Let’s be real, filing taxes is probably not on anyone’s top 10 favorites list, but it doesn’t have to be something you dread either! With the right tax preparation professional by your side, you can file accurately, maximize deductions, and minimize your tax liability—all while saving time and avoiding headaches.

When you work with John R. Monaco & Company, you get more than just a tax preparer. Because we are a financial planning firm, you get a dedicated team that looks at the full picture of your financial wellness. Here’s why clients come to us year after year:

Why should I hire a tax professional instead of using software?
While tax software can be helpful, it doesn’t replace the experience of a tax preparation business that understands complex tax laws, deductions, and compliance requirements. A professional can often save you more money than software by seeing that you take full advantage of every tax-saving opportunity.

When should I start preparing my taxes?
It’s never too early to start. Early preparation helps identify deductions, avoid last-minute stress, and see that you file on time. We recommend starting as soon as you receive all necessary documents.

Can you help with tax problems or audits?
Yes. If you’ve received a notice from the IRS or need assistance with back taxes, audits, or penalties, we provide representation and resolution services.

What documents do I need for tax preparation?

• For individuals: W-2s, 1099s, investment statements, mortgage interest statements, and any deduction-related receipts.

• For businesses: Profit and loss statements, expense records, payroll documentation, and any applicable tax forms.

Do you offer virtual tax services?
Yes! We can prepare your taxes via phone, email, or video consultation, making it easier than ever to get expert tax help without leaving your home or office.