Tax preparation · Tax planning · Bookkeeping
Your finances
deserve a
higher standard.
MBA Financial & Accounting Solutions helps individuals and business owners in Calabasas bring tax preparation, tax planning, bookkeeping, and business formation into one coordinated conversation. Understand where you stand—and what comes next.
Complimentary consultation with a Senior Tax and Accounting Associate. Mark Naaman available upon request.
Mark Naaman
Founder & CEO · MBA Financial
Serving Calabasas, Woodland Hills, Agoura Hills, and greater Los Angeles.
Tax preparation and planning connected to your financial goals.
Four services that work as one.
Tax preparation, tax planning, bookkeeping, and business formation—coordinated by one team in Calabasas. Your records inform your tax return. Your tax picture helps guide the decisions ahead.
Tax preparation
Personal and business tax returns for individuals, S corporations, C corporations, partnerships, and LLCs. Review your records, applicable deductions and credits, and federal and state filing requirements.
Tax planning
Plan before year-end and major business decisions. Review projected income, estimated tax payments, owner compensation, and entity tax treatment to understand your options before you act.
Bookkeeping
Monthly bookkeeping, bank and credit card reconciliations, and financial reporting for small businesses. Keep your records organized, understand business performance, and get support with catch-up bookkeeping.
Business formation
Compare LLC and corporation structures and understand S corporation tax elections. Coordinate formation steps and establish an accounting foundation that fits how your business will operate.
Trust should be something you can see.
Your accountant handles information and decisions that matter. You deserve clear expectations, thoughtful advice, and explanations you understand.
Clear scope from the start.
Know the services, fees, responsibilities, and next steps before work begins.
Advice built around you.
Your goals and records guide our tax and accounting recommendations, with clear explanations.
Care for what you share.
Understand which records we need, how to provide them, and who to contact with questions.
A connected financial picture.
Bring bookkeeping, tax preparation, and planning together through the services agreed for your business.
The people behind your financial picture
Know who
you’re relying on.
Your accountant’s experience, responsibilities, and judgment matter. So does understanding who is doing the work and how the engagement will support your needs.
Named professionals. Clear responsibilities.
Experience and credentials you can evaluate.
A conversation about your actual circumstances.
People behind the numbers
A financial picture
is a personal one.
Behind every return and balance sheet is someone building a business, supporting a family, or preparing for the next chapter. Understanding that context is part of understanding the numbers.
MBA Financial & Accounting Solutions brings accounting and tax services together in Calabasas, with a team focused on the details and the decisions they inform.
Know the people you are relying on.
Meet our leadership, tax, and accounting professionals, and learn about their roles and experience.
How we work together
A straightforward start.
A thoughtful plan.
01 / UNDERSTAND
Start with the real questions.
Begin with a complimentary consultation. We discuss what is not working, your immediate priorities, and your longer-term goals to identify where MBA can help.
02 / DEFINE
Agree on the work.
Establish the scope, responsibilities, and fees. Confirm the records needed and the expected next steps for your engagement.
03 / COORDINATE
Connect the details.
Provide the relevant records, review questions with our team, and understand the results and recommendations within the agreed scope.
Different needs. The same care.
Support for where you are
and where you are going.
Individuals & families
Personal tax preparation and planning conversations as income, investments, property ownership, or life circumstances change.
Business owners
Bookkeeping, business returns, and tax planning that connect your financial records with the decisions ahead.
New & growing businesses
Support evaluating business structures and building accounting practices as your responsibilities and operations evolve.
Calabasas, California
A local team.
A thoughtful perspective.
MBA Financial & Accounting Solutions provides tax preparation, tax planning, bookkeeping, and business formation services from our Calabasas office.
We serve individuals and businesses in Calabasas and nearby communities, including Agoura Hills, Woodland Hills, West Hills, and Hidden Hills.
Let’s make your next
step a clear one.
27001 Agoura Road, Suite 200
Calabasas, CA 91301
Straightforward answers
Before you
choose a team.
Clear answers help you understand what a service involves and whether it fits your needs.
What does MBA Financial & Accounting Solutions do?
MBA Financial & Accounting Solutions provides tax preparation, tax planning, bookkeeping, and business formation services in Calabasas, California. We work with individuals and business owners and agree on the scope of each engagement.
How do tax preparation and tax planning differ?
Tax preparation reports activity and completes required returns for a tax year. Tax planning evaluates your circumstances and upcoming decisions before relevant deadlines. The services can work together, but planning should be specifically included in your engagement.
Can you help with both business and personal taxes?
Yes. We prepare individual and business returns, including returns for corporations, partnerships, and LLCs. Your filing requirements depend on your circumstances and, for a business, its tax classification.
How are your fees determined?
Fees depend on the service, complexity, condition of the records, and agreed scope. An initial conversation helps identify the work required so the proposed engagement can be discussed clearly.
Can I switch accountants?
You can contact us to discuss your needs and the work you want to transfer. We can identify the relevant prior returns, financial records, and access information needed to evaluate a new engagement.
What should I include in my first inquiry?
Describe the services you need and any relevant timing. Do not include Social Security numbers, account passwords, or tax documents in a general website inquiry. Contact our team for document-delivery instructions.
Getting started takes three steps.
Free consultation
Discuss your immediate needs, longer-term goals, and upcoming deadlines in a complimentary consultation.
A clear proposal
Understand the proposed services, fees, responsibilities, and records needed before the work begins.
Your dedicated team
Know who is handling your work. Share the requested records and stay informed as your agreed services move forward.
Let’s talk about your
numbers.
Book a complimentary consultation to discuss your immediate needs and longer-term goals. Meet with a Senior Tax and Accounting Associate, or Mark Naaman upon request.
27001 Agoura Road, Suite 200
Calabasas, CA 91301
