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Monotelo Advisors

4.9· 10 reviews
Average ratingExcellent
4.9/ 5

Based on 10 reviews

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Brian McConnell
Reviews 1

They have done great work for me and my family during tax season. Whether it's with face to face meetings or on the phone, they always ask the right questions and make sure they do what is best for us! Their turn around time has always been very quick as well. We will continue to use them moving forward!

Kelly DeLano
Reviews 1

Taxes have always made me nervous and after becoming a landlord, the stress was amplified. Monotelo Advisors made tax season easy and stress-free. Monotelo Advisors' portal was incredibly user friendly, I could see my parents using it without a problem! Jim Richter walked me through everything and explained my tax return in a way that made sense to someone without an Accounting Degree. I will be using them again next year!

R A
Reviews 1

Good company. They did a nice job with my tax returns every year. The free 3 year look back is great. They know they're clients professions and know how to maximize return. The online upload is super convenient and easy to use. Only negative is I typically deal with several people about my return each year, I know it's a busy season for them but I felt a little like I was getting passed around. I always recommend them when asked about who does my taxes.

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About Monotelo Advisors

Address
2250 point boulevard