Tax Services

Tax Services

For individuals and businesses

Monheit Zongolowicz Frisch CPAs PLC offers a wide range of services to our individual and business clients. We adapt our strategic tax planning and preparation to serve our clients specific needs.

They benefit by receiving personalized quality service for their specific financial situation. They are empowered with peace-of-mind because our tax advisors ensure that all of the essential bases are covered.

Personal Tax Services

  • Individual Fiduciary Tax Preparation & Planning
  • Eldercare Financial Services
  • Estate Planning & Settlement
  • Trust Management
  • Personal Money Management

Business Tax Services

  • Business Consulting & Planning
  • Entity Design & Management
  • Trust Tax
  • Accounting
  • Bookkeeping
  • Payroll Services
  • Tax Planning
  • Tax Preparation

Outsourced CFO

IRS Representation

We have two locations for your convenience:

 

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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
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We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin.

This is not an offer to sell securities in any other state or jurisdiction.