Trusted Tax Preparation Services in Salinas, CA, for Individuals and Small Businesses

A Smarter, More Personal Approach to Filing Taxes

When tax season rolls around, stress and uncertainty often follow. But it doesn’t have to be that way. At Malvini Mortgage & Malvini Real Estate Group, we provide professional, straightforward tax preparation services for individuals, families, and small business owners throughout Salinas, CA, and beyond.

Since 2007, we’ve extended our real estate and mortgage experience into the tax world—giving clients a comprehensive, connected view of their finances. Our team, led by Steve Malvini and his daughter Angela Malvini, takes pride in offering detailed, ethical, and personalized tax support—whether you’re filing a simple return or managing multiple revenue streams.

More Than a Tax Service—A Financial Check-In

Taxes are about more than just forms and deadlines. They reflect your year—your business, your family, your future. That’s why we approach tax preparation not as a one-time transaction, but as an opportunity to help you gain clarity, maximize deductions, and plan smarter for what’s next.

Our clients appreciate our direct, consultative style. We’ll explain your return line by line, answer your questions in plain English, and ensure you understand every decision before anything is submitted.

And if something from a past year doesn’t look quite right? We’ll help you fix that too.

  • Woman reviewing paperwork at a laptop, likely managing finances in a well-lit indoor setting.

Think You Missed Something on Last Year’s Taxes?

Did you file your own return using software last year? Or have a previous preparer you’re not sure about?

We offer a complimentary review of past returns and will identify missed deductions, incorrect filings, or refund opportunities. If we find an error, we’ll handle the amendment process for you—helping you reclaim the money you’re owed and putting it back where it belongs: in your pocket.

Our Tax Services Include:

Personal Tax Returns (1040, W-2, Schedule C, etc.)

Small Business and Sole Proprietor Taxes

Prior-Year Amendments and Corrections

IRS and Franchise Tax Board Response Assistance

Business Consulting for Tax Efficiency

Notary Public Services

Estimated Quarterly Tax Calculations

Guidance on 1099 Contractors and Gig Economy Income

Accounting Service Referrals (as needed)

Meet Your Preparers—A Team You Can Trust

At the core of our tax services is a simple belief: you deserve to understand your finances and trust your preparer.

I’m Steve Malvini, a CTEC-registered tax preparer (A159791) with over 17 years of experience in tax preparation, backed by decades in mortgage lending and real estate. This rare combination allows me to provide insight beyond just the numbers—helping clients make smarter, more holistic financial decisions.

Alongside me is my daughter, Angela Malvini (CTEC #A160486), who manages the office, handles notary services, and processes client files. She is a registered tax preparer also with over 17 years of experience and a vital part of our team, bringing exceptional care and attention to every client interaction.

When you work with us, you’ll always know who is handling your return—and you’ll never be treated like just another file in a stack.

Transparent Pricing, Flexible Support

Tax services should never come with surprise fees or vague explanations. That’s why we’re up front with our pricing and take the time to tailor our services to your situation—whether you’re dealing with straightforward W-2 income, side hustle revenue, or multiple business deductions.

We offer flexible scheduling, virtual or in-person consultations, and timely communication throughout the entire process. And if you receive an IRS or state notice after filing? We’re here to help interpret it and respond—no extra hassle, no panic.

Ready for a Tax Service That’s Actually Helpful?

Tax season doesn’t have to be a dreaded chore. With Malvini Mortgage & Malvini Real Estate Group, you get a partner who’s not only experienced but also invested in helping you make informed, strategic choices.

We serve clients across Salinas, Monterey County, Santa Cruz County, and throughout California. Whether you’re filing for yourself, your family, or your business—we’re here to help you feel confident and supported every step of the way.

Call Today to Schedule Your Appointment

Call or text (831) 206-4919 to schedule a consultation or request a past return review.

We’re here to simplify the process, answer your questions, and help you get the most from your return.

Credentials

Steve Malvini

CTEC Registered Tax Preparer

CTEC ID: A159791

Angela Malvini

CTEC Registered Tax Preparer / Notary Public

CTEC ID: A160486

Phone: 408-421-8004

Email: malvinimtg@aol.com

Clear Guidance. Honest Answers. Reliable Results.

Let’s make this tax season the easiest one yet.

Call (831) 206-4919 today.