Monahan Tax & Accounting Inc

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About

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; Certifies Tax Resolution Specialist and 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 19 times

2 employees

38 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Zelle.

Top Pro status

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

2019

2018

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Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

5 photos

Projects and media

5 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

17 reviews

5

94%

4

6%

3

0%

2

0%

1

0%

Lou m.

Apr 5, 2018

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Hired on Thumbtack

Individual Tax Preparation

Kathy W.

Mar 25, 2019

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Hired on Thumbtack

Individual Tax Preparation

Angel M.

Jan 19, 2018

Excellent, professional, reliable service. Friendly atmosphere! Convenient location. Thank you Monahan Tax & Accountants.

Monahan Tax & Accounting Inc's reply

Your most welcome!!

James V.

Jan 20, 2018

From the onset, Kelly from Monahan Tax & Accounting set my business in the right direction and has guided us every step of the way. From incorporating us and expertly handling all my payroll and business taxes to proficiently managing our monthly bookkeeping services, she makes herself readily available to answer questions at times most firms would not be available. Thank you for everything and have no fear dealing with this firm. A++++. An asset to the profession and most appreciated.

Monahan Tax & Accounting Inc's reply

Thank you for the kind words!

Jason b.

Feb 27, 2018

•

Hired on Thumbtack

Exceptional service!

Monahan Tax & Accounting Inc's reply

Thank you, Jason. It was my pleasure!

Accounting

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.