Mbs And Tax

Tax returns and DMV paperwork are handled across the same front desk in Cotati, alongside notary and apostille services, payroll and bookkeeping for small businesses, and real estate representation. Monserrat Cruz-Martinez founded the practice and works as both tax preparer and Realtor with eXp Realty of Northern California, taking first-time and ITIN buyers; Suntalee Gonzalez manages the office and payroll, Karime Suarez handles marketing and community events around Sonoma County, and Lucy Chavez keeps files and staffs the front desk. The team is bilingual in English and Spanish. Clients can begin the intake online and upload W-2s and 1099s before coming in to go over the return, drop in without an appointment, or meet by phone or video.

A tax school runs over the summer on Zoom — six to ten weeks of one two-hour class each week, open to students nationwide, ending in a certificate and guidance on setting up a tax business.