Vision – To be California’s first-choice tax planning and accounting services for small businesses that want to thrive.
Mission Statement – Through tax and accounting knowledge and quality experience, our office offers a comprehensive suite of services proven to ensure your success.
About Us – Marketbox Tax & Accounting was born out of a strong desire to fulfill the needs of the small business market segment with unparalleled tax, accounting, and software services. While most consulting firms target large companies, we offer affordable solutions in a customizable system that manages business operations, finances, and investments. Based on software and policies & procedures that provide critical information for decision-making, problem-solving, and day-to-day operations, we are giving small businesses access to trusted, high-quality solutions. Whether you are looking for integrated services or a single tool, we have the knowledge and expertise to strengthen your business.
Value Proposition – At Marketbox Tax & Accounting, we are changing the way small businesses reach success. By providing competitively priced enterprise management tools normally reserved for large companies with big pockets, our clients can access tax planning, exit planning, accounting software, and business analyst services. Our industry knowledge and expertise allow us to provide comprehensive solutions that will efficiently and effectively improve your business operations, finances, and investments. With our suite of services, you can manage everything in one place while saving money.
As an economist, management accountant, and certified tax planner, I draw on over 20 years of experience supporting small businesses with their tax and accounting needs. I’ve made it my mission to help my clients have access to financial capital while building and maintaining healthy accounting systems to achieve tax compliance and savings.
I specialize in working with distribution, wholesale, franchise, and manufacturing businesses while offering a focused approach to saving them money while improving their financial standings. My deep understanding of business processes, inventory control, AR and AP, custom reporting, and bookkeeping software allows me to surpass my client’s expectations. From purchasing and implementation to business modeling, customization, and ongoing support, I provide a comprehensive suite of solutions that ensure my clients’ lasting success.