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    TAX AND FINANCIAL PLANNING EXPERTISE

    Positively impacting our client's lives with meaningful and actionable financial solutions 

    TAX EXPERTISE

    Click here to access the tools and articles designed to help you manage your taxes and your finances while giving you confidence to take the steps needed to prepare for a future filled with peace, hope and financial security.

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    RETIREMENT PLANNING

    The Tax Cuts and Jobs Act has made proper tax planning more critical than ever when it comes to preparing for retirement. Monotelo's unique blend of expertise in tax and wealth management can help you reach your retirement goals.

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    SMALL BUSINESS OWNERS

    If you are a small-business owner, there is a high probability that you are paying more tax than what is required. And the key to lowering your tax bill is not in finding a competent CPA to file your tax returns, it's in finding an expert with a disciplined process to help you plan your future.

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