WHO WE ARE
We are a team of experts that specialize in accounting, tax preparation, management, and real-life scenarios. We work daily on excelling for you and your business; from small to large businesses to simple and basic personal finances. Whether you are an entrepreneur, individual, or a business owner, we are ready to find the answer to your needs. Our unique approach is to balance the world of Management, Accounting and tie it into the Real-life scenario.
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Accounting services are essential for the financial stability of a functioning business; our job is to overcome any type of challenges you may be facing with your numbers and help your business grow. We count on a financial accounting and tax team equipped with innovative technology to help you reach your financial goals. We have many years of KNOW HOW to tailor each business industry.
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We take pride in being a part of your business. No one company is the same; strategies can differ from one to another but in each decision taken, we make our work your main tool when it comes to solving your challenges. Time is money, so understanding your numbers will help build, interpret, and analyze the drive of business decisions.
Mission
At MAR AND ASSOCIATES, we are here to support you at every step of your financial journey. We don’t just offer accounting, tax, and financial solutions — we provide real support for every decision you make. We align with your vision, working with dedication to help you achieve your goals. What we value most is being part of your success story. As your close ally, we deliver solutions designed not just for the numbers, but for the growth and strength of your business. Our commitment is to be a reliable, approachable, and accessible support system so that you can make decisions with peace of mind and a clear vision for the future.
Vision
Empowering individuals and businesses’ success through accounting, tax planning, and management expertise. Serving entrepreneurs, individuals, business owners, and latino immigrants with tailored solutions.
Values
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Leadership – We are not just guides; we are companions on your journey. What matters most is growing together.​
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Integrity – We act with complete honesty and transparency. What you do matters to us, and we always seek the best for you, with respect and openness.​
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Commitment – Our commitment has no limits. We are by your side every step of the way because we know your success is ours too.​
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Confidentiality – Your privacy is our priority. We provide security and peace of mind when handling your information.
Service Approaches
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​Empathy & Ethics – We don’t just understand your numbers — we understand your concerns and dreams.
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We believe in relationships based on trust, always being transparent and honest with you.
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Solutions – Every decision we make is carefully tailored to you, with your real needs at heart.
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Trust & Peace of Mind – We’re here so you can trust us, knowing your information is in good hands.
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Innovation – We constantly seek the most efficient ways to support you — without ever losing the personal touch that makes all the difference.
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Attention to Detail – Every aspect of your business matters to us, because we know that every detail counts when it comes to achieving success.
Our founder
Hello, I'm Massiel Rodríguez,
a financial business consultant on a mission to help entrepreneurs, individuals, and business owners make sense of their numbers. I’m here to guide them in building, interpreting, and analyzing the driving force behind smart financial and business decisions.
What really fuels my passion is assisting business owners and individuals who are eager to grasp the art of managing their business and personal finances seamlessly integrated with effective management tactics.
Beyond just business planning, I'm your go-to person for exploring options to kickstart and grow your business, all while considering the impact on your personal finance and tax planning.
Let's navigate this journey together!
Meet our team
Our dedicated team of professionals brings a wealth of expertise in management, accounting, and real-life scenarios. Led by experienced leaders, our skilled accountants and tax specialists are committed to delivering precise financial solutions tailored to your needs. With a focus on accuracy, efficiency, and compliance, we ensure that your business thrives in the complex landscape of financial management. Meet the individuals who drive our commitment to excellence and partner with us for reliable, comprehensive, and personalized financial services.
José Joaquín Peña Jerez
A specialized Foreign CPA Advisorwho offers advice on tax strategies, accounting regulations, and compliance for clients operating or investing abroad.
Kalia Beltré
Manages account reconciliations, and may supervise junior staff.
José Ramón Moya
Acts as a liaison between clients and the firm, managing client accounts and ensuring their needs are met efficiently.
Diego Manuel Molina
Provides support to accounting teams, assisting with data entry, documentation, and file management.