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September 2023 by Steve Petuck
It took 5 long years to get thru a very complex and messy Offer In Compromise, but we did it. Lisa was an amazingly experienced, rational and logical advisor, consultant and sometimes therapist. The amount owed was many millions of dollars. She was thoughtful, strategic and patient. I was very pleased with the settlement. If you're reading this you 're in a similar predicament as I was. Fear not! You will survive. You will take your lumps and move on, if you follow her lead. I don't often write recommendations or give stars, but Lisa earned her stripes. I spoke to many companies who claimed they would get me thru the process, but they all felt slippery. Lisa is genuine and down to earth. And I was not an easy client! I am happy to share a few minutes with anyone on the fence about hiring her. She can make arrangements and I will tell you, from the scary experience of what really happens when the IRS comes knocking on your door. Or worse, you lay in bed not wondering what's going to happen next. If this resonates, you're ready to settle. If not, you will eventually come to grips with what you did. Don't let it be too late. Lisa, thank you.
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June 2023 by Jacqueline Holleran
I have been using Lisa's office for several years now to prepare my tax returns. She and her staff have always been professional and helpful. They are always prompt when returning phone calls and emails. I would recommend Lisa's business for your tax professional needs.
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May 2023 by Kyle Lepkowski
Wonderful team of experts! Started with Lisa's company in 2022 and would highly recommend!
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April 2023 by Donna Byfield
Great team Lisa has put together. This is our 3rd year with them and they have persevered through the tax challenges we have put them up against due to us transitioning from the UK to the USA. They are simply the best.
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April 2023 by Ron Dlutz
Lisa Monk and Associates have been taking care of my taxes since I opened my business. Always excellent, wouldn't trust anyone else.
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March 2023 by Nicole S.
I have worked with Lisa and Cheryl over the years and they've been very professional, and helped me feel assured that my taxes were complete, correct, and carried the CPA stamp of approval.
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March 2023 by Misty Seem
I was Overjoyed with my experience with Lisa Monk. She went above and beyond to resolve a tax issue that had seemed impossible. She put in Extra time and did everything she could to get a positive outcome. I strongly recommend her !!!
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November 2022 by Gustavo Urtecho
Lisa and her team are the best. I had a huge issue with the IRS and she helped me all the way. Problem solvedThanks a lot
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September 2022 by Brandy Kilroy
Lisa and her team are awesome! So knowledgeable and responsive to all my questions. Super easy and painless to work with. I highly recommend using her service!
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August 2022 by Justin Knauf
Lisa and her team are just awesome. I've had issues with previous companies and Lisa was nothing but helpful with all of the issue I had. Lisa will fight for you and she always does her best. Can't wait to have great and prepared taxes for next year! Definitely recommend!
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July 2022 by Erika J.
Not only does this office not respond to their email inquires but they also lack in their mannerisms.
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September 2020 by Rodney Varady
I have nothing but great things to say about Lisa and everyone on her team. Lisa has been my accountant / tax preparer for years now after I transferred services from a less qualified accountant, I haven't looked back since.Lisa and her team are extremely knowledgeable and helpful with all my accounting needs. Lisa's been invaluable, being able to "pick her brain" whenever I have tax questions and she's helped me multiple times when I didn't know what was the right course of action was with my finances.If you're looking for a highly experienced certified public accountant look no further. I recommend Lisa to all my friends and family, you won't be disappointed.
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September 2020 by Cindy Phillips
Lisa and Cheryl are very professional and have knowledge that is deep and that you can trust is accurate! They take great care in being responsive to our needs given timelines can be imminent for many reasons. Having Lisa and Cheryl as our accountants takes a lot of pressure off of us as we know we are in great hands and our tax matters will be handled properly. I strongly recommend Lisa Monk & Associates for your business and personal tax matters.
