Frequently Asked Questions

You work with me directly. I am the sole practitioner, responsible for every engagement, and I review, approve, and sign all client-facing work. If we work together, the written scope names the agreed service, contact, and review process.

No. Monaco CPA is a fully virtual practice.

I read each inquiry myself and do my best to reply within a week. Sending the form creates no engagement and promises no call, consultation, or outcome. Any scope, price, availability, and timing are agreed in writing before work starts. Existing clients should follow the document-exchange instructions provided in writing.

Monaco CPA is based in Livingston. I am a CPA licensed in New Jersey (#20CC04711400), and you can verify my license with the State Board of Accountancy. I accept work outside New Jersey where that state's rules permit it, and I confirm this before any engagement.

Use the contact form to tell me what you need, and do not send tax documents or sensitive identifiers through it. I read each inquiry myself and do my best to reply within a week. Sending the form creates no engagement and promises no call, consultation, or outcome. Any scope, price, availability, and timing are agreed in writing before work starts.

Ideally, year-round, through good record-keeping. If you are starting fresh, January is a useful time to organize documents. If you are a new client, reach out early through the contact form.

Typically: W-2s, 1099s, mortgage interest statements (1098), property tax records, charitable donation receipts, and any other income or deduction documentation. A tailored checklist is provided after the written engagement scope is accepted.

Multi-state income-tax return components (for example, an NJ resident return with a NY nonresident return and the NJ-COJ credit) may be included when identified in the accepted written scope. I am a CPA licensed in New Jersey (#20CC04711400), verifiable with the State Board of Accountancy, and I accept work outside New Jersey where that state's rules permit it, confirming this before any engagement.

I may take on amended-return or prior-year filing work after contact-form intake, under its own separately accepted written scope. Whether I can accept it depends on the years, jurisdictions, records, deadlines, and where the matter stands with the tax agency. No filing, compliance, refund, or agency result is promised.

After separate written acceptance, I may review an ordinary non-examination IRS or state correspondence notice and prepare a client-submission response package; the client submits it. This work is not included with tax preparation. Where authorized in writing, I may contact the agency under a power of attorney. Examinations, appeals, collections, OIC, and voluntary-disclosure matters are considered case by case under a separate written engagement and may be referred to an independent tax-controversy specialist.

Ordinary correspondence-notice support may be considered after intake and a written scope. Monaco CPA does not offer in-person office or field-examination appearances; examination representation and potential willfulness matters are considered case by case under a separate written engagement and may be referred to an independent tax-controversy specialist.

An LLC is a state-law entity form; S-Corp is a federal tax classification available to an eligible existing entity through an election. Formation, governance, and liability questions belong to qualified counsel. After an entity exists, Monaco CPA may analyze post-formation federal and NJ tax classification under an accepted written scope using the complete returns, owner services and supportable reasonable compensation, payroll taxes, QBI, benefits, and compliance costs. This page does not recommend a form or election, and no savings or outcome is promised.

The Pass-Through Business Alternative Income Tax is an annual election that allows eligible pass-through entities to pay NJ tax at the entity level. The federal and NJ return effect depends on the entity and owner returns, QBI, credits, and costs; no benefit is promised. Any analysis or submission requires an accepted written scope, and the client transmits the election and payment unless that scope expressly assigns submission.

I provide narrow payroll-platform and accounting oversight when included in a written scope. Unless separately accepted in writing, the client or payroll provider remains responsible for payroll processing, employee and tax payments, filings, and new-hire reporting; payroll operation is considered case by case under a separate written engagement.

Pricing depends on complexity and scope. Any offered scope and price are confirmed only in writing before acceptance; no quote or engagement is promised.

Payment terms, if offered, are confirmed only in writing before acceptance; no payment plan or engagement is promised.

No. If I offer a written scope, you decide whether to accept it.

Website forms are only for a short written note about what you need. Please do not send tax documents, account numbers, Social Security numbers, government identifiers, passwords, authentication codes, or other sensitive records through them. If we work together, the written scope or a later written instruction tells you how to send documents. The Privacy Policy describes the relevant provider, legal, engagement, and consent boundaries.

The website does not promise a particular portal configuration, encryption, confidentiality, or retention practice. If work is accepted, document-exchange instructions are provided in writing. No electronic transmission or storage method is guaranteed absolutely secure.