Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

B.S. Accounting, University of Central Florida MST, University of Central Florida

Overview

Monika has over six years of experience providing tax compliance, tax planning and consulting services in various industries; such as real estate, law, medicine, manufacturing, and nonprofit. Technical expertise: -Taxation for closely held businesses and their owners, including partnerships, corporations, and limited liability companies -High net worth individuals, including trust and estate income tax -Nonprofit entities

Upcoming speaking engagements

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Resources and event materials

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In the community

Member, American Institute of Certified Public Accountants (AICPA) Member, Florida Association of Certified Public Accountants (FICPA)