We provide a full range of cost-effective accounting and auditing services and deliver timely, accurate financial information to our clients. Meaningful, well-organized financial records ensure that your business operations run more efficiently.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.



We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.



We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

We consult with our individual and business clients on tax issues throughout the year.


We offer services that meet the accounting needs for all the following types of clients. If we don’t have the in-house expertise to
deliver a service, we enlist trusted professionals from other fields—such as attorneys, bankers, third-party administrators,
financial advisors and bookkeepers.

  • Closely Held Businesses
  • Employee Benefit Plans
  • High Net Worth Individuals
  • Nonprofits
  • Private Foundations
  • Real Estate
  • Trusts and Estates

Closely Held Businesses

We’re an advisor who partners with your business to help it grow. We take a holistic approach, where we act as the center of professional advisors your business works with. As your business grows and matures, we can provide a full spectrum of services.

Services Include:

  • Tax planning and compliance, including multi-state and consolidated return issues
  • Assistance with entity selection—partnership, C-corporation, S-corporation, or LLC
  • Tax Representation
  • Identifying and calculating federal and state credits including R&D, energy, enterprise zone and other available credits
  • Accounting, audit, and other attest services
  • Forensic accounting and due diligence
  • Assistance with mergers and acquisitions
  • Pension plan consulting
  • Bankruptcy accounting and compliance

Employee Benefit Plans

As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business.  We also guide clients through the complex fiduciary rules and obligation to avoid penalties and excise taxes.

Services Include:

  • Audit and other attest services
  • Consulting and advice in connection with plan design and selection

High Net Worth Individuals

Individual clients that are a good fit for MMA have complex tax situations that need an objective view towards minimizing their tax liability within the law. We add value for sole proprietors, single-member LLCs. real estate investors, pass-through partnerships, and individuals with substantial capital transactions, net operating losses, or credits.

Services Include:

  • Tax planning and compliance
  • Tax representation before various tax authorities
  • Retirement planning
  • Stock option planning
  • Multi-state tax compliance
  • Personal financial statements


We work hard to provide cost-effective services to nonprofit organizations. Nonprofits that are a good fit for MMA are typically ones ready for the next stage in their growth and maturity. When a nonprofit is trying to grow either through grants or outside agencies that require oversight, we provide experience and expertise regarding internal operations.

Services Include:

  • Accounting, audit and other attest services, including audits under federal guidelines
  • Consulting and advice in connection with accounting systems, internal controls, and policies
  • Preparation of federal 990 and state reporting

Private Foundations

We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. We understand the interaction between the California Non-Profit Integrity Act and the ensuing audit requirements.

Services Include:

  • Tax planning and compliance
  • Accounting, audit, and other attest services
  • Consulting and advice in connection with accounting systems, private investment rules and tax planning for federal excise tax

Real Estate

For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. We read partnership agreements, apply the law to how the agreement is written, and ensure an accurate accounting for outside partners. We provide a full range of services, including ensuring financial statement compliance and tax compliance. We also have expertise planning 1031 exchanges, tax-deferred transactions, and the exchange of partnership interests.

Services Include:

  • Schedule E, disregarded entities and partnership tax compliance
  • Assistance in structuring tax-deferred exchanges of real estate
  • Basis calculation and tracking for changes in ownership
  • Cancellation of debt analysis
  • Property sales and exchanges

Trusts and Estates

We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. In addition to compliance work, we advise in tax planning and in litigation matters, including court accountings and family disputes.

Services Include:

  • Tax planning and compliance
  • Forensic Accounting
  • Trust funding
  • Administrative and accounting services
  • Calculation of distributions to beneficiaries