Mallari Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
Who they say they serve: restaurants, construction, non-profits, e-commerce (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Mallari Tax | home page Oct 29, 2026 | |
| Website | https://mallaritax.com/ | home page | |
| Office locality | Fairfield, CA | home page | |
| Phone | +18338297322 | /contact-us | |
| Offers bookkeeping | Documented: ...businesses, Mallari Tax was established to offer in-depth Tax Accounting, Planning, and Bookkeeping Solutions. Our approach is proactive, innovative, and tailored to meet the... | home page | |
| Payroll coordination | Documented: ...Timely, efficient bookkeeping services are available for businesses of all sizes. Total payroll services for small business clients,Federal and State tax filings, issuance of... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...so your services needs are met efficiently and accurately. This means you will get monthly financial reports each month and on time. You will also have access to your cloud-based... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, non-profits, e-commerce | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks Online | /our-services Oct 29, 2026 | 5 pts (max 5) |
| Pricing approach published | Quote only (stated): "Free Quote" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...work with clients from all sectors, no matter the staff or revenue size. Our clients include: Construction Companies Inspectors Roofers Electricians Non-Profits Haulers Trash &... | /about-us | 5 pts (max 5) |
| Onboarding described | Documented: ...It’s simple to get started and we’ll stand by your side throughout the entire process. Step 1: Schedule a Strategy Session with our Sales Team Fill out the contact form on our... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...so your services needs are met efficiently and accurately. This means you will get monthly financial reports each month and on time. You will also have access to your cloud-based... | home page | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 5, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Named contact / team (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Mallari's Tax' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Mallari's Tax' in Fairfield, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Mallari Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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