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By Monarch Tax & Advisory LLC

Are your business finances keeping you up at night?

At PLEX Accountants by Monarch Tax & Advisory, LLC, we alleviate your financial stress and empower you to focus on what you do best – running your business.

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Primary Pain Points

Expert advisory services that simplify complex financial challenges.

01.
Complex Tax Regulations
We provide proactive planning and accurate estimated tax systems to help you stay ahead of tax liabilities.
02.
Business Growth Challenges
Business owners fight to grow their businesses, sometimes at the expense of their future. We have tax-savings retirement planning ideas to help you catch up and save money.
03.
Inaccurate Financial Records
We provide comprehensive bookkeeping, controllership, and contract CFO services to help you achieve clarity.
Who We Are

Why Monarch and why PLEX?

Is it about the royalty of numbers?  That is a fair assumption—monarchs are regal and commanding, just like how we manage finances with poise and precision.

But the real fun lies in the connection to Danaus plexippus, the scientific name for the monarch butterfly. Not just any butterfly—this one embarks on a migration so epic, it rivals tax season. Monarch butterflies travel thousands of miles each year, a feat of determination and endurance that we like to think reflects our approach to navigating even the most complex financial journeys.

And just like the monarch butterfly, we at Monarch Tax & Advisory believe in transformation—taking a financial mess that looks like a caterpillar and turning it into something as beautiful and streamlined as wings in flight.

So, while Danaus plexippus is scientifically accurate, it's the approachable elegance of the monarch (Danus plexippus), shortened to PLEX that truly embodies our values.

Inside shot of Plex Accountants
Innovative & Modern

We embrace cutting-edge ideas and technologies to provide creative solutions tailored to your business needs.

Full Service

Our comprehensive range of services ensures that every aspect of your business is supported.

Small Business Friendly

We specialize in understanding and addressing the unique challenges faced by small businesses

Cluster of industry challenges
Industries We Work With

Unique challenges require unique solutions.

At PLEX Accountants by Monarch Tax & Advisory, LLC, we specialize in serving a diverse range of industries including construction, real estate development, realtors, personal service companies, and professional services. We understand the unique challenges faced by these sectors and tailor our financial strategies to ensure your success.

Real Estate Development

Our targeted accounting solutions are designed to reduce your financial stress and let you focus on growth. Whether it's conducting studies and analyses to maximize benefits or using budgeting tools to track expenses, we've got you covered.

Construction

Cash flow can make or break your projects. Our customized cash flow forecasting strategies, job costing systems, and revenue policy knowledge will ensure your business stays profitable and compliant.

Professional Services

With our specialized advisory services, we simplify your practice’s financial complexities. From setting up accounting systems and strategic planning to conducting profitability analyses, we help you grow with confidence.

Get Started Today

Schedule a discovery call now before another year passes you by.

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