Assured provides Accounting, Tax and Financial Services to individuals and Small Businesses. Monis uses this experience to work with Small businesses to develop strategy and operational improvement plans generating superior cash flow for businesses. He employs proactive tax and business planning strategies to save taxes for clients and then deploy that cash to fund retirement and invest in real estate. His current clients have saved in taxes up to $500k. His clients have used the tax savings to invest in Real Estate and Life Insurance using their self-directed Solo 401K or IRAs. If you are in need of a Tax Strategist who will look at your financial big picture and come up with a comprehensive tax and retirement strategy that will help you save on taxes and grow your wealth, please give Monis a call to book an appointment. Monis is also a Certified IRS Acceptance Agent.
Licensing & Credentials
Services Offered
Tax Specialties
