TAX EXPERTISE

Monotelo believes there is a better way to help you secure your financial future. It starts by improving your cash flow, then focusing on the budget and retirement savings to help you take charge of a future filled with peace and financial security.

Our mission is to make a difference with meaningful and actionable financial solutions that positively impact our client's lives. We do this by integrating the tax component into all our discussions - freeing up cash flow that allows our clients to live the lives they want to live.

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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PRIVATE

CLIENTS

With the opportunities and challenges of the Tax Cuts and Jobs Act, Monotelo's unique blend of expertise in tax law, retirement planning and wealth management can be a critical factor in helping you reach your short and long-term goals.

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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 and wealth management can help you reach your retirement goals.

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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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