Lisa Monk & Associates, LLC
1866 East High Street
Pottstown, PA 19464
Welcome and thank you for visiting our Website. In April 2017, we changed our name from William H. Klein & Associates, LLC to Lisa Monk & Associates, LLC. Our staff, location, and dedication to our clients has not changed.
In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
What we do:
Our firm has a wealth of experience in all areas relating to accounting and taxes. Lisa and Cheryl have over 30 years of combined experience in tax preparation services for individuals, corporations, and partnerships. We also have experience in payroll tax issues, from the preparation of payroll returns to the resolution of complicated payroll issues.
In addition, Lisa's former life as an IRS Revenue Agent provides an unique perspective in everything that she does. We always look at the "audit risk" of any tax position when we prepare a tax return and we advise our clients on how to be proactive to protect themselves in the event of an audit.
In addition, we have helped countless clients in their dealings with the INTERNAL REVENUE SERVICE. We have forged great working relationships with many current IRS agents and collection officers. We have helped clients with IRS audits - including clients who prepared their own returns - and minimized the taxes and successfully won many penalty abatement cases. We have helped clients who haven't filed or paid taxes in 10 or more years. We have helped business clients who haven't been able to file (due to lost records or other reasons) get back on track and stay on track. We can turn any "mess" into an organized and understandable tax filing.
We have helped clients who owed $10,000 to the IRS, and we have helped clients who owe several million dollars to the IRS. We have provided better results for our clients than their previous expensive tax attorneys. We will ALWAYS provide better results than any tax resolution firm that advertises on the radio or TV. We can be relied upon to give an honest and confidential opinion of your case and what is the best way to resolve the issues.
We are dedicated to superior client service and work hard in delivering quality services to our clients. We return all phone calls and are open all year as we endeavor to continue to provide the highest quality professional service and guidance.