MT & Associates Tax Service, Inc.

MT & Associates Tax Service, Inc.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Contact Information

Address

202 Pajaro St

Salinas, California 93901

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 10AM-5PM

Customer Reviews

MT & Associates has been doing my taxes for several years now. I cannot thank them enough. I use to do my taxes myself when it was just W-2 income. But when my income sources became complicated, I needed help. I have been referring clients to Maria Trujillo for over 20 years. Even other tax professionals go to her for assistance. I knew I?d be in good hands, and I was. Maria and her team are the upmost professionals, but also warm and kind. I really appreciate them!!! I recommend them to anybody th

I been going to MT tax services for 5 years with Martin and I love it. He makes me feel really comfortable and he?s really knowledgeable on what he does. I feel that my paperwork is being done correctly and that he?s doing my business tax service as best as possible. I have recommend friends going to his office; as soon as you walk in you?re greeted and helped by his staff. I can?t think of anyone else I would trust to do my taxes. Go check them out!

I highly recommend MT & Associates Tax Service for all payroll, tax prep, and bookkeeping matters. We have been working with Maria Trujillo since 1994 and she has always provided us with outstanding service. She and her staff have always been very professional, kind, and trustworthy when dealing with our tax prep and bookkeeping. She is very passionate about her work and helping small business owners (like us) succeed in business by always being there for us for any tax questions we have.

I?ve been a long standing customer with MT Tax service. I?ve brought them my business for almost 10 years they are reliable, knowledgeable, and trustworthy. They are a family operated business. The staff is friendly and accommodating, they always respond to any questions I have. I?m grateful to have crossed paths with this company and I am lucky to do business with them. They?re great!

We were thinking to give our business with MT & Associates Tax Service but we decided not to! We had an appointment and they never told us consultation will be $85 an hour. Reason we wanting to talk to Maria cause someone referred us to her. We wanted to see how she works with bookkeeping, Taxes & Payroll but we never thought she will charge us for her time. Which I think it's unprofessional for her and her business. Other Tax Services don't charge for their time. I noticed they charge everything by an hour

As professional as it gets! Martin walked me through the steps for all the proper permits and was very patient with me making everything clear on all my questions! MT& Associates made all my problems go away and that's piece of mind rite there!

Very helpful and friendly, highly recommend!

Worst tax service in Salinas don?t trust them with your tax! Ill trust a scammer before them And There lazy they?ll lag on anything you ask them to do. I?ve had the worst experience with them in my life!

Got ripped off! 120 dollars for a just a W-2. The guy didn?t even bother to file my 1098-T. GO ELSE WHERE!!!

Hi thanks maria and Martin for helping me all these past five years doing my taxes they are very professional. They help me with 2018 ,19,20,21,22 they help me a lot thanks

M&T are very helpful and reliable peor I have donde my taxes with them for a couple of years already and I love it

These people have the worst customer service ever this is my first and last time going to them. They started my taxes late February it?s now may and they just gave me a call back that they need another form !!! 5 months later really!!!

Great experience with Martin

(Translated by Google) The Salinas Valley is blessed to have MT & Associates Tax Service, Inc. My parents and I have been satisfied with the great service for several years as Maria Trujillo and her team are professional while representing their clients well. For example, in my university education, Mart?n asked me about some subjects that I could report on how the books cost and more. Trust is further strengthened by knowing that Maria ensures that her team is well trained each year to better serve her cli

(Translated by Google) MT & Associates tac Services They are very friendly and professional. Personally, I have known the owner for more than 20 years since she has served us and we have not had a single problem either personally or professionally. I recommend it. (Original) MT & Associates tac Services Son muy amables y profesionales yo en lo personal tengo conociendo a su propietaria des de ase m?s de 20 a?os que nos atendido y no emos tenido ni un problema ni en lo personal ni en lo profesional yo lo re

(Translated by Google) Very professional Very professional staff who know what they're doing very well. I recommend them 100% for any type of tax!!! (Original) Very professional Muy profesional personal que sabe muy bien lo que hacen Lo recomiendo 100% para cualquier tipo de taxes!!!

(Translated by Google) Very good with a lot of experience, they solve the problems that others have, highly recommended. (Original) Muy buenos con mucha experiencia,te solucionan los problemas que otros cometen muy recomendable.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.