ABOUT
Monserrat Cruz-Martinez
Co-owner of MBS & Tax
Realtor & Tax Preparer
I am a dedicated tax preparer with over 10 years of experience in the tax industry and a Realtor. I'm dedicated to helping you navigate the complexities of taxes and real estate with confidence and peace of mind.
​
I have a passion for helping individuals and businesses maximize their tax savings. I stay current with the latest tax laws and regulations to ensure my clients receive accurate and up-to-date advice.
In addition to my tax preparation services, I am also a licensed realtor, helping clients find their perfect home or investment property. I have a keen eye for detail and understand the importance of finding the right property that meets their needs and budget.
​
I take pride in providing personalized service and building lasting relationships with my clients. Whether it's preparing taxes or finding the perfect property, I am committed to delivering exceptional results and exceeding expectations. Let me help you navigate the world of taxes and real estate with ease. I bring years of experience and market knowledge to the table. From conducting thorough market analyses to negotiating the best possible deals, I'm committed to delivering exceptional results tailored to your unique needs.
What sets me apart is my personalized approach to client service. I believe in building meaningful relationships with my clients based on trust, integrity, and open communication. Whether you're buying your first home or managing your business finances, I'll take the time to understand your unique needs and tailor solutions that align with your goals.
ABOUT
.jpg)
Lisset Rico
Co-owner of MBS & Tax
Realtor & Bookkeeper
As a passionate advocate for both homeownership and financial empowerment, I've found my calling in the dynamic intersection of real estate and bookkeeping. I'm dedicated to providing comprehensive support to my clients in their property transactions and financial endeavors.
​
I've developed a deep understanding of the local market trends and a keen eye for spotting opportunities. Whether you're buying, selling, or investing, I'm here to guide you through every step of the process with expert advice, strategic negotiation skills, and unwavering dedication to your goals.
In addition to my real estate expertise, I'm also a skilled bookkeeper with a passion for numbers and organization. I have a Bachelor's degree in Business Administration and a Concentration in Accounting from Sonoma State University. I specialize in financial management and accounting services for individuals and businesses, ensuring that your financial records are accurate, organized, and optimized for success. I'm here to help you achieve your financial goals and take control of your financial future.
​
My mission is to serve and support my community by providing trustworthy and transparent representation. My inspiration to enter the finance and real estate industry stemmed from recognizing the need for a bilingual and trustworthy professional to assist professionals and families alike.
At MBS and Tax, our clients are our priority. We strive to build lasting relationships through personalized attention, clear communication, and reliable support.
Reviews
Elena C.
Amazing service; fast and responsive. I would 100% recommend.
Angella S.
As a woman, a Latina, and a businesswoman myself, I support local, young, and motivated people. Monse is exceptional and very resourceful. I value punctuality and passion in what you do, and Monse possesses both!
Dennis L.
Friendly service and she makes doing taxes a little less stressful!