Overview

Monotelo Advisors is a tax and financial planning firm that provides expert financial guidance and strategic insights to empower our client’s growth and long-term success. We help improve our clients' cash flow by minimizing federal tax liabilities, thereby offering more opportunities to build for the future. Monotelo offers a comprehensive range of services tailored to both individuals and small businesses, including: •Tax Planning and Preparation: Accurate, stress-free tax services aimed at freeing up cash flow for future investments. •Retirement Planning: Values-based retirement planning designed to provide clients with confidence in achieving their life goals. •Small Business Services: Comprehensive support for small business owners, encompassing tax, bookkeeping, and payroll needs, with a focus on being a valuable financial partner. Our team at Monotelo Advisors comprises certified professionals with diverse expertise in accounting, taxation, financial planning, exit planning, and more.