Our team
We're passionate about helping our community grow - whether it's through tax services, real estate, or business support. Our mission is to provide guidance you can trust and service you can rely on.
CEO / Tax Preparer
Taxes, real estate, and the big questions. Realtor, DRE#02109600, eXp Realty of Northern California Inc.
Marketing Coordinator
You'll see her on social media and at community events around Sonoma County.
Office Manager
Keeps the office running: scheduling, payroll help, and making sure you get to the right person.
Office Admin
Organizes files, tracks paperwork, and helps you at the front desk.
Our story
MBS & Tax was built with one goal in mind: to create a space where our community can come for real support, clear answers, and trusted service—all in one place.
Founded by Monserrat Cruz Martinez, Realtor® and CEO, the vision was simple: provide accessible, trustworthy services while helping clients make confident financial and real estate decisions.
As our clients' needs grew, so did our team. Today, we're a group of dedicated, bilingual women who each play an important role in making sure our office runs smoothly and our clients feel taken care of.
Suntalee leads as our Office Manager and Payroll Specialist, overseeing operations and ensuring everything behind the scenes runs efficiently.
Karime supports our marketing and helps us stay connected to our community, making sure our message reaches the people who need our services most.
Lucia handles filing and provides day-to-day support, assisting Suntalee and helping keep everything organized and on track.
Together, we provide tax, real estate, and business services with care, professionalism, and attention to detail.
We're not just here to complete a service—we're here to build relationships and help our clients move forward with confidence.