Simplify your life Relieve stress Enjoy peace of mind
with tax notice resolution
Receive support from a skilled team of professionals who specialize in managing tax notices and audits, allowing you to focus fully on your life.
Expert audit assistance with Protection Plus
Confidence in Every Tax Filing
Our $1 Million Tax Audit Defense™ gives you the extra confidence you deserve when filing your tax returns. Not only will you have a tax professional you can rely on to file your taxes, but you'll also know you can count on them if any issues arise with the State or IRS.
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Leave Tax Worries to Us
We help you reclaim valuable time. With an entire tax audit defense department at your service, you can focus on growing your business and spending more time with your family. If you receive a tax notice, our team of experienced CPAs will step in to find a resolution. Yes, we even handle the hold time with the IRS so you don’t have to.
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Stay Relaxed, We've Got it
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Why stay coveredwith M7?
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We will assist you if you experience problems with filing your tax return due to a suspected tax fraud incident by interacting with the IRS on your behalf.
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We will also help complete all required paperwork for submission to the IRS. To prevent future incidents, we can help you obtain an IRS Identity Protection PIN.
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Protection Plus offers assistance to those who owe tax debts to the IRS. When additional taxes, penalties, and interest are assessed, working with the IRS can be a confusing and stressful experience.
Your tax audit defense team
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Marcos Lopes
PCP - Founder and CEO
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Marcos Lopes
PCP - Founder and CEO
This vision led to the creation of M7 Group™, a company dedicated to redefining financial management through innovation and personalized support.
Under Marcos’s leadership, M7 Group™ continues to expand its reach, offering expertise paired with cutting-edge solutions like M7 FuturERP™, M7 Figures™, and ProsperX, all designed to help businesses thrive. With an unwavering focus on innovation, efficiency, and client success, Marcos has positioned M7 Group™ as a trusted partner in financial empowerment and business growth across North America.
- Phone:(800) 771-8244 Ext: 101
- Email:[email protected]
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Matthew Lopes
Co-Founder and CFO
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Matthew Lopes
Co-Founder and CFO
My role at M7 is to assist my team and clients to navigate the complex world of entrepreneurship through a proper financial plan, analysis and forecast. This is often achieved through various services, software and team development with each client’s unique needs and goals.
As our firm and team continues to grow, I am constantly learning and finding the best approach to structuring the core principles of a business to flourish return and growth for the foreseeable future.
- Phone:(800) 771-8244 Ext: 106
- Email:[email protected]
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Adnan Khan
CPA, FCCA - Virtual CFO
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Adnan Khan
CPA, FCCA - Virtual CFO
In his professional career, Adnan has worked with a diverse range of clients, especially small businesses, specializing in tax planning, financial analysis. His hands-on experience in managing complex financial portfolios and navigating intricate tax regulations has made him a trusted advisor in the accounting community.
Adnan’s passion for education led him to share his knowledge as an adjunct professor at various colleges in Canada, where he is teaching accounting, business and taxation courses for over a decade. His teaching approach combines real-world applications with theoretical concepts, helping students bridge the gap between classroom learning and professional practice. His dedication to education is reflected in his engaging lectures and mentorship of future accounting professionals.
Adnan’s dual expertise in practical accounting and teaching has positioned him as a well-rounded expert, valued for his ability to provide both practical insights and academic guidance. His contributions to the field continue to influence both his students and peers, making him a prominent figure in the accounting profession.
CPA, CGA (Canada)
CPA (Colorado)
CGMA (USA)
FCCA (UK)
- Email:[email protected]
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Carla Cristiane
Accounting Manager
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Carla Cristiane
Accounting Manager
My experience in finance, working in healthcare offices, coordinating teams, and providing personalized client service has elevated my skills, enabling me to deliver my best at M7 Group™.
- Phone:(800) 771-8244 Ext: 105
- Email:[email protected]
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Kevin Lopes
Accounting Manager
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Kevin Lopes
Accounting Manager
At M7 Group™, I oversee payroll services, helping our clients save time and reduce costs. Additionally, I provide support to team members as needed, fostering collaboration and efficiency.
Education
University of Guelph-Humber
Bachelor of Business Administration (B.B.A.), Finance (2014–2018)
- Phone:(800) 771-8244 Ext: 111
- Email:[email protected]
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Martin Zilz
Senior Accountant
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Martin Zilz
Senior Accountant
- Email:[email protected]
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Ravi Gautam
Senior Accountant
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Ravi Gautam
Senior Accountant
As a Senior Accountant at M7 Group™, I bring over 3.5 years of expertise in financial planning, analysis, and accounting principles.
I am IFIC-certified and currently preparing for CPA Canada, with a focus on delivering precise financial management solutions and fostering business growth.
Key Expertise:
Financial management, auditing, and budget creation.
Daily financial transaction recording and analysis of organizational finances.
Cost and revenue reporting, forecasting, and budgeting.
Integration of business and finance functions through effective communication.
Skilled in qualitative and quantitative analysis to enhance decision-making.
Proficient in spreadsheet utilization and accounting software, leveraging technology for streamlined processes.
- Email:[email protected]
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Alan Inacio
Accounting Manager
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Alan Inacio
Accounting Manager
As a highly versatile and results-driven accounting professional, I bring over 5 years of experience in managing accounting operations across various tax regimes in Brazil. At M7 Group™, I specialize in delivering comprehensive accounting solutions, ensuring compliance, and fostering team growth.
Key Expertise:
Tax analysis and bookkeeping across all tax regimes.
Preparation and submission of monthly and annual statements.
Accounting entries, financial statements, balance sheet closings, and income statements.
Client consulting and advisory services, offering tailored financial solutions.
Training and mentoring new team members, fostering continuous professional development.
Education MBA in Business Management, UNISUL, Brazil (2015)
Bachelor’s Degree in Accounting Sciences, São José Municipal University Center, Brazil (2012)
- Email:[email protected]
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Marco Aurélio
Accountant
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Marco Aurélio
Accountant
- Email:[email protected]
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Wendel Almeida
Bookkeeper
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Wendel Almeida
Bookkeeper
Currently contributing to M7 Group™, I am a strategic and results-oriented professional with expertise in business management, financial operations, and team leadership. With a strong background in retail, finance, and logistics, I excel in developing efficient processes that drive organizational success.
EDUCATION
Bachelor’s in Economics - UEFS (2020–2024)
CERTIFICATIONS & COURSES
Business Management (2018–2020): Specialized in HR, accounting, marketing, and secretariat functions.
Advanced Excel, Intermediate Power BI, and Facebook Ads expertise.
- Email:[email protected]
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Bhawesh Bisht
Bookkeeper
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Bhawesh Bisht
Bookkeeper
At M7 Group Inc., I specialize in leveraging my skills to help businesses achieve financial clarity and sustainable growth. My background includes extensive experience in accounting software, financial data analysis, and preparing detailed financial statements.
Education
Bachelor's Degree in Commerce, specializing in Accounts and Taxation
Computer Diploma
- Email:[email protected]
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Daniel Gonçalves
Bookkeeper
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Daniel Gonçalves
Bookkeeper
I am an experienced professional currently working at M7 Group™, specializing in bookkeeping, financial analysis, and business growth strategies. My background spans various industries, including automotive, aviation, and technology, with expertise in finance, cost estimation, data analysis, manufacturing, continuous improvement, project management, and tooling and machining.
EDUCATION
Bachelor’s Degree in Business
Administration
Postgraduate in Project Management
Specialization in Data Analysis
Green Belt Lean Six Sigma Certification
Work Experience
Embraer
LG
- Email:[email protected]
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Marcel Canhada
Bookkeeper
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Marcel Canhada
Bookkeeper
Currently contributing to the success of M7 Group™, I bring over 15 years of expertise in accounting, business administration, and financial analysis. My diverse experience spans roles in financial management, strategic planning, and tax compliance, with a focus on delivering tailored solutions to clients.
Key areas of expertise include:
Business plan, balance sheet, and profit-and-loss statement preparation and analysis.
Financial reporting, audits, and tax management.
Proficiency in accounting software, Microsoft Office, and public accountability processes.
EDUCATION
Telecommunications Technician, CEFET-RS, 2002
Bachelor’s in Business Administration, ESPM-RS, 2006
Business Management in Agribusiness, UFPEL-RS, 2009
LANGUAGES
English and Spanish
- Email:[email protected]
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Rodrigo Genz
Developer
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Rodrigo Genz
Developer
Currently, my passion lies in ERP Project Design & Management. I specialize in implementing, training, and managing Odoo-based solutions, helping businesses streamline operations and achieve their goals. Whether it’s designing seamless user experiences or leading complex projects, I thrive on bringing ideas to life and empowering others through technology.
- Email:[email protected]
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Denilson Roberth
Marketing
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Denilson Roberth
Marketing
- Email:[email protected]
Every M7 tax return is covered by Protection Plus. If a legitimate error is made by our preparer during the filing of a tax return, Protection Plus will reimburse the taxes, penalties, or interest.