Monahan Tax & Accounting Inc

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Introduction: I have been providing expert personal and business income tax preparation and accounting services to clients for over 30 years. I am an IRS Enrolled Agent and a Quickbooks Certified Proadvisor. I pride myself on being completely "Customer-centric" and in going beyond the numbers and assisting clients in finding ways to save on their taxes and keep more of their hard earned dollars. I make myself available to answer customer questions; concerns and provide tax planning year round. My firm also specializes in Tax Resolution for those who owe the IRS. I keep my rates competitive while adding value added service for each of my clients and have have the same clients for many, many years. Proud to have been named as a Thumbtack Top Pro in 2017 and 2018 and looking forward to helping many more people in 2019 and beyond.

Overview

Hired 10 times
License verified
2 employees
33 years in business

Payment methods

Cash, Check, Credit card, Paypal, Zelle

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jan - Jun
Jul - Dec

Photos and Videos

5 photos

Specialties

Special tax situations

Rental property,
Stocks or bonds,
Disability

Reviews

Customers rated this pro highly for punctuality, value, and work quality.

4.9

11 reviews

91%

Rebecca N.
Individual Tax Preparation

Kelly was great! She was quick to respond and communicate. She was able to prepare our return quickly and efficiently. She was also extremely knowledgeable regarding tax law, deductions and changes over the past year.
Mar 29, 2019Verified
John j.
Individual Tax Preparation

I have typically done my own taxes in the past until this year when I was having trouble with my return owed thousands instead of a big refund due to rental properties and not enough withholding I needed help with the return and some tax planning for the future Kelly was totally awesome she responded immediately and calmed my concerns definitely worth consulting with and the results were very organized neat and prepared with competence she obviously researched each item thoroughly thanks Kelly see you next year
Apr 5, 2018Verified
Mitchell C.
Individual Tax Preparation

Was unhappy with my tax preparer last year and tried Monahan and was extremely satisfied. Kelly was thorough, professional, and the turn around time was awesome! Would definitely recommend and I will be going back in the future.
Mar 16, 2018Verified
Monahan Tax & Accounting Inc's reply
Thank you Mitchell! Glad I could help and look forward to seeing you again next year!
Garry J.
Individual Tax Preparation

Extremely professional and responsive to my tax needs. I would highly recommend Monahan services.
Apr 8, 2018Verified
Angel M.

Excellent, professional, reliable service. Friendly atmosphere! Convenient location. Thank you Monahan Tax & Accountants.
Jan 19, 2018
Monahan Tax & Accounting Inc's reply
Your most welcome!!

Credentials

License

License Type: Enrolled Agent (IRS) (PA)

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer competitive pricing and offer discounts for multiple services. I also offer a referral fee for each client that you refer that comes and gets their taxes done with me.
What is your typical process for working with a new customer?
I offer a free consultation over the phone to discuss your tax and accounting needs. I also like to review the past year or two of tax returns in order to get a better feel for your needs in order to provide a more accurate quote and also to see if there are any errors or tax savings that may have been missed in previous filings.
What education and/or training do you have that relates to your work?
MBA in Accounting. IRS Enrolled Agent. Quickbooks Certified Proadvisor; 30+ years experience. I take many continued education courses each year in order to maintain my license and in order to stay abreast of tax law changes and other issues relevant to my clients.

Monahan Tax & Accounting Inc

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Specialties

Reviews

Credentials

FAQs

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