Tax Resolution Experts
Mark Mitchell, EAPresident / OwnerFederally Licensed Enrolled Agentcall/text (773) 969-5813
Mark is an Enrolled Agent with 20 years 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.
Gregory DeMatoff, EASenior Tax AdvisorFederally Licensed Enrolled Agentcall/text (773) 969-5810
Gregory is an Enrolled Agent and Senior Tax Advisor with M&M Financial. He earned his Certified Financial Planner designation in 2016 and has prepared tax returns for the last several years. Before joining M&M, Gregory owned his own precious metals trading company for 10 years where he helped clients diversify their portfolios into precious metals, precious metal IRAs and crypto currencies. He is a lifelong Chicagoan and has a bachelor’s degree in Finance from the University of Illinois, Champaign-Urbana. Outside of work Gregory loves going on family adventures, bike riding, swimming and sometimes, just doing nothing.
DANNY VERASTEGUIBusiness Developmentcall (773) 969-5808
Danny has spent a decade in the trenches resolving tax liabilities for small businesses and individuals. He joined M&M in 2022 as a Tax Advisor. His experience navigating the tax collection process is invaluable to M&M’s prospective clients. He is fluent in both Spanish and English. Outside of M&M, Danny spends time with his family, listening to live music, and exploring Chicago’s celebrated food scene.
BRIAN JONESBusiness Development
call (773) 969-5809
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.
paul leahyBusiness Developmentcall (773) 969-5812
Paul joined M&M in 2020 as a Business Development rep on the sales floor. He is a veteran of the US Army where he was a mechanic and spent several years in the construction industry as a project manager and sales team supervisor. Paul is an avid outdoorsman and one of Chicago's year round cyclists. He loves BBQ! Don't get him started.
steven davisBusiness Developmentcall (773) 969-5827
Steven has been a rock star on M&M's Business Development team since he started in early 2021. He is a dedicated M&Mer and Cubs fan. Steven is a proud father to a lovely son. You'll catch him playing board games, fishing and camping in his free time.
Business Developmentcall (773) 969-5846
Joseph joined M&M in 2023. His experience in the small business expense recovery and reduction industry is a natural fit at M&M. Joseph graduated with a History degree from Villanova University. He's is an avid college basketball fan and decent pool player on occasion.
Mason Bowman, EAVice President / OwnerFederally Licensed Enrolled Agent
Mason is an Enrolled Agent with more than 15 years of experience representing and consulting delinquent taxpayers. He earned his 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, EAManaging Enrolled Agent / OwnerFederally Licensed 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, EASenior Associate Tax ConsultantFederally Licensed Enrolled Agent
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).
Senior Associate Tax ConsultantFederally Licensed Enrolled Agent
KELLY DAVIS, EA
Kelly joined M&M in 2017. She is an Enrolled Agent with experience working on hundreds of IRS and state back-tax cases. 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. She is a member of National Association of Enrolled Agents (NAEA) and the Illinois Society of Enrolled Agents (ILSEA).
Lupe FigueroaCase Manager
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.
Jessica joined M&M in 2021. Prior to M&M she worked in sales, shipping and receiving, and is a certified make-up artist. Jes loves animals, especially her dog. She's into live music and is a Dungeons and Dragons nerd.
Shayna GatlinOffice Manager
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 spent several years in our Resolutions group before taking over as Office Manager in 2018. Outside of M&M, Shayna enjoys writing short fiction stories.
Andrew joined M&M in 2023. Prior to M&M he worked for 10+ years in logistics and customer service. Andrew studied Music Theory and Guitar at the Musicians Institute in Los Angeles. Outside of work he likes to play guitar and discover more about his new home, Chicago!
Coco joined M&M in 2018 making an immediate impact on employee well being. She has pioneered M&M's Stress Management initiative. Coco graduated from the Pup Start program at Found Chicago Training Center. She loves the squirrels at Horner, Welles and Winnemac Parks, and rarely goes anywhere without her favorite stuffed animal "Momma".
Frank joined M&M in 2021 and loves every day he spends at the office with his team. He graduated from the Puppy Pawzibilities program at Anything is Pawzible. Frank enjoys spending time outside and any opportunity he gets to nibble on some cheese. Get Free Tax Guides & Evaluation