which was a huge headache before I started using them. My previous accountant/CPA was a huge pain and it's all been sorted out now. She is great one on one and answers any and all questions you may have, she has many clients but is focused on you when you're using her service. I trust her expertise and would definitely recommend her to others if you need bookkeeping, filings or whatever else. Her rates are very fair and she tries to save you as much money as possible and I'm extremely happy to continue my taxes and bookkeeping with her company. Highly recommended for small businesses or even if you just need to get some personal tax problems taken care of! read more

I had my taxes done with a CPA for over 12 years; until I met Jeri in 2006 in Sacramento. She corrected my tax returns my CPA has done. She asked a lot questions in order to get it right so we don't miss anything like my last CPA did. I have grown with Jeri through phases and life changes and makes sures everything sticks with those changes. I referred her to my daughter who is an attorney in San Diego. Jeri has done her bookkeeping and taxes the last 7 years and helped my daughter strategize on buying a house and what to expect when she married and soon to have my first granddaughter on the way. Jeri has known our family for many years and is such a wonderful, positive work of light. She is an amazing, caring and pleasant person to be around. read more

Fantastic customer service! Friendly staff and amazing owner! Jeri is so helpful and kind. Jeri is so considerate of my business, home and family. She helps me with my business, personal finances and taxes. Without Jeri, I would not be able to balance my finances. She has helped my business grow and also increase my credit scores to help expand my business. I moved to Phoenix, AZ and continue to rely on Jeri's help. She continues to manage my business and personal finances from afar. She is always available to answer any questions and is so personable. Thank you Mallari's Tax & Accounting! Thank you Jeri! I highly recommend this company and will continue to refer my friends, family and business to them! 5 stars and more if I could! read more

I was one of those owners that every accountant hated. I just needed help get organized and every admin i hired just made it worst... i couldn't find anything and what i needed at my finger tips.. until i was a client with mta now for several years... getting me straight with my compliance stuff. i finally signed up for their CFO services.. That was a game changer for me. its like they're part of my business and looking back when i started I was thinking small. Jeri really cares for my growth and inspired me to think big and turning my business into the next level. read more

I had such an exceptional experience with Jerilyn and her team. She is very knowledgeable about tax codes and always carefully reviews my returns to maximize my profits! I love how accessible and comforting her team is during the stressful tax time. She truly has the clients best interest at heart. I strongly recommend Jerilyn for any bookkeeping tax accounting or notary services!! read more

I started my own business and did my own taxes for the first 2 years. Then I met Jeri and learned I was missing out on some serious tax write offs and benefits. You don't know what you don't know, and it cost you money! She helped my maximize my deductions and simplify my bookkeeping. She is so knowledgeable and an amazing resource. I absolutely recommend her! read more

Jeri saved me from owing the IRS big time. For the last two years she's helped me get my business taxes straightened out and came up with a plan for the next year as well. Because she was so thorough with her questions she also saved me from writing off TOO much which would make me ineligible for the home loan I'll be getting this year. I highly recommend!! read more

I had a great experience working with the Malari team. All of the staff members we're so helpful and patient I appreciate every last one of you guys. I recently was able to clear up some tax debt that I've accumulated for over 3 years thanks to them I was able to clear my name. I recommend them for any of your tax services you wont be disappointed. read more

If you need your taxes done, come see Jeri. She's great! She's very down to earth, knowledgeable, all about quality service and will give it to you straight in order for her to provide you with the best solution. I came with all my docs, was done fairly quick, and with no delays on my returns. I'll definitely be coming back come next tax season. read more

They are great. Straight forward and to the point. I be been doing taxes remotely from San Jose the last few years. They've kept my wife and I up to date with all the new tax changes for our personal and business tax returns. I recommend mallari's tax & accounting because they are very sincere with every situation. read more

Since the minute I walked in Jeri's office my experience has been excellent. Very honest and helpful. Steady highly level of energy throughout the whole 2 years I've been doing business with her. Always returns my calls and email no matter what. I'm very pleased with her Service. read more

I found Mallari's Tax & accounting in 2018. Jeri did a great job on my return. She also help me with my 2016 return that the IRS was questioning. Jeri knows what she is doing. She has done my 2018 return and I am getting a refund. I highly recommend here. Ken C. read more

Jeri has been a great help. She is always available to answer any of my long list of questions concerning my taxes. Running my own business now, she has been priceless. Thank you and I highly recommend read more

Mallari's tax and accounting is wonderful, she took her time and explained everything she was doing and even took extra time to answer all of my and husbands questions. Truly great experience! read more

I've been getting my taxes done by Jerrilyn for years! She is great and always helps me with any questions I have regarding accounting and/or taxes even when it's not tax season. read more

The service was incredible and efficient. very professional and walked me through the entire process and explained any questions I had. Highly recommend! read more

Jeri really helped us out, not only with taxes, but also with the CARE package. It was literally a game changer for us. Couldn't recommend her enough. read more