Monotelo Advisors Reviews

Great experience every year! They are always willing to help us through everything!

Very satisfied. Makes tax time a breeze. They knew the details for my career as a firefighter for federal and state write offs.

I ve been a client since 2014 and continue to have confidence that they will help me maximize my tax return.

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!

Personalized, convenient service! They work around your schedule to get you the best tax return, even on past years!

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!

Very professional, speedy, and thorough. Can't ask for more!!

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.

Great, easy experience. Good communication back and forth, can always get ahold of someone to answer my questions.