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Monotelo Advisors Inc

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Monotelo Advisors Inc

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Accounting & Bookeeping Tax Preparation

About

Monotelo is your dedicated financial partner, focused on providing strategic expertise that aligns your business and personal financial decisions with your most deeply held life goals.

  • Maximize Your Refund: One of our experienced tax professionals will process your return and maximize your refund.
  • Minimize Liability: We will help you minimize your tax liability to ensure your cash flow is available to help you grow your business and build for your future.

Our Unique Planning Process

Explore how our planning process will provide you with a road map to having all your financial decisions in perfect alignment with your most deeply held values and life goals.

  1. Understand: 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.
  2. Guide: We will guide you to the right solution.
  3. Secure: We will walk with you step-by-step to secure the optimal corporate structure for your business.

Availability

Our dedicated team is available year-round to come alongside you, help you plan strategically, and answer any questions you have.

Ready to align your finances with your future? Schedule a no-obligation introductory call today.


Specialized Tax & Business Solutions (Key Services)

We combine essential accounting services with advanced, strategic solutions tailored for today's complex financial landscape.

  • Corporate & Business Structuring: Guidance on entity selection (LLC, S-Corp, C-Corp, etc.) and strategic structuring to ensure compliance and tax efficiency.
  • Proactive Tax Mitigation: Expert advice designed to reduce your short-term and lifetime tax burdens.
  • Accurate Tax Preparation: Stress-free, high-accuracy preparation for individuals and businesses, maximizing your returns.
  • Payroll & Bookkeeping: Reliable, year-round management of your essential business finances.
  • Advanced Crypto-Tax Solutions: Specialized services tailored to trading, staking, mining, DeFi, and more.
  • Values-Based Retirement Planning

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