Access Your Secure File Portal

Securely access and upload all of your important tax information 24/7.

Secure Client Portal Tutorial

It’s so easy to set up your Secure Online Client Portal.

Client Portal App Guide

Our app makes it even easier to share and store your documents.

Why Monarch Taxes?

What do butterflies have to do with taxes?

LET’S BE PARTNERS

At Monarch Taxes LLC we don’t just prepare tax returns.

We analyze them for specific ways to potentially reduce taxable income, always keeping your best interests in mind. We approach each client’s situation with skill, experience, and independent judgment. By asking the right questions and understanding a client’s specific needs, we are able to gather the information needed to not only prepare tax returns, but also identify and implement valuable tax planning opportunities. 

TAX SAVINGS THROUGH PLANNING

 

All planning involves looking ahead to reach a specific goal.

But, when it comes to taxes, people often leave matters to chance; perhaps not realizing the tax savings that can result. 

The goal of tax planning is saving money.

MAKING WELL-INFORMED DECISIONS YEAR-ROUND

Consider tax planning before you make a decision about any of the following: 

  • Retiring or changing jobs 
  • Contributing to or taking funds from any type of retirement plan 
  • Buying/selling assets or making large purchases 
  • Making financial gifts to your children or charities 
  • Borrowing money for any purpose 
  • Moving 
  • Getting Married/Divorced 

We work with you year-round with the goal of minimizing your tax burden. Most importantly, we take the time to explain and educate because the more you understand, the better tax saving decisions you can make throughout the year. 

ROTH CONVERSION EXPERTISE

 

By paying the tax now you may be able to avoid higher tax rates in the future and tax shelter additional money.

Constant tax awareness is vital to successful investment management.

CONVENIENCE

 

Stay home.

We are fully capable of doing the whole process of tax planning and preparation virtually with bank-level encryption so you information stays safe.

Our goal is to make tax season easy for you.

PREPARING EMPLOYEE’S W-2s AND FORMS 1099

 

A little delegating can help you focus on what is most important.

Ask us how we can help.

Knowing when to delegate is essential when running a business.

DAILY MONEY MANAGEMENT AND RECORD KEEPING

Record keeping assistance and DMM are two of the many valuable services we offer.

As we partner with you, we can assist in clearing out old statements, moving things from active files into storage and clearing your storage of those things which have reached their expiration. We also recommend that you review your legal documents regularly. At least every three years you should make sure that your wills, and powers of attorney are current. It is also a good idea to take a look your beneficiary designations on retirement accounts and annuities.

Helping you keep your records in order throughout the year will help you avoid surprises at tax time.

Oi, we’re bilingual.

Preparamos imposto de renda pessoal e empresarial para brasileiros nos EUA.

FOREIGN BANK AND FINANCIAL ACCOUNTS

In a global economy, many people in the US have foreign financial accounts. The law requires U.S. persons with foreign financial accounts to report their accounts to the U.S. Treasury Department, even if the accounts don’t generate any taxable income. They need to report by April 15 of the following calendar year.

The U.S. government requires reporting of foreign financial accounts because foreign financial institutions may not be subject to the same reporting requirements as domestic financial institutions.