MG Financial, Tax & Accounting, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: contractors (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | MG Financial, Tax & Accounting, Inc. | home page Nov 6, 2026 | |
| Website | https://www.mgfta.com/ | home page | |
| Office locality | Stockton, CA | home page | |
| Phone | +12092351040 | home page | |
| Offers bookkeeping | Documented: ...their business. We work with individuals and small businesses to prepare tax returns, bookkeeping, payroll, tax planning, retirement planning, and business consulting. We ensure... | /about | |
| Monthly bookkeeping | Documented: ...Our Stockton-based local CPA team, - MG Financial, Tax & Accounting, Inc. offers expert monthly bookkeeping, payroll setup and processing, and tax preparation services for small... | /faqs | 8 pts (max 8) |
| Payroll coordination | Documented: ...We work with individuals and small businesses to prepare tax returns, bookkeeping, payroll, tax planning, retirement planning, and business consulting. We ensure timely and... | /about | 4 pts (max 4) |
| Industries served (documented) | contractors | /our-team-1 | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Angel Maldonado · CPA (self-reported to the IRS, not a state license) · business name on the record: MG Financial, Tax & Accounting Inc. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Angel Maldonado, CPA | /our-team-1 | 3 pts (max 3) |
| Communication channel / process | Documented: ...their goals through thoughtful, innovative solutions. Tim Saechao - Senior Accountant A dedicated accountant and University of the Pacific graduate, he brings nearly 9 years of... | /our-team-1 | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'MG Financial, Tax & Accounting, Inc.' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Angel Maldonado under the business name 'MG Financial, Tax & Accounting Inc.' in Stockton, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 22 evidenced items come from MG Financial, Tax & Accounting, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.