Tax, bookkeeping, and payroll under one roof on Highway 111 — handled by people who know your name.
Flagship service Tax Preparation & Planning Personal returns, business returns, and year-round planning — prepared by a local team led by an Enrolled Agent. See all services →People and businesses across the Coachella Valley who are done bouncing around from tax person to tax person.
“Mike, Joeli and their entire staff are all people that can easily assist with any of my tax/accounting needs!” — Sherry M. Read client stories →
Financial support for every season.
Book My Complimentary ConsultationTax Preparation · Bookkeeping · Payroll — Palm Desert, CA
Personalized tax, bookkeeping, and payroll services for individuals and businesses, backed by a local team that’s here to make the numbers feel a whole lot simpler.
Proudly serving Palm Desert and the Coachella Valley.
How it works
Most tax offices keep their process a mystery until the bill arrives. Ours is a road you can walk before you ever set out — seven stops, in the open, starting with a conversation that costs you nothing.
Stop 1 of 7 · Individual return
We sit down — here at the office on Highway 111, or by phone — and talk through your year: what changed, what is worrying you, and what needs filing. You meet the people who will actually do the work.
Bring: just yourself and your questions. This conversation is complimentary.
A sample journey, mapped from our published process — the stamps mark where returns are filed, never a promise about any return.
Wherever you are starting — your own return, your business’s books and payroll, or a letter from the IRS — the road runs the same seven stops:
We sit down — here at the office on Highway 111, or by phone — and talk through your year: what changed, what is worrying you, and what needs filing. You meet the people who will actually do the work.
Bring: just yourself and your questions. This conversation is complimentary.
After the consultation, you receive a written estimate for the work ahead — before any of it begins. Your estimate comes before any work begins — you approve it first.
Bring: nothing. The estimate is ours to write; the decision is yours.
Nothing starts until you say go. Approve the estimate, and your return takes its place in our queue — with a named preparer, not a ticket number.
Bring: your go-ahead, in whatever form is easiest — in person, by phone, or through the portal.
Your return is prepared by a member of our ten-person team and checked against your documents and last year’s return, so nothing about your situation gets lost between seasons.
Bring: W-2s, 1099s, and the documents we list together at your consultation.
If something does not add up, we call and ask. If a question occurs to you at 9 p.m., you call and ask us. Questions run both ways here — that is the point of a local office.
Bring: your questions, whenever they come up. That is what we are here for.
We walk through the finished return together until you understand what you are signing — every line, in plain language — and then you sign.
Bring: yourself, and anything you want explained twice. We are happy to.
Your return is e-filed with the IRS and the California Franchise Tax Board — filed with both, from one office, and confirmed back to you.
That is the road: seven stops, one office, people you know at every milepost.
The finish: returns e-filed with the IRS and the California Franchise Tax Board — filed with both, from one office.
Meet M&J
M&J Tax Services was founded in 2018 by Mike and Joeli Clark — the M and the J are their initials, and the standard is in the name: clients are treated like people, not numbers. A family-run office, built in Palm Desert, staffed by ten people your neighbors already know by name.
The M — Enrolled Agent
Co-Founder & Enrolled Agent
As a federally licensed Enrolled Agent authorized to represent taxpayers before the IRS, Mike brings specialized tax expertise and a business owner’s perspective. He is dedicated to helping individuals and businesses navigate complex tax matters, minimize tax liabilities, and make confident financial decisions.
The J — Client Relations
Co-Founder & Owner
With over 20 years of experience managing tax offices, Joeli oversees client relations and daily operations at M&J. Her passion for personalized service and meaningful relationships ensures every client feels welcomed, valued, and supported.
What we do
From annual tax preparation to the day-to-day financial needs of running a business, one local team keeps your finances organized and moving forward.
01 · Tax Services
02 · Bookkeeping
03 · Payroll
A complimentary consultation, a written fee estimate, and your approval — in that order, every time. Pick your starting point on the Road to Filed, or go straight to booking.
Book My Complimentary ConsultationOur team
No call center, no ticket queue — the people below are the people who answer the phone, keep your books, and prepare your return.
Client Services
Nilda is dedicated to creating an attentive, reliable, and positive experience for every client who walks through M&J’s doors. She takes pride in making every client feel welcome and cared for.
Tax Professional
Westin is continuing to grow his tax expertise while studying to become an Enrolled Agent. When he’s off the clock, you’ll probably find him watching or playing sports.
Office Manager
Laken is proud to carry forward her family’s tax legacy while helping create a welcoming, organized experience for M&J clients. She loves calling the Coachella Valley home.
Senior Tax Professional
With 20+ years of experience, Roya brings extensive tax knowledge and a steady, experienced approach to every client she serves. Outside the office, she loves to travel.
Senior Bookkeeper
As a former business owner, Roane brings firsthand perspective to the bookkeeping and payroll needs of M&J’s business clients. He also happens to appreciate a beautifully reconciled account.
Seasonal Tax Professional
With more than 15+ years of tax experience, Angelica brings seasoned expertise and personalized support to her clients. Outside of work, she enjoys spending time with family and friends.
Senior Bookkeeper
Daniel brings seasoned bookkeeping experience and a dependable approach to helping clients stay organized financially. Outside of work, he enjoys sports and spending time with his wife and son.
Tax Professional
Detail-oriented and dependable, Gabriel brings a thoughtful approach to helping clients navigate their tax needs. Outside the office, he enjoys playing pickleball.
Morale & Welcome Desk
Every office has its culture. Ours has a golden retriever — part of the family, and part of why walking in here feels different from a chain.
Start here
Book a complimentary consultation and put faces to the names — Mike, Joeli, and the team would rather know you before tax season than during it.
Book My Complimentary ConsultationQuestions first? Email Laken, our office manager, at [email protected].
Client stories
“We have been coming here for years. After bouncing around from tax person feeling like we were getting taken by the state fed and the tax place. This place is so awesome the people are very friendly and a great price.”
“I am SO happy with this service! I have been using them for a few years now and couldn’t be happier with their team ! They are kind, professional and very patient every time I have a question. Mike, Joeli and their entire staff are all people that can easily assist with any of my tax/accounting needs!”
“It was a pleasure to work with Mike and Joeli. They made it easy and seamless to have my taxes prepared. More importantly, my taxes were done fast and with the greatest refund possible. I would recommend them to anyone Thank you to the team at M& J”
In our clients’ own words — the reason this office runs on referrals and repeat seasons, not advertising.
Security
You hand us Social Security numbers, bank details, and a year of your financial life. Here’s how we protect sensitive information:
01
The physical office is monitored with 24-hour camera surveillance.
02
Your files are stored in the cloud and are protected by tough, industry-standard security measures.
03
Our in-house servers are continually updated with the latest security software.
04
Hard copy files and data devices are stored in a locked vault.
In the community
We live here, our kids’ games are here, our clients are our neighbors — and this year we’re asking those neighbors for their vote:
“Vote us Best of the Best Coachella Valley.”
Win or lose, the standard stays the same: a local office where you’re known by name. Come say hello — the door in the photo is ours, and it’s open Monday through Friday, 9 to 5.
Questions, answered
Nothing. Every engagement at M&J starts with a complimentary consultation. After we talk, you receive a written fee estimate for the work ahead — and no work begins until you approve it.
Yes. The fee estimate comes before any work begins, in writing, for your approval. That order of operations — consultation, estimate, your approval, then preparation — is how every return, set of books, and payroll engagement runs here.
Yes. Returns are e-filed with both the IRS and the California Franchise Tax Board, from our office in Palm Desert.
Bring the letter to a complimentary consultation. Mike Clark is a federally licensed Enrolled Agent, authorized to represent taxpayers before the IRS, and IRS representation is one of our published services. We will read the letter with you and map your options — we cannot promise a specific outcome, and any office that does should worry you.
Through our client portal, built for secure document exchange. Inside the office, your information is protected by 24-hour surveillance, industry-standard security on our files and servers, and a locked vault for hard-copy files and data devices.
No — we are a year-round office. Bookkeeping runs monthly and quarterly, payroll runs on your schedule, and tax planning is year-round guidance. The office is open Monday through Friday, 9:00 AM to 5:00 PM, at 74040 Hwy 111, Suite C, in Palm Desert.
Get started
Consultation first, a written fee estimate second, your approval before anything else. That’s the road — and the first milepost is free.
M & J Tax Services Inc.
74040 Hwy 111, Suite C
Palm Desert, CA 92260
At the corner of Portola & Hwy 111
Hours: Mon–Fri · 9:00 AM–5:00 PM
Email: [email protected]
Already a client? Open the client portal
Need forms? Download client resources