Business Details
33 Years
experience
Trusted Accountants in Lake Forest, CA
M M Blank CPA has dedicated itself to delivering personalized financial guidance and accounting expertise since 1993. Our team comprises certified professionals with extensive experience in public accounting, including backgrounds at Big 4 firms, advanced degrees in taxation, and certifications in financial planning. We specialize in tailored services for individuals and businesses, spanning tax strategy, audit support, and financial planning, backed by a commitment to ethical standards and long-term client relationships.Our focus on risk management, industry-specific knowledge, and proactive planning ensures clients receive actionable insights to secure their financial future. By maintaining transparency and prioritizing client needs, we have established ourselves as a trusted partner for navigating complex financial landscapes.
Services
Tax Preparation
Financial Planning
Bookkeeping
Estate Planning
Forensic Accounting
Audit Support
Business Advisory
QuickBooks Services
Retirement Planning
Corporate Tax Filings
Details
- Year established: 1993
Highlights and features
- We combine over 30 years of combined experience with Big 4 accounting firm expertise.
- Our team holds advanced degrees in taxation and certifications in financial planning.
- We specialize in industry-specific solutions for construction, hospitality, and real estate sectors.
- We prioritize fiduciary duty and operate with full transparency and no hidden fees.
- We offer personalized service backed by a 28-year track record of client trust.
Services
Tax Preparation
Our tax preparation services ensure compliance while maximizing deductions for individuals and businesses. We handle federal, state, and local tax filings with expertise in multi-jurisdictional requirements. Clients benefit from strategic planning to minimize liabilities and avoid penalties.
Financial Planning
Comprehensive financial planning addresses retirement goals, estate preservation, and investment optimization. We create customized roadmaps integrating risk management and tax-efficient strategies. Our approach balances short-term needs with long-term wealth accumulation for sustained financial security.
Forensic Accounting
Our forensic accounting specialists uncover financial discrepancies and investigate fraud allegations. We conduct thorough records analysis, quantify losses, and identify process weaknesses. This service includes litigation support and development of fraud prevention protocols for businesses.
Business Advisory
Business advisory covers cash flow management, internal controls, and strategic tax planning. We assist with entity structuring, succession planning, and financial reporting. Clients receive actionable insights to enhance profitability and operational efficiency tailored to their industry needs.
Estate Planning
Estate planning services ensure seamless asset distribution while minimizing tax implications. We coordinate trusts, wills, and gift tax strategies aligned with clients' family dynamics. Regular plan reviews accommodate evolving financial circumstances and legislative changes.
People
Marilyn Blank
Founder & Managing Principal
CPA and CFP with 35+ years in public accounting, including Deloitte experience. Specializes in tax strategy and financial planning. Holds MST from Golden Gate University. Active in community financial education initiatives.
Andrea Scarbrough
Tax Principal
CPA with 25+ years in multi-state tax compliance. Former PwC professional focused on private equity. Handles complex tax planning for high-net-worth individuals and businesses. AICPA member with USC MBT degree.
Pauline Tomaiko
Senior Tax Manager
CPA managing tax and accounting projects for businesses and individuals. Specializes in simplifying complex regulations for clients. Holds CSUF accounting degree. Prioritizes long-term client relationships and service excellence.
Geri Ferger
Tax Manager
Enrolled Agent with KPMG audit background. Resolves IRS and state tax controversies for clients. Advocates for special needs community. Brings technical expertise from both public accounting and corporate finance roles.
Chantel Salas
Supervisor
BBA graduate managing tax preparation and accounting projects. Focuses on nonprofit organizations and small businesses. Pursuing CPA certification. Volunteer finance advisor for sorority chapters with operational oversight experience.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow analysis, tax planning, and internal control implementation tailored to small businesses. Our services adapt to your specific industry requirements.
Do you handle tax preparation for individuals and corporations?
Yes, we prepare all types of tax returns including individual, business, trust, and multi-state filings. Our team stays current with changing tax regulations to ensure compliance.
Can you help with forensic accounting investigations?
Our specialists investigate financial discrepancies, quantify fraud losses, and develop prevention strategies. We provide litigation support and detailed reporting for both civil and criminal cases.
What areas do you serve?
While based in Lake Forest, CA, we serve clients throughout Southern California and nationally via remote consultations. Industries include construction, hospitality, and real estate sectors.
How do you handle client confidentiality?
We use secure portals for document exchange and maintain physical records in protected facilities. Our team follows strict ethical guidelines to ensure complete client information privacy.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and troubleshooting. Our technicians help businesses implement efficient accounting systems tailored to their operational needs.
