Accounting Services
Accounting Services

Tax Preparation
Individual, Corporate, Partnership, Estate & Trust, Not for Profit we plan and prepare all returns year round.


Financial Statements
Peer reviewed firm. Audited, Reviewed and Compiled Financial Statements.

Estate and Trust Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

Business Services
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

Chief Financial Officer
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.
Remember: Wealth management is not just for the wealthy. Having a plan that protects and maximizes the growth of your assets over time is the surest way to earn financial independence and peace of mind.
*These services are offered by John Monaco through his affiliation with Avantax.