We take care of the taxes so you don't have to
Because there are other things you'd rather do
Securely access and upload all of your important tax information 24/7.
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.
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.
Consider tax planning before you make a decision about any of the following:
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.
By paying the tax now you may be able to avoid higher tax rates in the future and tax shelter additional money.
We are fully capable of doing the whole process of tax planning and preparation virtually with bank-level encryption so you information stays safe.
A little delegating can help you focus on what is most important.
Ask us how we can help.
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.
Preparamos imposto de renda pessoal e empresarial para brasileiros nos EUA.
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.