About M & J Tax Services
Mike and Joeli
Meet M & J
Founded in 2018 by Mike and Joeli Clark, both owners have extensive experience completing individual and small business income taxes and managing tax offices. Mike has attained his Enrolled Agent designation, which means he is admitted to practice and represent clients before all levels of the IRS.
Mike and Joeli grew tired of the one-size-fits-all approach that the "big box" franchises employ, so they started their own company based on the belief that each situation is unique and deserves individualized personal service.
Preparing your own income taxes can be a task that leaves you with more questions than answers. Are you up to date on today's complicated tax laws? Are you receiving your entitled credits and deductions? Even filing a simple tax return can be overwhelming. Instead of worrying, let our tax professionals do the work for you. They've filed thousands of returns and have the experience and expertise to give you the lowest possible tax obligation.
What We Do
M&J Tax Services offers a complete array of tax preparation and bookkeeping services. Whether you are filing an individual return or have a small business that needs bookkeeping and payroll services, you can be assured that your records will be accurate, complete, and that your tax return will include every deduction possible.
The Process
- Schedule a complimentary initial consultation
- After our review, you'll receive an estimate of fees
- Upon your approval, we'll prepare your return
- We'll answer any questions you have along the way
- Sign your return (electronically or in-person)
- Your return is eFiled with the IRS and Franchise Tax Board
Why Choose Us?
- Prompt, efficient service
- Proven tax expertise
- Individualized attention
- Reasonable fees
- Sensitive information handled with care
Our Staff
Roya Shahidi
With nearly 20 years of experience, Roya serves as a Senior Tax Professional at M&J Tax Services. She specializes in preparing individual tax returns and also provides support with S Corporation filings and more. Known for her precision, dedication, and genuine care for her clients, she consistently delivers dependable results while navigating complex financial challenges. Her passion for working with numbers is matched by her enthusiasm for problem-solving and her commitment to excellence. Outside of her professional role, she stays active through walking, swimming, and traveling. Music and dance are among her greatest passions, fueling her energy and inspiring both her work and everyday life.
Angelica Fernandez
Angelica brings over 15 years of expertise as a seasoned tax professional, known for her dedication to client care and her passion for making complex financial matters feel simple and approachable. Her warm, people-first approach has earned her lasting relationships and trust across the communities she serves. Outside of work, Angelica cherishes time with her family, friends, and especially her grandchildren—who keep her laughing, learning, and always on her toes.
Westin Lynch
Westin came on board at M&J in 2022 and hit the ground running. Since becoming a certified tax professional that same year, he’s been all about helping clients get the best possible outcome—whether it’s a personal return, a business filing, or an S-Corp. He’s got a sharp eye for detail and a real passion for making tax season feel less stressful and more successful. He’s currently diving deeper into the world of tax by studying to become an Enrolled Agent, because for Westin, learning never stops. Around the office, he’s known for his dedication, easygoing vibe, and the kind of work ethic that makes him a perfect fit here. Outside of work, you’ll probably find him hanging out with his Golden Retriever, Sutton (who’s basically the office mascot), or catching a game, he’s a big fan of both the NFL and NBA.
Gabriel Zamora
Gabriel brings a strong dedication to mastering the principles of bookkeeping and accounting, consistently delivering accurate and dependable results. His keen attention to detail and proactive approach make him a valuable asset to the team. Gabriel thrives in collaborative environments, working seamlessly with others to support shared goals and ensure team success. With a positive attitude and a genuine commitment to personal and professional growth, he is always ready to contribute wherever needed. Outside of work, he enjoys playing pickleball and cheering on the Chargers.
Boon Elliott
Boon is a Certified Tax Professional at M&J Tax Services, with solid experience in both tax preparation and bookkeeping. He’s passionate about helping clients feel confident and informed when it comes to their taxes, and he works hard to make the process as smooth and stress-free as possible. Always eager to grow, Boon continually builds on his skills to provide top-notch support year after year. His approachable style and attention to detail make him a trusted resource for clients from all walks of life. When he’s off the clock, Boon enjoys catching a ball game and unwinding with his favorite music.
Renée Southard
With over 28 years of accounting management experience, Renée brings unmatched precision and depth to her role as Accounting Manager at M&J Tax Services. A QuickBooks Certified ProAdvisor, she’s known for her meticulous attention to detail, her ability to keep even the most complex records crystal clear, and her deep expertise in corporate and partnership bookkeeping. Renée works closely with clients and tax preparers to ensure every ledger tells the right story — accurate, up-to-date, and audit-ready. Her career has been shaped by decades of service to CPA firms across the Coachella Valley, where she built a reputation for reliability, discretion, and a calm command of even the busiest books. Whether she’s untangling a year’s worth of transactions or implementing new systems for efficiency, Renée leads with confidence and care. Outside the office, she recharges by spending time with her family, soaking up sunshine by the pool, catching live music, and exploring new destinations — always bringing back fresh energy and perspective to her work.
Roane Charland
As a former business owner, Roane understands firsthand how critical accurate financial records are to your bottom line. With a sharp eye for detail and a commitment to precision, he takes the stress out of bookkeeping and payroll so you can stay focused on what truly matters: growing your business. Roane brings not only expertise but also empathy—he’s walked in your shoes and knows what it takes to keep operations running smoothly. And while most people count sheep to fall asleep, Roane prefers reconciling accounts—because nothing says, “sweet dreams” like a balanced ledger.”
Daniel Alejo
Daniel has been in the Coachella Valley for over three years, relocated from Northern California Bay Area where he attended San Jose State University. He has over 30 years of experience working with construction, rental housing, retail, and commercial industries, and with the non-profit sector. Daniel is a detail-oriented and dependable bookkeeper with a strong foundation in financial recordkeeping, account reconciliation, and budget tracking. With a keen eye for accuracy and a commitment to maintaining financial integrity. Daniel enjoys spending time with his wife and son, as well as their little critters. In his personal past time, he enjoys watching sports, working on his hot rod and tv movies. Daniel is fluent in Spanish.
Laken Lynch
Since joining M&J Tax Services in 2018, Laken has become the heartbeat of Client Services — now leading the department as Manager with a sharp focus on operational excellence and client satisfaction. She orchestrates the flow of communication between clients and internal teams, ensures records are meticulously maintained, and guides her staff with a hands-on, solutions-first approach. She’s known for turning complex processes into seamless experiences, overseeing everything from client communications to internal operations with a steady hand and a sharp eye for detail. With deep roots in the Coachella Valley and a proud lineage in the tax industry, Laken blends tradition with innovation—carrying forward her family’s legacy while shaping the future of the firm. Her leadership is defined by clarity, care, and a commitment to making every client feel seen and supported.
What people are saying about M&J
“Mike, Joeli and their entire team exemplify customer service. From the first time we met, they have taken care of our bookkeeping and tax needs with professional and yet, very personal attention. I know that as they grow they will continue to provide that level of service. We highly recommend M & J Tax Services for all your Bookkeeping and Tax reporting needs.”
Ryan L.W.
“We had a wonderful experience at M&J. Mike was outstanding in working through our taxes. Very thorough and explained what was going on the whole way. The office was very family friendly which made our appointment even better since we had to bring our three kids. I highly recommend this business for anyone looking for a professional, personal and reasonably priced tax service.”
C.T.
“We have been with M & J for over 2 years and I am very happy with the service and all the people are wonderful. Would recommend them for all your Bookkeeping and Tax work.”
Gordy Karch - Mountain Shadow HOA
“They were the nicest people. I was able to book a tax preparation appointment right away and was finished and out the door in about 30 minutes. I used one of the coupons from the ValuePak mailers so a great value. I would definitely recommend them to everyone.”
Bobbi Ray
“Mike and Joeli are experts who are focused on high quality and personal service. Their offices are professional and private. They offer warm, friendly, and responsive services. Their bookkeeping and tax services are excellent.”