TAX SERVICES
Strategic Tax Planning & Preparation
Whether you're an individual filer, business owner, investor, or managing a complex financial situation, Todd W. Monahan CPA LLC provides proactive tax planning and accurate tax preparation designed to protect your income and minimize unnecessary tax liability.
More Than An Annual Tax Return
Most people think about taxes once a year. We believe tax planning should happen year-round.
By taking a proactive approach, we help clients identify opportunities, avoid costly surprises, and make informed financial decisions that support long-term success.
From straightforward individual returns to complex business filings, every engagement receives personalized attention and direct access to an experienced CPA.
SERVICES INCLUDED
Comprehensive Tax Services
Individual Tax Preparation
Accurate and timely federal and state tax return preparation for employees, retirees, self-employed individuals, investors, and high-income earners.
Business Tax Preparation
Preparation and filing of business tax returns for LLCs, S-Corporations, C-Corporations, partnerships, and sole proprietorships.
Strategic Tax Planning
Year-round planning focused on reducing tax liability, maximizing deductions, and preparing for future financial decisions.
IRS Representation
Professional guidance and representation for audits, notices, payment plans, collections, and other IRS-related matters.
Individual Tax Preparation
Accurate and timely federal and state tax return preparation for employees, retirees, self-employed individuals, investors, and high-income earners.
Business Tax Preparation
Preparation and filing of business tax returns for LLCs, S-Corporations, C-Corporations, partnerships, and sole proprietorships.
Strategic Tax Planning
Year-round planning focused on reducing tax liability, maximizing deductions, and preparing for future financial decisions.
IRS Representation
Professional guidance and representation for audits, notices, payment plans, collections, and other IRS-related matters.
Why CLIENTS Choose Todd
Experience. Insight. Personal Attention.
Work directly with an experienced CPA who provides practical guidance, responsive communication, and year-round support.
Direct Partner Access
Work directly with Todd on every engagement—never a revolving team of associates.
Year-Round Strategy
Proactive planning and guidance throughout the year, not just during tax season.
IRS Representation
Experienced support for audits, notices, payment plans, and tax resolution matters.
Business & Individual
Comprehensive solutions for entrepreneurs, business owners, and individuals.
Experience That Matters
20+ years serving individuals, families, and business owners.
Virtual & In-Person Appointments
Meet remotely or visit our Lutz office for convenient, personalized service.
Who We Help
Tax Solutions For Individuals & Businesses
Individuals & Families
Self-Employed Professionals
Small Business Owners
LLCs & S-Corporations
Investors & Rental Property Owners
High-Net-Worth Individuals
Growing Businesses
What To Expect
Discovery Call
Discuss your tax situation, goals, and any current challenges.
Document Collection
Securely upload your tax documents through our client portal.
Preparation & Review
Your return is carefully prepared, reviewed, and optimized for available deductions and credits.
Filing & Ongoing Support
Returns are filed electronically, and we're available to answer questions and assist with future planning.
What To Expect
Discovery call
Discuss your tax situation, goals, and any current challenges.
Document Collection
Securely upload your tax documents through our client portal.
Preparation & Review
Your return is carefully prepared, reviewed, and optimized for available deductions and credits.
Filing & Ongoing Support
Returns are filed electronically, and we're available to answer questions and assist with future planning.
Ready For A Smarter Approach To Taxes?
Whether you need tax preparation, planning, or help resolving an IRS issue, we're here to help.
Common Questions
Frequently Asked Questions
These are the questions we hear most often from prospects. If something isn't answered here, our Discovery Call will cover it.
Do you prepare both individual and business tax returns?
Yes. We prepare returns for individuals, families, entrepreneurs, and businesses of all sizes.
Can you help if I received an IRS notice?
Absolutely. We review notices, explain your options, and help resolve issues with the IRS.
When should I start tax planning?
The best time is before year-end. Strategic planning throughout the year often creates the greatest tax-saving opportunities.
Do you work with clients remotely?
Yes. We serve clients throughout the United States using secure digital tools and virtual meetings.
