-
July 2025 by Sharon O'Bryan
I am very pleased with my interactions with Monotelo Advisors, Inc. Their information is highly relevant, explained well, and the people are professional and approachable. i highly recommend them.
-
July 2025 by David
Monotello Advisors has always been there for us and does a great job at an affordable price
-
March 2025 by Anni Schneider
In filing my taxes everything goes through a customer portal, so I don't even need to leave my house. It is very easy to upload the documents, and communication with the advisor is excellent.
-
March 2025 by elizabeth Peterson
We have Ron Rindone do our taxes every year. He’s always professional and efficient. He’s been doing our taxes for 40 plus years. His exceptional work has consistently ensured our peace of mind, and we’ve never faced an audit.
-
March 2025 by Jack Buxbaum
My wife and I have been clients of Monotelo’s for several years. Jim Richter and Michael Baumeister are both excellent advisors, highly knowledgeable, very detail oriented, and quite thoughtful in aligning our life goals and plans with our financial plan and portfolio.
They were instrumental in guiding us in our transition from full employment to full retirement. They have invested much time and effort to be sure we are well informed and can make well informed decisions.
I/we highly recommend Monotelo.
-
March 2025 by jan caputo
We feel very comfortable with Ron. He is very knowledgeable and efficient, he meets all our needs!
-
February 2025 by Helen Thomas
They understand my unique small business and easily help me understand the financial aspect of my decisions. Very timely responses even during busy tax season. Have used them for years and will continue to do so.
-
February 2025 by Gloria Bauer
Michael has always been a great help to me. Tax preparation is done quickly and accurately.
-
September 2022 by Rose Wendt
I've worked with Monotelo Advisors for almost 2 years now and they're nothing short of amazing. They always make tax time super easy for both my business and personal taxes. They're very professional and prompt whenever I ask a question or need help with something. Highly recommend!
-
November 2020 by Kelly DeLano
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!
-
September 2019 by elias rivera
I’ve been a client since 2014 and continue to have confidence that they will help me maximize my tax return.
-
September 2019 by Sahar Shehaiber-Abdelkader
Personalized, convenient service! They work around your schedule to get you the best tax return, even on past years!
-
September 2019 by Megan Thomas
Great, easy experience. Good communication back and forth, can always get ahold of someone to answer my questions.
-
September 2019 by R A
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.
-
September 2019 by Ari Evangelisti
Very professional, speedy, and thorough. Can't ask for more!!
