4.9834 reviewsNow serving all of California
Grow with aplan that'sprofitable.
Growth, cash flow, and exit planning that turns your numbers into a roadmap, with an advisor who already knows your books and your taxes.
- “Best tax preparation service I have used. Mauricio really takes care of his clients.”Juan M.
- “Mauricio literally saved the day and was so accommodating to my last minute requests.”Christine H.
- “I don't know how I would do it without Mauricio and his team.”Rafael R.
- “Alondra is amazing! She took the time to explain everything to me in detail.”Valerie M.
- “Mauricio will educate you on how to save money on your taxes and do it RIGHT!”Chelsea J.
- “Thank you for your patience, expertise, and easygoing professionalism throughout tax season.”Danielle C.
- “Mauricio did an excellent job walking me through the tax filing process being a property owner.”Cynthia R.
- “Mauricio, is amazing! Very knowledgeable & professional.”Ron B.
- “Mauricio and his team is the Best in the tax industry!”Marisol V.
- “Professional, and easy place to get your taxes done!! Recommended.”Donald S.
- “I cant express how happy I am with Mauricio and his team.”Peter F.
- “Both Christian and Mauricio were great.”Javier P.
- “Mauricio did an amazing job helping us with our taxes.”Theresa B.
- “Mari was so knowledgeable.”Teresa
- “Mauricio and Alondra were of great help!”Drew
- “Mauricio and his team are amazing.”Lizbeth P.
What is business advisory at MM.TAX?
An advisor who already knows your books and returns helps with growth, cash flow, pricing, owner compensation, and exit planning. You get regular reviews and a clear plan, not just reports. Flat fee, online anywhere in California.
Updated November 2026. Serving all of California online.
What we handle
Everything it takes to get this right.
Growth and profit strategy
Margins, revenue mix, and overhead turned into a profit plan.
Cash flow forecasting
Projections that flag shortfalls before they happen.
Entity optimization
LLC, S-corp, and holding structures reviewed against your numbers.
Owner compensation
Reasonable compensation and distribution timing.
KPIs and dashboards
The metrics that matter, reviewed on a set schedule.
Succession and exit planning
Maximize value, minimize tax, and transition cleanly.
What's included
What you get with business advisory & strategy.
What you'll get
- A financial deep dive on margins, cash, and overhead
- A written roadmap with profit and cash targets
- Cash flow forecasting and KPI dashboards
- Owner pay and entity recommendations
- Quarterly reviews with your advisor
What to have ready
Don't have it all? Call anyway. We'll help you gather it.
- Two years of financial statements
- Business tax returns
- Your revenue and growth goals
- Payroll and owner compensation details
How pricing works
Every engagement is a flat fee, quoted in writing after your free 30-minute consult. No hourly billing, no surprise invoices. You'll know the full cost before any work begins.
Get my flat-fee quote
Who we help
Built for situations like yours.
Scaling businesses
Moving from survival mode to growth mode.
Multi-owner firms
Compensation, distributions, and equity coordinated across partners.
Owners planning an exit
Preparing to sell, transition, or pass on the business.
The process
How it works.
- 01
Financial deep dive
Books, returns, and statements reviewed to map where you stand.
- 02
Strategy and roadmap
Profit targets, cash projections, and a timeline.
- 03
Implementation
Entity, compensation, reporting, and tax changes put in place.
- 04
Ongoing advisory
Quarterly reviews and direct access to your advisor.
- businesses advised across California
- 500+
- businesses advised across California
- average rating across 834 Google and Yelp reviews
- 4.9
- average rating across 834 Google and Yelp reviews
- years serving California owners and families
- 25+
- years serving California owners and families
Online, statewide
Start online. From anywhere in California.
No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.
- 01
Call or book
Talk to the online team today, or book a free 30-minute consult.
- 02
Upload and sign
Send documents securely and e-sign from your phone or computer.
- 03
We take it from here
We handle the work and the IRS, and keep you updated.
Most clients start with a call
Call nowThe online team answers your questions, looks at your situation, and books your free consult. English and Spanish.
In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.
Client voices
From clients who've been there.
Free 30-minute strategy session about where the business is and where you want it to go.
Common questions
Straight answers.
What is the difference between business advisory and tax preparation?
Tax preparation reports last year. Advisory uses your numbers to make better decisions this year: pricing, hiring, cash, owner pay, and structure.
How is this different from hiring a bookkeeper?
A bookkeeper keeps accurate records. Advisory interprets them and helps you decide what to do next.
What does an engagement include?
A financial deep dive, a written roadmap, help putting it in place, and regular reviews. The scope is agreed in writing up front.
How often do we meet?
Typically quarterly, with direct access to your advisor between meetings.
Can you help me decide whether to grow, sell, or restructure?
Yes. We model each option's financial and tax impact so you can compare them side by side.
Service area
Serving clients online across California
Same team and same standards, wherever you are. No office visit needed.
Get started
Know where your business is headed.
Free 30-minute strategy session about where the business is and where you want it to go.