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Kelly Monahan, MBA, EA

Kelly monahan, mba, ea

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location of Kelly Monahan, MBA, EAGreater Philadelphia
Phone number of Kelly Monahan, MBA, EA+91 xxxx xxxxx
Followers of Kelly Monahan, MBA, EA235 followers

  • Timeline

    Sept 2002 - Dec 2004

    Controller / CFO

    Reading Terminal Market
    Feb 2005 - May 2006

    Sr Staff Accountant

    Brinker Simpson & Company
    Aug 2006 - Dec 2008

    Assistant Tax Manager

    SunCom Wireless
    Jan 2009 - Jan 2018

    Tax Manager

    Delaney, Roe and Company CPA's
    Sept 2017 - now

    Chief Executive Officer

    Monahan Tax & Accounting Inc
    May 2019 - now

    Chief Executive Officer

    CFO Business Solutions LLC
    Current Company
    Aug 2020 - now

    Chief Executive Officer

    Premier Tax Defense LLC

  • About me

    Chief Executive Officer at CFO Business Solutions LLC and sister company Premier Tax Defense LLC

  • Education

    • Drexel university

      1990 - 1994
      Bachelor of business administration - bba finance and economics

    • Keller graduate school of management of devry university

      2008 - 2010
      Master of business administration - mba accounting tax

  • Experience

    • Reading terminal market

      Sept 2002 - Dec 2004
      Controller / cfo

      Handled all aspects of the accounting cycle including budgeting; monthly AP/ARreconciliation.Prepared the annual budget including CAM and apportioned billing and sat on theFinance Committee answering for quarterly budget deviations.

    • Brinker simpson & company

      Feb 2005 - May 2006
      Sr staff accountant

      Handled all tax preparation duties for numerous individual and business tax clients.Reconciled all client accounts and prepared complete financials necessary for thepreparation of accurate GAAP compliant returns.

    • Suncom wireless

      Aug 2006 - Dec 2008
      Assistant tax manager

      Handled all aspects of Multi-State and Local Tax preparation "SALT" for monthly filingsand Puerto Rico filings.Conducted extensive tax research for sale and use audits and saved the company tensof thousands of dollars in tax; interest and penalties.

    • Delaney, roe and company cpa's

      Jan 2009 - Jan 2018
      Tax manager

      Handled tax preparation for over 450 individual; business and non-profit clients.Prepared all necessary financial statements based on client data and trained clients inbookkeeping and QuickBooks Desktop and QuickBooks Online.Successfully provided tax planning and tax representation services for many satisfiedclients.

    • Monahan tax & accounting inc

      Sept 2017 - now
      Chief executive officer

      Full service Tax & Accounting firm serving clients nationwide. Tax Planning; Tax Resolution and Representation.

    • Cfo business solutions llc

      May 2019 - now
      Chief executive officer

      Optimizing Cannabis Businesses with friction-less accounting, tax, and financialmanagement frameworks & best practices.Provide expert level outsourced tax; accounting and CFO services.

    • Premier tax defense llc

      Aug 2020 - now
      Chief executive officer

      Provide tax resolution services to individuals and businesses including lien and levy releases, Offer in Compromise, Installment agreements, Currently non Collectible, Innocent Spouse, First time penalty abatements and Trust fund recovery penalties.

  • Licenses & Certifications

    • Quickbooks certified proadvisor

      Quickbooks

    • Enrolled agent (ea)

      Internal revenue service
      Feb 2016

    • Mba business administration

      Keller graduate school of management of devry university
      Jun 2008

    • Bachelor of science business administration - finance / economics

      Drexel university
      Jun 1994