MBS & Associates Business Services

What MBS & Associates Business Services does

MBS & Associates Business Services Inc. is a privately held professional services firm headquartered in Madera, California, operating in the Central California market since approximately 2010. The firm provides a full suite of accounting, tax, and ancillary services to individual taxpayers and small businesses, including federal and state tax return preparation for individuals, C corporations, S corporations, LLCs, partnerships, and sole proprietorships; quarterly, monthly, and annual bookkeeping; full-service payroll processing including W-2 and 1099 preparation; tax planning and forecasting; notary signing services; and document preparation. The firm explicitly markets its bilingual (Spanish-speaking) capability and a "lifetime friend" relationship model targeting long-term client retention rather than transactional engagements.

The firm's underlying technology stack is modest and oriented around secure client interaction rather than proprietary IP. Service delivery is operated remotely via online video meeting and screen share, supplemented by in-office appointments and notary services. Client document exchange is handled through a secure portal with two-factor authentication (powered by SecureFilePro) for returning clients and a separate encrypted exchange (Encyro) for new clients, with appointments scheduled through a YouCanBook.me live calendar integration. The website additionally hosts a suite of free financial calculators covering tax, retirement, savings, business, home ownership, loan, and vehicle financing scenarios, used as a top-of-funnel engagement tool. The firm does not disclose any proprietary software, AI/ML capabilities, patents, or third-party platform partnerships beyond standard accounting software compatibility (QuickBooks, Peachtree).

Commercially, MBS operates a sales-led, quote-based professional services model with no publicly disclosed pricing tiers or fee schedules. Revenue is generated entirely through professional services fees across the five core service lines. The go-to-market is relationship-driven and content-supported, anchored on a monthly client newsletter, downloadable tax organizer templates, and curated government/IRS resource links. The customer base is fragmented across individual taxpayers and small businesses (including service and manufacturing sectors), with no disclosed enterprise or anchor clients. The firm has no disclosed funding, no parent company, and no institutional ownership — it appears to be founder/owner-operated with a small named team (Monique Soria and Patricia Ybarra as the primary client-facing contacts).

Name

MBS & Associates Business Services

Legal name

MBS and Associates Business Services Inc.

Website

https://mbsbusiness.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

MBS & Associates Business Services Inc. is a privately held accounting and tax preparation firm headquartered in Madera, California, serving individuals and small businesses in Central California with tax preparation, bookkeeping, payroll, tax planning, and notary services delivered remotely and in-office.

Ownership category

akta.pro rank

Headquarters

HQ city

Madera

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: Preparation and filing of individual and business tax returns including Federal and State returns for C corporations, S corporations, LLCs, partnerships, and sole proprietorships.
2. Bookkeeping Services: Ongoing bookkeeping services for businesses of all sizes, prepared on quarterly, monthly, and/or annual basis with budgeting and forecasting support.
3. Payroll Services: Complete payroll processing including record maintenance, time card tabulations, tax withholdings, Federal and State filings, check issuance, and W-2/1099 preparation.
4. Notary and Signing Services: Notary signing services and document preparation for various legal and financial documents.
5. Tax Planning Services: Tax planning and tax forecasting services for individual and small business clients, including long-term tax strategizing and mid-year tax planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

MBS & Associates Business Services provides a complete range of tax preparation, bookkeeping, payroll, tax planning, notary signing, and document preparation services for individuals and small businesses in Central California. Services are delivered remotely via online video meeting, screen share, and a secure client document portal, as well as in-office by appointment, with bilingual Spanish-English staffing available.

Product overview

MBS & Associates Business Services offers a unified suite of professional tax preparation, bookkeeping, payroll, notary, and document preparation services for individuals and small businesses in Central California. The core service portfolio centers on tax-related offerings (individual tax returns, business tax returns, and tax planning services) supplemented by accounting services (bookkeeping and payroll). The company also provides access to financial calculators as a client-facing tool covering tax, retirement, personal finance, savings, business, home ownership, loan, and vehicle financing calculations. All services are delivered through a combination of in-office and remote online video meeting capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• H&R Block:

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks1 record

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MBS & Associates Business Services