At Malloy Management Group, we know that you want to control your business, finances, and investment portfolio. To do that, you need the right tools and the right strategies to get you there. The problem is, that you lack the guidance and expertise needed to master the IRS tax code and properly set up your business entities, which makes you feel overwhelmed. We believe that you deserve to have clarity and confidence in your business's health and your real estate or investment portfolio.
We empower female founders, investors, and high-net-worth individuals to master their finances and save thousands of dollars in tax liability so they can confidently make financial decisions. Our mission is to help you grow, protect, and invest your money so you can build a sustainable financial future.
By identifying your greatest business challenges, setbacks, and financial concerns, we create a unique opportunity to implement money-saving tax strategies and foundational tools that will ultimately fuel your retirement. We also teach our clients how to leverage other people's money to build, grow, and scale their businesses.
Our "Done With You" packages work in concert with our "Done For You" services, and include high-caliber strategic tax planning and preparation services, payroll, business formation, retirement planning, and coaching and consulting services to help you streamline your day-to-day back-office operations and maximize your profitability. In essence, we help you shift your business or organization from a place of panic to a position of prosperity and profitability.
"Mrs. Malloy was very helpful and took a look at my books free of charge and was able to help me quickly identify areas in my coaching business that needed attention. I received a lot of information on ways to automate my daily tasks and increase my sales. She went above and beyond to get my business streamlined and more efficient, which I appreciate very much."
Educator & Coach
Researching a new tax preparer, I met Patrice by recommendation and must say I appreciate her tax knowledge and insistence on precision. My tax situation was beyond my understanding, but she was able to explain and breakdown exactly what was going on in a way that made it easy to digest. I've now made my own recommendations for her service to friends."
"My name is Jerry and I just recently used the services of Patrice Malloy of the Malloy Management Group. I hadn't done my taxes in 2 years and I also needed to do my 2019 taxes. Ms. Malloy was highly recommended based on her knowledge, experience, and client relations. What also impressed me was her ability to be patient with the multitude of questions I asked. She was articulate and simplified the process so I was able to understand it from start to finish. Any additional information she thought was beneficial to my return (that I didn't know I needed) she guided me on how to find it with ease. These positive attributes coupled with her strong work ethic set her apart from other preparers I've used in the past. They generally just took what I gave them and didn't dig deeper into getting me a good refund and Patrice took the time to do so without provocation. It was a pleasure working with her and I know anyone using her for their taxes, or any of the other services they provide, will have a pleasant experience. I have already recommended the Malloy Management Group to several of my colleagues, friends, and family and will continue to do so. Again, thank you very much, Patrice, for your professionalism and help with my 3-years worth of taxes! "
Mrs. Malloy was very helpful and took a look at my books free of charge and was able to help me quickly identify areas in my coaching business that needed attention. I received a lot of information on ways to automate my daily tasks and increase my sales. She went above and beyond to get my business streamlined and more efficient, which I appreciate very much."
I was hesitant to pay someone to do my taxes but I am so glad that I found the Malloy Management Group. After 3 years in a row (under the Trump tax plan) of paying almost 4000 in taxes each year, I was very surprised at the word "refund" on my documents. The Malloy Management Group was fast, professional, and made sure to get me all the way together. I highly recommend the Malloy Management Group and I hope they're not too busy to do my taxes again next year!
Beauty Supply Store Owner
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Understanding the operation of your business is key! Our firm specializes in front and back-office administrative tasks, as well as bookkeeping, payroll & reporting activities that increase profitability in your business and reduce your overall tax liabilities. We also prepare you to become financially fit and fundable.
QuickBooks Online and Xero Software training programs are made available to business owners looking to arm themselves with the tools required to tackle their own bookkeeping. We provide the training and teach best practices and methodologies to ensure that your business runs at peak performance.
Take the headache and guesswork out of preparing your quarterly and/or annual taxes. We work diligently to help you reduce tax liabilities and identify cost-saving strategies to increase profitability. The average business owner will miss out on 30-50% of potential deductions each year. We empower you to take advantage of the tax breaks that you deserve.
The smartest way to expand your business reach and growth is to invest wisely. At MMG, We guide our clients in the best possible approach to obtain/increase assets and enhance their retirement portfolio based on their financial goals. Additionally, we work to insure your business and its assets so that you and your family will be protected if an unexpected life event occurs.
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