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Mary Khalil, CPA

Multiple locations

(9)
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About

Our family-owned account service that offers services nationwide. You will have the support of an experienced CPA who is dedicated to provide both personal and professional financial services virtually. Mary Khalil is a Certified Public Accountant, graduated from the University of California in San Diego.

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2 hour response time

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Reviews (9)

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5/5

9 customer reviews

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25 April 2024

Mary is knowledgable, personable and works diligently to get her clients' books and taxes done efficiently and timely. I highly recommend her as a CPA who can help you with your business and personal taxes. I choose her to do my company's books and tax returns among many accounting professionals because she has many years of experience in both accounting and taxes. More...

Mary Khalil, CPA
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Reply from Mary Khalil, CPA

Thank you so much! It’s my pleasure to assist you with your business needs

25 April 2024

Excellent service! I had a bad history with several other accounting firms and even CPAs messing up on my taxes or displaying rude behavior, but Mary was very patient with me and helped me so much! Her work ethic is admittedly better than most people I interact with on a daily basis, because she truly believes in a deeper meaning for honest work. More...

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much!

23 April 2024

Always feel comfortable when I see the number booked in the right place which is mean I get the maximum benefit and have no doubt that I am paying the exact amount of taxes that I should pay, she is very knowledgeable.

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

23 April 2024

Mary is an amazing bookkeeper,and she can handle all the business taxes very efficiently. She is a trustworthy and very professional. We trust her for all our stuff. Highly recommend her!!!!! More...

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

23 April 2024

Very professional and extremely knowledgeable!! I Recommend her CPA services to everyone!!

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

23 April 2024

We have had over 8 successful years thanks to Mary Khalil who prepare both personal& corporate tax returns and all business needs. She has been giving us best and honest advises that helped us a lot.
I am very dedicated to her expertise and excellent customer service. We couldn't have made it without her ! Thank you!
More...

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

23 April 2024

Mary Khalil was a very thorough CPA. She looked through my paperwork very carefully and made sure that my accounting was up to date. She is very experienced in business bookkeeping and hotel accounting. Highly recommend for those with small or large businesses and need a thorough, professional, and extremely responsive CPA! More...

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

23 April 2024

I have a very good experience working with Mary. She is very professional and helped me on cleaning my books . She also did a great job on filling my personal and business tax. Highly recommended

Mary Khalil, CPA
M

Reply from Mary Khalil, CPA

Thank you so much

22 June 2023

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Q&As

Tax Preparation and Planning: Mary Khalil likely helps individuals and businesses prepare and file their tax returns accurately and efficiently. She might also offer tax planning services to minimize tax liabilities and maximize returns.
Bookkeeping and Financial Reporting: Mary Khalil may offer bookkeeping services, including recording financial transactions, reconciling accounts, and producing financial statements such as balance sheets, income statements, and cash flow statements.
Consulting and Advisory Services: Mary Khalil might provide financial consulting and advisory services to help clients with budgeting, forecasting, business valuation, mergers and acquisitions, and other strategic financial decisions.
Forensic Accounting: CPAs like Mary Khalil may specialize in forensic accounting, which involves investigating financial fraud, embezzlement, and other financial crimes, often for litigation purposes.

Hiring a great accountant, like Mary Khalil, can bring numerous benefits to businesses:

Financial Expertise: A skilled accountant understands complex financial concepts and regulations, helping businesses navigate financial challenges and opportunities effectively.
Compliance and Regulation: Accountants like Mary Khalil stay updated on changing tax laws and regulations, ensuring that businesses remain compliant with tax obligations and avoid costly penalties.
Cost Savings: A knowledgeable accountant can identify opportunities to reduce costs, minimize tax liabilities, and maximize financial efficiency, ultimately saving the business money.
Strategic Planning: Accountants play a crucial role in strategic financial planning, helping businesses set realistic goals, create budgets, and make informed decisions to drive growth and profitability.
Risk Management: Accountants assess financial risks and develop strategies to mitigate them, safeguarding the business against potential financial losses and disruptions.
Financial Reporting: Accurate financial reporting is essential for decision-making and transparency. A competent accountant ensures that financial statements are prepared accurately and on time, providing stakeholders with reliable information.
Business Growth: With insights from financial analysis and forecasting, an accountant can advise on expansion opportunities, investment decisions, and funding strategies to support business growth.
Time Savings: By handling financial tasks efficiently, an accountant frees up valuable time for business owners and managers to focus on core operations and strategic initiatives.
Professional Network: Experienced accountants often have a network of contacts, including lawyers, bankers, and other professionals, which can be beneficial for business referrals and collaboration.
Peace of Mind: Knowing that the financial aspects of the business are in capable hands provides business owners and stakeholders with peace of mind, allowing them to concentrate on achieving their goals.
Overall, hiring a great accountant like Mary Khalil is essential for businesses to ensure financial health, compliance, and strategic growth. The expertise and guidance provided by a skilled accountant can make a significant difference in the success and longevity of a business.






I find satisfaction in helping people find the information they need, offering assistance, and facilitating learning and understanding. It's fulfilling to see users get value from the knowledge and support I provide. So, while I don't experience emotions, I'm programmed to prioritize usefulness and accuracy in assisting you!

Passion: They have a deep passion for a particular product, service, or industry and want to build a business around it.
Independence: They desire freedom from traditional employment constraints and seek autonomy in running their own business.
Opportunity: They identify a gap or need in the market that they believe they can address with a unique solution or offering.
Financial Goals: They aim to achieve financial success and build wealth through entrepreneurship.
Flexibility: They want greater flexibility in their work schedule and lifestyle, which owning a business can often provide.
Legacy: They seek to create a lasting legacy or impact by building something meaningful and leaving a mark on the world.
Problem-solving: They are motivated by the challenge of solving problems and overcoming obstacles that come with starting and growing a business.
These are just a few examples of the many reasons why individuals choose to start their own businesses. Mary Khalil, as a CPA, may have been inspired by a combination of factors such as a passion for accounting, a desire for independence, and the opportunity to make a positive impact on clients' financial well-being.

Expertise and Qualifications: Mary Khalil is a Certified Public Accountant (CPA), indicating she has met stringent education, experience, and examination requirements. Clients can trust in her expertise and knowledge of accounting principles and regulations.
Professional Experience: With years of experience in the field, Mary Khalil likely has a deep understanding of various industries and business structures. Clients can benefit from her insights and tailored solutions to address their specific financial needs.
Personalized Service: Mary Khalil likely takes a personalized approach to client service, taking the time to understand each client's unique situation, goals, and challenges. This allows her to provide customized advice and recommendations that align with their objectives.
Attention to Detail: As a CPA, Mary Khalil understands the importance of accuracy and precision in financial matters. Clients can expect thorough and meticulous work, ensuring their financial records are in order and compliant with relevant regulations.
Trust and Integrity: Trust is essential in any client-professional relationship, and Mary Khalil likely prioritizes honesty, transparency, and integrity in her interactions with clients. Clients can have confidence in her ethical standards and commitment to acting in their best interests.
Responsive Communication: Effective communication is key to a successful client-advisor relationship. Mary Khalil likely values clear and prompt communication, ensuring clients feel heard, informed, and supported throughout their engagement.
Comprehensive Services: Whether clients need assistance with tax preparation, financial planning, auditing, or other accounting services, Mary Khalil likely offers a wide range of services to meet their needs under one roof, providing convenience and continuity.
Client Satisfaction: Positive testimonials and referrals from satisfied clients can speak volumes about Mary Khalil's professionalism, expertise, and dedication to client satisfaction. Clients can feel confident in choosing her based on the positive experiences of others.
Overall, clients might choose Mary Khalil as their CPA because of her expertise, personalized service, attention to detail, trustworthiness, and commitment to client success.






Yes, Mary Khalil likely offers her accounting services online or remotely, providing convenience and flexibility for her clients. Here are some details she might provide about her online or remote services:

Virtual Meetings: Mary Khalil may offer virtual consultations and meetings via video conferencing platforms such as Zoom, Skype, or Google Meet. This allows clients to discuss their financial needs and concerns from the comfort of their own homes or offices, saving time and eliminating the need for in-person meetings.
Secure Document Sharing: To exchange sensitive financial documents securely, Mary Khalil likely utilizes encrypted file-sharing platforms or client portals. Clients can upload their documents securely, and Mary can access and review them remotely, ensuring confidentiality and compliance with data protection regulations.
Cloud-Based Accounting Software: Mary Khalil may recommend or provide access to cloud-based accounting software such as QuickBooks Online, Xero, or FreshBooks. These platforms allow clients to manage their finances remotely, track expenses, generate invoices, and collaborate with Mary in real-time.
Electronic Signatures: For signing documents and contracts, Mary Khalil likely utilizes electronic signature platforms such as DocuSign or Adobe Sign. This streamlines the paperwork process, allowing clients to sign documents digitally from anywhere with an internet connection.
Remote Tax Preparation: Mary Khalil can prepare and file tax returns for clients remotely. Clients can provide their tax documents electronically, and Mary can prepare their returns accurately and efficiently, keeping them updated on the status of their filings throughout the process.
Online Client Portals: Mary Khalil may offer online client portals where clients can access important documents, financial statements, and reports anytime, anywhere. This provides transparency and convenience, allowing clients to stay informed about their financial status at all times.
Email and Phone Support: Mary Khalil likely provides ongoing support to her clients via email and phone, addressing any questions or concerns they may have in a timely manner. This ensures that clients feel supported and have access to assistance whenever they need it.
Overall, Mary Khalil's online and remote services are designed to make accounting convenient, accessible, and efficient for her clients, regardless of their location or schedule.






Virtual Meetings: Transitioning to virtual meetings via video conferencing platforms to minimize in-person contact while still providing personalized service and support to clients.
Remote Document Exchange: Encouraging clients to submit their financial documents electronically through secure file-sharing platforms or email to avoid the need for physical document exchange.
Enhanced Sanitation Protocols: Implementing enhanced sanitation protocols in any physical office spaces, such as regular disinfection of surfaces and providing hand sanitizer for clients and staff.
Social Distancing Measures: Implementing social distancing measures if in-person meetings are necessary, such as limiting the number of clients in the office at one time and maintaining physical distance between individuals.
Flexible Scheduling: Offering flexible scheduling options to accommodate clients' preferences and minimize the number of people present in the office at any given time.
Remote Work Policies: Implementing remote work policies for staff members who are able to perform their duties from home, reducing the number of people in the office and minimizing the risk of exposure.
Communication: Regularly communicating with clients about any changes to office procedures, safety protocols, or service offerings to keep them informed and address any concerns they may have.
Encouraging Vaccination: Encouraging clients and staff to get vaccinated against COVID-19 to protect themselves and others from the virus.
By implementing these measures, Mary Khalil can help ensure the safety and well-being of her clients while continuing to provide high-quality accounting services during these challenging times.






Services

Assisting individuals and businesses in preparing and filing their tax returns accurately and efficiently. This may include tax planning to minimize tax liabilities and maximize returns. ( Individual and business)

Providing bookkeeping services, including recording financial transactions, reconciling accounts, and producing financial statements such as balance sheets, income statements, and cash flow statements.

Offering financial consulting and advisory services to help clients with budgeting, forecasting, business valuation, mergers and acquisitions, and other strategic financial decisions.

Specializing in forensic accounting to investigate financial fraud, embezzlement, and other financial crimes, often for litigation purposes.

Providing advice and guidance to businesses on various financial matters, including risk management, compliance, internal controls, and financial reporting.

Assisting clients with tax compliance issues and representing them in front of tax authorities in case of audits or disputes.