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Lisa Monk & Associates, LLC

Lisa Monk & Associates, LLC

1866 E High St., Pottstown (PA), 19464, United States

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(610) 970-2880

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About Certified Public Accountants
Lisa Monk & Associates, LLC cover
Description Tax Return preparation services for individuals and business
IRS Representation for audits, collections, and appeals
IRS Offers In Compromise and Installment Agreements
Business Tax Planning services
QuickBooks services



FIRM PROFILE

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.


We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


William H. Klein is an attorney and Certified Public Accountant, and holds a Master of Laws in Taxation. Bill has over 30 years of experience and specializes in both Federal and Pennsylvania income taxation and estates and trusts. Bill has practiced in the Pottstown area since 1984. He handles legal, accounting, and tax matters with the IRS and PA for individuals and businesses as well as tax return preparation for individuals, corporations, LLC's, LLP's, and partnerships.


Mr. Klein received his B.S. from Wilkes University in 1963 and his J.D. in 1966 from the Dickinson School of Law. In 1967 he received a Master of Laws in Taxation from Boston University. He is admitted to practice in Pennsylvania; the Unites States Tax Court and the U.S. Court of Federal Claims and has appeared before numerous federal and state administrative bodies. Bill is a member of the American and Pennsylvania Bar Association (Section on Taxation), Montgomery County Bar Association and Estate Planning Council, American and Pennsylvania Institutes of Certified Public Accountants (Section on Taxation and Personal Financial Planning), and the American Association o
  • 1866 E High St., Pottstown (PA), 19464, United States
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