Your taxes in good hands
At Moneta Tax LLC, we simplify tax preparation and tax planning so you can focus on what matters most. Let our IRS-authorized professionals handle your taxes with accuracy and care.
- Expert tax guidance
- 24/7 Client support
Individual Tax Preparation
Accurate, stress-free filing with a focus on maximizing your refund and minimizing your tax liability.
- Personalized deduction strategies
- Year-round tax planning
- Direct communication
- Comprehensive review
Small Business Tax Filing
We handle federal and state filings for all business entities including LLCs, S Corps, C Corps, and Sole Proprietorships.
- Entity-specific expertise
- Quarterly estimated tax guidance
- Multi-state filing support
- Deductible expense optimization
Self-Employed & 1099 Filers
Custom solutions for freelancers, gig workers, and independent contractors including expense tracking and quarterly estimated taxes.
- Quarterly tax payment calculations
- Home office and mileage deductions
- Estimated tax planning
- Self-employment tax strategies
We have an array of services to help you
Comprehensive tax solutions designed to save you time, money, and stress. From simple returns to complex business filings—we handle it all.
Individual Tax Preparation
Accurate, stress-free filing with a focus on maximizing your refund and minimizing your tax liability.
Small Business Tax Preparation
We handle federal and state filings for all business entities, including LLCs, S Corps, C Corps, and Sole Proprietorships, so you can focus on growing your business.
Self-Employed & 1099 Filers
Custom solutions for freelancers, gig workers, and independent contractors—including expense tracking and quarterly estimated taxes.
Tax Amendments
Need to correct a previous return? We help amend filings to ensure your records are accurate and compliant.
IRS Audit Support
Facing an audit? We provide professional representation and expert support throughout the process.
Tax Planning & Strategy
Year-round guidance to help you lower your tax burden and make smarter financial choices.
A composable approach
- Microservices: Microservice-based architecture enables
- API first: When all functionality is exposed via API
- Cloud native: Leveraging full capabilities
- Headless: The decoupled nature of headless applications
Lending engine
- Microservices: Microservice-based architecture enables
- API first: When all functionality is exposed via API
- Cloud native: Leveraging full capabilities
- Headless: The decoupled nature of headless applications
Deposits engine
- Microservices: Microservice-based architecture enables
- API first: When all functionality is exposed via API
- Cloud native: Leveraging full capabilities
- Headless: The decoupled nature of headless applications
Why should I trust Moneta Tax?
Fast & accurate filings
Get your returns done right, the first time. Precise filings, zero hassles
IRS-authorized & experienced professionals
Licensed experts who know tax law inside and out. Your taxes in trusted, qualified hand
Year-round support you can trust
Support beyond tax season. We're with you every step of the way
Interested in something else?
- Register for the monthly demo to see our platform in action.
- Submit your interest in becoming a technology partner.
- Subscribe to stay up to date with FinPoan news.
Read our latest posts
Tax Preparation for Self-Employed and Freelancers: A Complete Guide
Tips for Maximizing Your Tax Refund
Common Tax Mistakes First-Time Filers Should Avoid
Frequently Asked Questions
Don’t worry, we are here to answer your questions!
What documents do I need to file my taxes?
To ensure an accurate and complete tax return, please have the following documents ready:
- A valid photo ID (such as a Driver’s License or Passport)
- Social Security cards for yourself and any dependents
- All relevant W-2 forms from employers
- Any 1099 forms (including for freelance work, unemployment benefits, retirement income, etc.)
- 1098 forms for mortgage interest or tuition payments
- Records of self-employment income and business-related expenses
- Bank interest statements (such as 1099-INT)
- Documentation for childcare, education, or medical expenses you plan to claim
- A copy of your previous year’s tax return (especially if you’re a new client)
- Any IRS letters or official tax notices you’ve received
If you’re unsure about a specific document, feel free to contact us before your appointment. We’re happy to help you get organized!
How much do you charge for tax preparation?
Pricing varies depending on the complexity of your return. We offer transparent, flat-rate pricing for most individual returns, and custom quotes for business clients. Contact us for a free consultation and estimate.
Can you help me if I haven’t filed in a few years?
Yes, we specialize in helping clients catch up on unfiled returns. Whether it’s one year or several, we’ll guide you through the process and help you get back in good standing with the IRS.
Do you offer virtual or remote services?
Absolutely. We offer secure online document upload and virtual consultations for clients who prefer to work with us remotely. You can get expert tax help without leaving your home.
Are you licensed or certified?
Yes. Moneta Tax LLC is led by licensed tax professionals. We stay up to date on all IRS regulations and tax law changes.
I received a letter from the IRS, what should I do?
Don’t panic. Send us a copy of the notice, and we’ll review it with you. We can help interpret the letter and respond appropriately to avoid further issues.
What types of clients do you work with?
We work with a wide range of clients, including W-2 employees, self-employed professionals, small business owners, freelancers, gig workers, retirees.
When is the deadline to file taxes?
The typical deadline for filing federal tax returns is April 15, unless it falls on a weekend or holiday. Business and quarterly filing deadlines may differ, ask us if you’re unsure.
Do you help with tax planning, or just tax filing?
We do both. In addition to tax preparation, we offer year-round tax planning services to help you reduce your liability, stay compliant, and make smart financial decisions.
How do I get started?
It’s easy! Just schedule a free consultation online or give us a call at (305) 974-2766. We’ll walk you through what we need and how to securely send your documents.
