Strategic Tax Planning

Year-round Advisory

Trusted Expertise

About Us

MB TaxPal is a boutique CPA firm based in Bay Area, California, providing proactive tax planning, year-round advisory services, and comprehensive tax compliance for individuals, families, and closely held businesses.

Founded by Mansi S. Bhatt, CPA,CTC the firm was built on the belief that effective tax management should not be limited to once-a-year filing. Our approach focuses on forward-looking strategy—helping clients understand the tax impact of financial decisions before they are made, reduce uncertainty, and avoid last-minute surprises.

Mansi brings extensive experience working with complex individual and business tax matters, including investment income, stock compensation, multi-state filings, and closely held entities. She works closely with clients throughout the year to provide clarity, guidance, and timely advice as their financial circumstances evolve.

At MB TaxPal, clients value a relationship-driven experience—one that emphasizes responsiveness, thoughtful planning, and long-term partnership rather than transactional tax preparation.

Who we work with

MB TaxPal works best with clients who value proactive planning, thoughtful guidance, and an ongoing relationship with their CPA.

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Professionals and executives with complex income, stock compensation, or investment activity

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Business owners and self-employed individuals seeking tax-efficient strategies and year-round guidance

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Clients who want clarity and predictability, not last-minute tax surprises

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Families and individuals navigating growing wealth, major life changes, or multi-state considerations

Our services are intentionally designed for clients who prefer a collaborative, planning-first approach rather than one-time, transactional tax preparation.

Strategic Tax Services Designed for Ongoing Planning

Tax strategy is most effective when it is proactive.

Our services are structured to support clients throughout the year—helping them understand the tax impact of financial decisions before they are made. From tax projections and estimated payments to comprehensive tax filing, we focus on aligning tax outcomes with long-term financial goals.

Explore our Services

Meet your CPA

Mansi Bhatt, CPA is founder of MB Tax pal. Mansi brings with her over a decade of experience in accounting. She began her career in accounting and evolved her expertise to include tax preparation, planning and bookkeeping. Mansi believes in providing quality service to each of her clients. She takes extra care to listen to clients' needs while providing thoughtful guidance.


When not working, Mansi loves spending time with her family. She enjoys traveling and going on hikes.

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What clients have to say

Our clients appreciate clear communication, responsiveness, and a forward-looking perspective.

We are proud to work with individuals and businesses who value a strategic CPA relationship and rely on us for thoughtful guidance throughout the year—not just during tax season.

  • Heidi B.

    I typically prepare my own taxes but this year had some new challenges that I was struggling to understand. Mansi was great! I'm so happy to have found her. She is everything you want in someone to prepare your taxes: knowledgeable, quick to repsond to my many questions, efficient, and organized. I felt very confident that she understood my situation. My Federal and two separate State returns were completed accurately and quickly with all exchange of sensitive information going through a secure portal. Well worth the price! Highly recommend.

  • Monoo and Sarah P.

    Mansi is our tax advisor and helps us navigate our complex tax return with professionalism and diligence. She provides a great value as well! We look forward to a great long term relationship!

  • Santiago D.

    Mansi at MB Tax Pal is very professional and easy to work with. Tax situation was complex but she was helpful in walking me through the process. She is very detailed in answering your questions and preparing the tax return. I'd recommend her for anybody who needs helps navigating taxes when your situation is a bit more complex that a standard W2. Price was very affordable for the level of service received. I will be back next year.

  • Evan M.

    MB Tax Pal provides premium service at a reasonable price. With their help I was able to file my taxes quickly and with no difficulty. I will continue to work with MB Tax Pal for future financial assistance.

  • Ashish P.

    The consultant was really helpful and quick to work on taxes. She also recommended better ways how to file taxes.