4.9834 reviewsNow serving all of California
Keep more ofwhat youearn.
Most tax savings are decided before December 31, not in April. We plan with you during the year so the return is the easy part.
- “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 does tax planning with MM.TAX include?
Year-round planning for business owners and high-income households: quarterly reviews of income and estimated payments, entity and owner-pay strategy, retirement contributions, and deduction timing, followed by accurate business and personal returns. Planning happens before December 31, when it can still change the result. Flat fee, online anywhere in California.
Updated November 2026. Serving all of California online.
What we handle
Everything it takes to get this right.
Business and personal returns
Individual, corporate, partnership, and nonprofit returns filed accurately and on time.
Proactive tax planning
Year-round strategy sessions to find savings and lower your effective rate.
Quarterly estimated taxes
We calculate, track, and remind you of each payment.
Deductions and credits
Every deduction and credit you qualify for, documented.
Multi-entity and complex returns
K-1s, multi-state filings, consolidated returns, and linked entities.
Audit-ready filings
Clean documentation and positions you can defend.
What's included
What you get with tax planning & preparation.
What you'll get
- A review of your last two to three returns for missed savings
- A written tax projection and savings plan
- Quarterly estimate calculations and reminders
- Business and personal returns prepared and e-filed
- Year-round access to your advisor
What to have ready
Don't have it all? Call anyway. We'll help you gather it.
- Last year's federal and state returns
- Year-to-date profit and loss or pay stubs
- K-1s, 1099s, and investment statements
- Notes on big changes: a sale, a move, a new business
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.
Owners with complex returns
S-corps, partnerships, and multi-entity structures.
High earners with investment income
Stock compensation, rental income, and capital gains.
Owners planning for retirement
Retirement plans and Roth strategies that balance taxes now and later.
The process
How it works.
- 01
Discovery and review
We review prior returns, your books, and your full financial picture.
- 02
Strategy and projection
A plan with projected liability and savings, before anything is filed.
- 03
Preparation and review
We prepare every form and walk you through the return line by line.
- 04
Filing and support
We e-file, confirm acceptance, and stay with you all year.
- businesses served across California
- 500+
- businesses served 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 with a senior advisor to review your situation and spot savings.
Common questions
Straight answers.
What is the difference between tax preparation and tax planning?
Preparation reports what already happened. Planning changes what happens: entity choice, timing of income and expenses, retirement contributions, and estimated payments. Planning is where most savings come from.
How early should I start tax planning?
As early in the year as possible. Many strategies have to be in place before December 31. Starting mid-year still leaves room to act; waiting until filing season usually doesn't.
Can you help reduce my tax bill if I already owe a lot?
We review what's already been filed for missed deductions and credits, plan to lower next year's bill, and if a balance is already due, our tax resolution team can negotiate how it's paid.
Do you handle both business and personal returns?
Yes. Most of our clients have both, and handling them together is how we find savings across the two.
How do you charge?
Flat fees, quoted in writing before work begins. The 30-minute strategy session is free.
Service area
Serving clients online across California
Same team and same standards, wherever you are. No office visit needed.
Related services
Get started
Find out what you could be saving.
Free 30-minute strategy session with a senior advisor to review your situation and spot savings.