About Us

our services complement those provided by our clients’ accounting and tax advisors.

The Monetek Method

Our services complement those provided by our clients’ accounting and tax advisors. Monetek has a unique blend of talented professionals, including CPAs, attorneys, IRS enrolled agents, and technical consultants.  Our extensive knowledge and broad range of industry experience helps us to better understand your business and identify where opportunities exist. We focus on education and communication in all we do.


Our Methodology

Our team will openly communicate with your team. We take this approach with our clients and prospective clients, because, like you, we don’t like surprises.  Our approach allows us to understand and explain the benefit of claiming any tax credit or incentive prior to engaging a professional services firm. Our methodology follows a two phase approach, keeping you informed along the way.

Phase I

Phase 1 is an initial assessment that allows Monetek to estimate the benefit of claiming the credit or incentive prior to an engagement. During this phase we define the scope of opportunity and estimate the potential total credits or deductions. We do not charge a fee for the initial assessment.

At the conclusion of Phase 1 we will share with you our recommendations with respect to scope and the estimated benefits. We will also provide you with a proposal for Phase 2.

Phase II

Phase 2, also referred to as the Study, allows Monetek to work with you to calculate and substantiate any qualified credits or deductions your business may claim.

At the conclusion of the Study, we will issue a report to you including the calculations as well as technical analysis supporting the tax credit or deduction claimed.

Unlock Tax Benefits with Monetek

Are you maximizing your credits and incentives? At Monetek, we specialize in optimizing business credits and incentives.  Our dedicated team understands the complexities of credits and incentives law and how to navigate them to ensure you receive the maximum benefits available.  With our tailored services, we help you uncover opportunities to reduce your tax liability.

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