Tax & accounting for Monrovia businesses and families

Working with Monrovia clients

Monrovia combines a busy Old Town retail and restaurant district with technology and light manufacturing along Huntington. It is also home to our sister practice, Herbert Financial Group.

Whether you file a personal return, run a business with a handful of employees, or are trying to work out whether your entity structure still fits, the starting point is the same: a thirty-minute conversation at no charge, with last year’s return in front of us.

We are Enrolled Agents — licensed directly by the U.S. Department of the Treasury with unlimited rights to represent taxpayers before the IRS — with Certified Public Accountants on staff. Monrovia is Los Angeles County, a short drive from our Azusa office, and we see clients from here every week.

What we do for Monrovia clients

• Individuals and families — federal and California returns, amended returns, IRS notices, ITIN applications and renewals.
• Small businesses — monthly bookkeeping, payroll, sales tax, and the entity structure question that decides how much self-employment tax you pay.
• Growing companies — proactive tax planning, cash flow forecasting, retirement plan design and CFO-level advisory.
• Anyone with a problem — unfiled returns, back taxes, EDD or CDTFA audits, and IRS examinations.