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Comprehensive Accounting Services

Your Partner in Financial Success

Your Partner in Financial Success

At John R Monaco & Company (CPA), we offer a full suite of accounting services tailored to meet the needs of individuals and businesses alike. Whether you're searching for “accounting services near me” or you require specialized accounting services for small businesses, our team is dedicated to providing accurate, timely, and insightful financial information that helps you make informed decisions.

Our Accounting Services

Tax Preparation

We provide expert tax preparation services for individuals, corporations, partnerships, estates, trusts, and nonprofits year-round. Our comprehensive approach ensures that all returns are meticulously planned and prepared.

Our Tax & Accounting Services Include:

  • Individual Tax Preparation
  • Corporate Tax Preparation
  • Partnership Tax Preparation
  • Estate & Trust Tax Preparation
  • Nonprofit Tax Preparation
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Business Taxes

Business Taxes

Navigating business taxes can be complex, but our team is here to simplify the process. We offer extensive support for various business taxes to ensure compliance and optimize your tax position.

Our Business Tax Services Include:

  • Sales Tax
  • Payroll Tax
  • Highway Use Tax
  • IFTA Tax
Financial Statements

Financial Statements

As a peer-reviewed firm, we provide a range of financial statement services to meet your needs. Whether you require audited, reviewed, or compiled financial statements, our team delivers thorough and reliable reports. Each type of financial statement report may suit specific circumstances, depending on requirements from your bank or other parties, and your budget.

Our Financial Statement Services Include:

  • Audited Financial Statements
  • Reviewed Financial Statements
  • Compiled Financial Statements
Estate and Trust Planning

Estate and Trust Planning

Effective estate planning is essential for the orderly transfer of assets, providing security for your loved ones and minimizing tax liabilities. Our services ensure that your estate is handled with care and precision.

Our Estate Planning Services Include:

  • Estate Planning
  • Trust Planning
  • Asset Transfer Strategies
  • Tax Minimization Strategies

Business Services

Maintaining well-organized financial records is crucial for the success of any business. Our business services are designed to enhance the efficiency of your operations and lay the foundation for a thriving enterprise.

Our Business Services Include:

  • Bookkeeping
  • Payroll Services
  • Financial Reporting
  • Budgeting & Forecasting
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Chief Financial Officer (CFO) Services

Chief Financial Officer (CFO) Services

Growing businesses often need professional financial advice but may not be able to afford a full-time CFO. Our part-time CFO services provide the expertise you need without the full-time cost.

Our CFO Services Include:

  • Financial Strategy Development
  • Cash Flow Management
  • Financial Analysis & Planning
  • Risk Management

Wealth Management

Wealth management isn't just for the wealthy. A strategic plan to protect and grow your assets over time is key to achieving financial independence and peace of mind.

Our Wealth Management Services Include:

**These services are offered by John Monaco through his affiliation with Avantax.

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Frequently Asked Questions

What are the benefits of hiring an accounting consultant?
Hiring an accounting consultant provides expert guidance on financial decisions, helps optimize tax strategies, and ensures compliance with regulations, ultimately improving your financial health.

How can a small business accountant help my business?
A small business accountant can assist with bookkeeping, tax preparation, financial reporting, and strategic planning, helping your business run more efficiently and profitably.

What is included in financial accounting services?
Financial accounting services include the preparation of financial statements, compliance with accounting standards, analysis of financial data, and advice on financial matters to ensure accurate and transparent reporting.

Why is estate and trust planning important?
Estate and trust planning ensures that your assets are transferred according to your wishes, provides security for your beneficiaries, and can significantly reduce tax liabilities.

Need Accounting Services?

Need Accounting Services?

By choosing John R. Monaco & Company for your accounting services, you're partnering with a team committed to your financial success. Contact us today to learn more about how we can help you maintain accurate records and achieve your financial goals at the same time.

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