Welcome to MB Tax Pal

Proud to be your Tax Advisor

About Us

We are a tax and accounting firm located in Fremont, CA. We provide tax planning, preparation, IRS representation, as well as many other services. Our primary goal is to be available for our clients when they need us and advise them on making right tax decision. We continuously improve our technical expertise and educate ourselves to keep up with all the changing tax laws as we believe that it is extremely important to better serve our clients. We are committed to developing personal relationships with our clients. By delivering unparalleled client service, we aim to make sure you can trust us for all your tax, business planning, bookkeeping, and accounting needs for a lifetime.

Should you have any questions regarding our firm or the services we provide, please call our office at (510) 431-2382.

Our Services

Tax consultation

Whether you need tax preparation services, advice on tax advantaged ways to save, or more complex issues, thoughtful planning from a trusted partner is a must. The rules keep changing from year to year and it is easy to overlook these changes and submit an incorrect return. We believe in building long lasting relationships by providing comprehensive service to help meet your objectives. 

Our tax consultation services include:

  • Individual Tax Preparation

  • Tax planning

  • Quarterly estimated tax support

 

IRS Tax problem

Getting notices from the IRS or Franchise tax board can be stressful. Clients feel helpless and confused with what these notices mean. We personally work on your behalf, helping take the stress out of IRS and state tax problems. We pride ourselves on being very efficient, affordable and discrete when it comes to dealing with federal and state agencies. 

Our IRS Tax issue services include:

  • Compiling response to IRS/State agency notices

  • Tax Notice resolution

 

Accounting Services

The best financial safety net for any business owner is the sound advice and experience of a capable accounting firm that understands the unique financial needs of a small business. Our approach allows you to maintain a clear and up-to-date picture of your business finances. We aim to provide financial statements that are easy to interpret and understand.

 Our accounting services include:

  • Daily accounting - Accounts receivable/accounts payable , cash & asset management , bank and credit card reconciliation

  • Compiling income statement and balance sheet

  • Providing tax return ready financial statements

Our Tax Filing Process

Mansi Bhatt, CPA

Meet your CPA

Mansi Bhatt, CPA is founder of MB Tax pal. Mansi brings with her over a decade of experience in accounting. She began her career in accounting and evolved her expertise to include tax preparation, planning and bookkeeping. Mansi believes in providing quality service to each of her clients. She takes extra care to listen to clients' needs while providing thoughtful guidance.


When not working, Mansi loves spending time with her family. She enjoys traveling and going on hikes.

 

Testimonials

  • Heidi B.

    I typically prepare my own taxes but this year had some new challenges that I was struggling to understand. Mansi was great! I'm so happy to have found her. She is everything you want in someone to prepare your taxes: knowledgeable, quick to repsond to my many questions, efficient, and organized. I felt very confident that she understood my situation. My Federal and two separate State returns were completed accurately and quickly with all exchange of sensitive information going through a secure portal. Well worth the price! Highly recommend.

  • Monoo and Sarah P.

    Mansi is our tax advisor and helps us navigate our complex tax return with professionalism and diligence. She provides a great value as well! We look forward to a great long term relationship!

  • Santiago D.

    Mansi at MB Tax Pal is very professional and easy to work with. Tax situation was complex but she was helpful in walking me through the process. She is very detailed in answering your questions and preparing the tax return. I'd recommend her for anybody who needs helps navigating taxes when your situation is a bit more complex that a standard W2. Price was very affordable for the level of service received. I will be back next year.

  • Evan M.

    MB Tax Pal provides premium service at a reasonable price. With their help I was able to file my taxes quickly and with no difficulty. I will continue to work with MB Tax Pal for future financial assistance.

  • Ashish P.

    The consultant was really helpful and quick to work on taxes. She also recommended better ways how to file taxes.

Contact us.

mbtaxpal@gmail.com
(510) 431-2382

Bay Area, California