Tax Resolution Experts



Mark Mitchell, EA

President
Mark is an Enrolled Agent with more than a decade of tax resolution and consulting experience. As President of M&M Financial, Mark loves being able to help other business owners succeed and move past their tax problems. Since 2002, he has had the opportunity to help thousands of businesses across the country resolve their IRS and state tax debts. Mark has a Bachelor's degree in Economics and Management from Albion College in Michigan and also studied at the London School of Economics.

If Mark isn't at Wrigley Field cheering on the Cubs, you'll likely find him spending time with his wife and two young kids. He enjoys living in the great city of Chicago and being able to experience all it has to offer.


Matthew Harford, EA

Matthew Harford, EA

Senior Tax Advisor
Matt is an Enrolled Agent and Senior Tax Advisor with M&M Financial and has over a decade of financial consulting experience. Matt's role with M&M Financial is to diagnose our client's complex tax problems and outline the most affordable tax resolution to fit their needs. Prior to joining M&M Financial Matt owned and operated his own trading company where he executed and managed futures and options across global markets. He has a Bachelor's degree in Engineering from the University of Illinois, Champaign-Urbana. As a former business owner himself Matt enjoys working with entrepreneurs across the country to fix their tax problems. Outside of work Matt enjoys spending time with his wife and two young kids.


Brian JonesBrian Jones

Senior Tax Advisor
Before joining M&M in 2008, Brian worked as a mortgage loan officer for 8 years in the Chicago land area. He studied Business at the University of Illinois, Champaign-Urbana. You won't find a more die-hard Chicago sports fan. He loves anything to do with the Cubs, Blackhawks, and Bears.



Mason Bowman, EAMason Bowman, EA

Vice President
Mason is an Enrolled Agent with more than a decade of experience representing and consulting delinquent taxpayers. He has a Bachelor’s degree in Biology from Oakland University and is a member of National Association of Enrolled Agents (NAEA), the Illinois Society of Enrolled Agents (ILSEA), National Association of Tax Professionals (NATP) and the American Society of Tax Problem Solvers (ASTPS) where he earned the designation of Certified Tax Resolution Specialist (CTRS).


Jonathan Stewart, EAJonathan Stewart, EA

Managing Enrolled Agent 
Jon has been helping struggling taxpayers resolve their IRS and state tax debts with M&M since 2007. He is an Enrolled Agent and has a degree in Finance and Accounting from Roosevelt University in Chicago. Jon worked as an assistant auditor in the insurance industry prior to joining the M&M team. He is a member of the National Association of Enrolled Agents (NAEA) and the Illinois Society of Enrolled Agents (ILSEA).


Rebecca Kelly, EARebecca Kelly, EA

Becky joined the M&M team in 2007. She is an Enrolled Agent and a 2001 graduate of Indiana University's Kelley School of Business with a major in Finance. Becky played field hockey at IU where she succeeded as an advocate to bring the sport from club level back to the Division I level. Becky thrives in M&M's fast paced environment and takes great pride in her work at M&M. She is a member of National Association of Enrolled Agents (NAEA) and the Illinois Society of Enrolled Agents (ILSEA).


Lupe FigueroaLupe Figueroa

Lupe joined M&M in 2011. She is fluent in both English and Spanish. Lupe specializes in helping M&M’s Spanish speaking clients resolve their tax debts. Outside of M&M, Lupe is an avid runner and enjoys spending time with her family.



Shayna GatlinShayna Gatlin

Shayna has been an integral part of the M&M team since 2011. She has a degree in Telecommunications from Indiana University Bloomington and worked as a bookkeeper prior to joining M&M. Shayna strives to adhere to M&M's strict ethical standards to ensure clients' privacy and discretion during difficult times. Outside of M&M, Shayna enjoys writing short fiction stories.



Calvin MimsCalvin Mims

Calvin joined M&M in February 2016 after 4 years with Bank of America as a personal banker in Illinois and Washington, D.C. He's a graduate of Trinity International University with a degree in Business and Management. At M&M, Calvin has immersed himself in our System to continue his professional development and master the art of tax resolution. His competitive nature, educational background and professional experience has made him an asset to the firm and his clients. Calvin is always interested in discussions about social philosophy/systems and Chicago sports.



Kelly Davis

Kelly joined M&M in 2017.   After working in the healthcare industry for over 8 years, she is enthusiastic to continue assisting people in bettering their lives.  Outside of M&M, Kelly enjoys live music and trying out new recipes and restaurants.





Get Free Tax Guides & Evaluation
 
NAEAASTPSNATP

Each of M&M’s tax teams is headed by a Federally Licensed Enrolled Agent. Enrolled Agents (EAs) are tax professionals tested by the IRS on their knowledge of tax law and regulations. M&M's tax teams adhere to a code of ethics and professional conduct and are required to take Continuing Professional Education.

M&M is associated with the National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP) and the American Society of Tax Problem Solvers (ASTPS). Each organization holds its members to a higher standard of ethics and assists them in maintaining a high level of skills, knowledge and professionalism. Members of these organizations are required to complete continuing professional education each year to remain a member in good standing.

Get Free Tax Guides & Evaluation