MFI Works

Jonathan and his team are an invaluable resource to me and my business. He's proactively educated me how to employ strategies and tactics to put us in the strongest possible position in case of audit while also optimizing my business structure to save on taxes. I recommend MFI Works to a growing business owner looking to save money on taxes and stay out of trouble with the IRS. Do yourself a favor and read his book, or better yet, hire him!
May 24th, 2021

I hired Jonathan Maki to help me better understand my books, plan my taxes, avoid audits, and gain a deeper knowledge of my small business finances. The experience has blown me away! MFI has exceeded every expectation I had. As someone who knows very little about finances (I had to contact my bank to know if I had a Roth IRA or Traditional IRA), it was a relief having Jonathan on my side for my weekly bookkeeping, monthly reconciliations, quarterly estimated taxes, annual tax filings. I have been so happy with the experience, we are now partnering with a financial advisor for my future retirement. What I appreciate most about Jonathan and his team is they do not simply tell you what to do. Rather, they provide you with the tools and resources you need to be successful in understanding and actively managing your finances. Thank you, MFI!
May 15th, 2021

We used MFI Works for our tax preparation this year. Their service was great. They asked the right questions. They patiently answered all our questions, and this led to our being able to take a sizable additional deduction that we werent aware of before. This surprise had implications for our prior years taxes, so MFI Works also prepared amended returns for that year. This out a lot of our own money back in our pockets. Thanks, MFI Works!
Feb 23rd, 2021

Jan 18th, 2021

For the first two years that my first business worked with MFI, they retrieved huge tax refunds for me, finding deductions I could have never found. Now that I have a second business and MFI has expanded their consulting services, I've had monthly meetings to develop business and tax strategies, as well as make a plan for personal investment and savings.
Dec 24th, 2020