Focus on growing your business, we'll handle the rest.
Any competent firm can help you file an accurate tax return, prepare your payroll or manage your monthly bookkeeping needs. And yes, we do that for our clients. But there is so much more to having the right financial partner. At Monotelo, we bring together our deep understanding of the Internal Revenue Code and how that intersects with you as business owner to arrange your affairs to mitigate short-term and lifetime tax liabilities to help you reach your long-term goals.
What we offer
Entity Structuring
C-Corp? S-Corp? LLC? Or Sole Proprietorship?
Monotelo will meet with you to get an understanding of your unique financial situation, your short and long-term business goals, and the implications of your business income on your personal tax return. Then we will guide you to the right solution and walk with you step-by-step to secure the optimal corporate structure for your business.
All In One Business Owner Package
You are more than just a business owner. Your business is just one component of your personal financial picture. And that's why a comprehensive understanding of your personal balance sheet and your other income sources is so essential to helping your achieve your long-term goals, so there's no disconnect between you, your business, and where you want to go in life.
Small Business Service Bundles
Monotelo will meet with you to understand your unique needs as a business owner, and suggest a level of service that best fits your growing business and your long-term goals. From there we will guide you through the process to get started, and take away the distractions that keep you from growing your business and building your best life possible.
How Monotelo can help your business.
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Minimize your tax liability
Easy year-end tax filing
Monotelo makes year-end tax filing easy.
By asking the right questions and ensuring your taxes are filed on time, Monotelo will give you the confidence that things are getting done right.
Grow your net bottom line
Monotelo will help you structure your business so that you minimize your taxable income, and reduce your lifetime tax liability by eliminating the tax
inefficiencies.
Minimize your tax liability
Monotelo will bring our expertise to the table to help you maximize your tax credits and tax deductions to minimize your taxable income and maximize what you keep in your pocket.
Year-round support
If you wait to see your accountant until tax time, there is no way they can strategically help you. Our team is available year-round to come along-side you, to help you plan strategically and to answer any questions that you have.
Schedule a free consultation.
Monotelo Advisors will meet with you to get to know your business needs and understand your unique situation.
Select your service.
Monotelo will prepare a proposal and help you determine the service package that is best for your business.
Sign the engagement letter.
Yes. It's that simple.
Get back to business.
We will handle the finances, so you can focus on growing your business.
How the process works
More services from Monotelo
Retirement Planning.
Our Values-Based planning will build the road map so you can have confidence that all the pieces of the puzzle are working together for you to live your best life possible.
Year-End Tax Filing Services.
We will help you minimize your taxable income by capturing all the deductions and credits available to maximize your refund.