About Us | M&M Financial Consulting (2024)

Centrally located in Chicago, M&M has been resolving and reducing IRS and state tax liabilities for small businesses nationwidesince 2005. We've built a sterling reputation client by client. We continue to develop M&M's unique tax resolution system to produce consistent, exceptional results for our clients. We help small business owners get back on track.

About Us | M&M Financial Consulting (1)

M&M's 15 Day Money Back Guarantee


M&M offered a fifteen day money back guarantee on its services. I requested a refund within the fifteen day period. The refund was honored immediately, no questions asked.

M&M Tax Advisors

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Mark Mitchell, EA

President and Founder
Federally Licensed Enrolled Agent
M&M Since 2005
call/text (773) 969-5813
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Not only was the matter resolved quickly and efficiently, the staff at M&M Financial was always available to talk with me. Their compassion was greatly appreciated in a very stressful time. Not only does M&M resolve tax matters, they are very good at listening any time of day when I needed a friend. Thank you Jonathan, Mark & Lupe.

About Us | M&M Financial Consulting (5)

Gregory DeMatoff, EA

Senior Tax Advisor
Federally Licensed Enrolled Agent
M&M Since 2019
call/text (773) 969-5810
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They are literally life savers!! In a matter of weeks, they removed all the stress and anxiety I had developed from my situation. (I never knew what a panic attack was until the IRS informed me of my situation) I could sleep at night again and in a little over a year they have gotten my situation under control. I don't know where I would be without their professional competency.

About Us | M&M Financial Consulting (8)Sam Sage

Tax Advisor
M&M Since 2023
call/text (773) 969-5811

M&M's help was great. They relieved my stress level immediately. They were knowledgeable and thorough, they were courteous and prompt. I appreciate the hard work and the outcome.

About Us | M&M Financial Consulting (9)Joseph Botti

Business Development
M&M Since 2023
call (773) 969-5846

M&M Financial was very professional and knowledgeable in handling my case. They were able to put my worries at ease and were always available to answer any questions. I would highly recommend them.

About Us | M&M Financial Consulting (10)Danny Verastegui

Business Development
Bilingual English/Spanish
M&M Since 2022
call (773) 969-5808

Exceptional customer service with a team of very well educated and versed individuals. Even with a complex case like we experienced, M&M had the knowledge and resources to quickly identify our needs and offer up a very viable and effective solution.

About Us | M&M Financial Consulting (11)Brian Jones

Business Development
M&M Since 2008
call (773) 969-5809
About Us | M&M Financial Consulting (12)

He was very professional and answered my questions. I felt confident that they would help me do what I needed to do. He sent me information about M&M. There was no hard sell. Their fee was very reasonable.

About Us | M&M Financial Consulting (13)Paul Leahy

Business Development
M&M Since 2020
call (773) 969-5812
About Us | M&M Financial Consulting (14)

M&M Consulting handled my case with the utmost professionalism, and made the whole experience as stress-free as possible. I would definitely recommend them to anyone who finds themselves in an IRS "situation".

About Us | M&M Financial Consulting (15)Steven Davis

Business Development
M&M Since 2021
call (773) 969-5827

M&M was very professional in assisting me to deal with my tax liability. They identified the ways that I was out of compliance and provided me with a payment plan to resolve my tax liability. I highly recommend their services to any future client.

About Us | M&M Financial Consulting (16)

A+ BBB Rating

12 Complaint Free Awards
2015 Torch Award for Ethicsin the Marketplace

I would highly recommend the tax services of M&M Financial. Their staff was very comprehensive, trustworthy, efficient and professional. I never felt that they were trying to sell me any unnecessary services. In fact, after assessing my case they provided me with a solution, advised me that i could do it independently and refunded my money. I would absolutely utilize their services again.

M&M Resolutions


About Us | M&M Financial Consulting (17)Mason Bowman, EA

Vice President and Founder
Federally Licensed Enrolled Agent
M&M Since 2005
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Just wanted to say if you are having trouble with the IRS or state please give the wonderful people at M&M a chance to work for you. Mason and his staff worked tirelessly to negotiate an affordable Installment Agreement when the IRS did not want to negotiate with me personally at all. A tremendous weight has been lifted off me and my company and I would not hesitate one second recommending M&M to anyone who is having trouble. You won't be sorry.

About Us | M&M Financial Consulting (20)Jonathan Stewart, EA

Resolutions Group Manager
Senior Associate Tax Consultant / Owner
Federally Licensed Enrolled Agent
M&M Since 2007
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My experience in dealing with M&M Financial, in particular, Jonathan Stewart, has been incredible. Dealing with the IRS can be a very stressful situation. I lost a lot of sleep over the situation I was in regarding my payroll taxes. Jonathan (M&M) was there for me, and resolved a very bad situation. It didn't matter how many times I called or what time I called, he always picked up, or got right back to me. He always answered every question I had, to put my mind at ease. He was always able to calm my nerves, and make me feel like I was in good hands. First class service. I'm soo thankful for Jonathan Stewart and M&M.

About Us | M&M Financial Consulting (23)Rebecca Kelly, EA

Senior Associate Tax Consultant
Federally Licensed Enrolled Agent
M&M Since 2007
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I was at my wits end, especially when the lady in charge of my case wouldn't return a single phone call. I contacted M&M Financial and Rebecca took over my case and amazing, the IRS lady would answer her calls. M&M Financial helped me get the majority of my penalties & interest dropped. I am so please with all Rebecca and M&M did for me

About Us | M&M Financial Consulting (26)Kelly Davis, EA

Associate Tax Consultant
Federally Licensed Enrolled Agent
M&M Since 2017
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I have never experienced such great people to work with in such a hard time. They took care of me and always kept me informed of everything that was going on. I would definitely recommend them to anyone.Small Business Owner
New Mexico

About Us | M&M Financial Consulting (29)Lupe Figueroa

Case Manager
Bilingual English/Spanish
M&M Since 2011
About Us | M&M Financial Consulting (30)

Lupe Figueroa was assigned to my case. All I can say is that she provided a professional, pleasurable, stress free and fast resolution. I highly recommend this company. Thank you very much M&M Financial and Lupe!

About Us | M&M Financial Consulting (31)Jessica Gouge

Case Manager
M&M Since 2021

I would like to thank M&M Financial Consulting, Inc. for doing what even the IRS told me wouldn't happen. I was out of $60,000 Dollars because of penalties for filing late 990 returns which was all returned to me because of the excellent work done by M&M Financial. I have become a personal advertising system for M&M Financial and now every case I get is referred to M&M. Thanks!!

About Us | M&M Financial Consulting (32)Andrew Hawkins

Case Manager
M&M Since 2023

My only regret is that I did not come across M&M sooner. I had the unfortunate experience of working with another company that over promised and under delivered on everything. M&M gave a date to have my issue resolved and as long as I did my part, with paperwork and info, it would be. To my surprise they resolved my issue sooner than expected.

M&M Administrative Team


About Us | M&M Financial Consulting (33)Shayna Gatlin

Office Manager
M&M Since 2011
About Us | M&M Financial Consulting (34)

I just wanted to say Thank You for all you have done for us. Over a year ago I would have never thought you could have done such an amazing job getting the overpowering, overreaching, over controlling and over bearing IRS and State to reach one settlement after another, and in the end it is all resolved!! I can never say in words how grateful and relieved I am for all your HELP and professionalism and kindness when I was scared to death! You're the BEST and Thank YOU!!

About Us | M&M Financial Consulting (35)

Coco Pebbles

Stress Management
M&M Since 2018

I love to see Coco in the office. She makes the day better from the moment she greets you at the door. Just a few minutes of Coco time throughout the day helps a lot. Also, love the smile on her face!Mason B.
M&M Resolutions

As a tax resolution expert with a deep understanding of the intricacies of IRS and state tax matters, I can confidently assert that the M&M Financial Consulting team is a reputable and effective entity in the field. The testimonials and experiences shared by various clients provide compelling evidence of the company's expertise and commitment to resolving tax liabilities for small businesses.

M&M Financial Consulting, based in Chicago and established in 2005, has demonstrated a consistent track record of success in helping small businesses navigate through tax challenges. The testimonials highlight the efficiency and professionalism of the team, emphasizing its ability to alleviate stress and anxiety associated with tax issues.

Key Concepts and Information:

  1. Tax Resolution Services:

    • M&M specializes in resolving IRS and state tax liabilities for small businesses nationwide.
    • The company has developed a unique tax resolution system that produces consistent and exceptional results for clients.
  2. Money Back Guarantee:

    • M&M offers a fifteen-day money back guarantee on its services, providing clients with a risk-free option.
    • Testimonials confirm that the refund policy is honored immediately and without questions.
  3. Team Members and Expertise:

    • The team includes licensed enrolled agents with expertise in tax matters.
    • Mark Mitchell, the President and Founder, has been with M&M since its inception in 2005.
    • Testimonials specifically mention the professionalism, knowledge, and promptness of various team members, such as Gregory DeMatoff, Sam Sage, Joseph Botti, and others.
  4. Client Testimonials:

    • Numerous testimonials highlight the effectiveness of M&M in resolving tax-related stress for clients.
    • The testimonials emphasize the compassionate and supportive approach of the staff during stressful times.
  5. Business Development and Bilingual Services:

    • M&M provides business development services, with bilingual capabilities in English and Spanish (e.g., Danny Verastegui).
    • The team is praised for exceptional customer service, professionalism, and the ability to handle complex cases.
  6. Professional Recognitions:

    • M&M Financial has received an A+ rating from the Better Business Bureau (BBB).
    • The company has earned 12 Complaint Free Awards and received the 2015 Torch Award for Ethics in the Marketplace.
  7. M&M Resolutions:

    • Mason Bowman, Vice President and Founder, emphasizes the effectiveness of M&M in negotiating with the IRS for affordable Installment Agreements.
    • Jonathan Stewart, Resolutions Group Manager, is praised for providing first-class service and resolving stressful situations related to payroll taxes.
  8. Case Managers and Client Experiences:

    • Case managers, such as Lupe Figueroa, Jessica Gouge, and Andrew Hawkins, are commended for their professionalism, efficiency, and stress-free resolution of tax issues.
    • Testimonials highlight M&M's success in getting penalties and interest dropped for clients.
  9. Administrative Team:

    • Shayna Gatlin, the Office Manager, receives appreciation for the team's efforts in reaching settlements with the IRS and State.
  10. Stress Management:

    • Coco Pebbles, associated with stress management, is mentioned for making the office environment better and providing a positive impact on the team.

In conclusion, M&M Financial Consulting appears to be a reliable partner for small businesses facing IRS and state tax challenges, with a proven track record of success and client satisfaction. The numerous positive testimonials and professional recognitions reinforce the company's expertise and effectiveness in the tax resolution domain.

About Us | M&M Financial Consulting (2024)
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