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US Tax & Accounting Support

The financial partner your business deserves

Advisory Monks Consulting brings expert US tax preparation, bookkeeping, and virtual CFO services to growing American businesses — with warmth, transparency, and precision.

View Pricing Plans → Book Free Consultation
$2.4M+
Tax savings delivered
99.8%
Filing accuracy
48hr
Average turnaround
500+
US businesses served
What you get with Advisory Monks Consulting
Your complete financial team, from day one.
Tax Preparation & Filing
Federal + All 50 States · IRS e-file
✓
Monthly Bookkeeping
P&L · Balance Sheet · Cash Flow
✓
Payroll & Virtual CFO
W-2s · 1099s · Cash Flow Forecasting
✓
Entity Formation
LLC · S-Corp · EIN Registration
✓
Book your free 30-min consultation →
JR
SK
RP
MJ
Trusted by 500+ US businesses
Our Services

Everything your business needs to stay compliant & profitable

From daily bookkeeping to strategic tax planning — Advisory Monks Consulting covers the full spectrum of financial services for US businesses.

Tax Preparation

Federal and state returns for businesses and individuals. IRS e-filing with guaranteed accuracy and timely submissions.

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Monthly Bookkeeping

Clean, categorized books every month. Bank reconciliation, P&L, and balance sheets delivered on schedule.

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Payroll Management

Full-service payroll processing, tax withholdings, W-2s, 1099s, and direct deposit for your entire team.

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Virtual CFO

Strategic financial leadership — cash flow forecasting, budgeting, and board-ready reporting from experienced CFOs.

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Entity Formation

LLC, S-Corp, C-Corp setup with EIN registration, operating agreements, and state compliance filings.

Learn more →

Not sure which services you need?

Schedule a Free 30-Min Consultation →
Global Reach

Serving businesses worldwide

While our primary focus is US tax and accounting, Advisory Monks Consulting also supports businesses in the UK, Canada, Europe, Australia, and Singapore — bringing consistent quality across borders.

Enquire About Your Country →
United States
Primary market · Full service
United Kingdom
Corporation Tax · VAT
Canada
CRA compliance · HST/GST
Australia
ATO filings · GST
Singapore
IRAS · Corporate tax
Europe
VAT compliance · GDPR
Why Advisory Monks Consulting

The premium expertise you'd expect. The warmth you deserve.

$2.4M+
Tax savings delivered
99.8%
Filing accuracy rate
48hr
Average turnaround
500+
US businesses served

Big-4 Quality, Boutique Price

Our CPAs trained at top-tier firms. You get institutional expertise without the institutional price tag — typically 40-60% less than traditional CPA firms.

Dedicated Relationship, Not a Ticket Number

You get a named CPA who knows your business deeply. No rotating staff, no call centers — just one point of contact who genuinely cares.

Proactive, Not Reactive

We flag issues before they become problems. Quarterly check-ins, deadline reminders, and strategic recommendations — because preventing problems is better than solving them.

How it Works

Get started in 4 simple steps

1

Book Your Free Call

30-min consultation to understand your business needs. No commitment, just clarity.

2

Choose Your Plan

We recommend the right service tier. Transparent pricing — no hidden fees ever.

3

Meet Your CPA

We assign a dedicated CPA who learns your business, goals, and preferences.

4

Relax & Grow

Your finances run on autopilot. Monthly reports, proactive planning, zero surprises.

Client Stories

What our clients say

Real stories from real US businesses who've grown with Advisory Monks Consulting.

"

"Advisory Monks Consulting transformed our financial operations. Their virtual CFO service gave us the strategic clarity we needed to raise our Series A — $4.2M closed in 6 months of working with them. The real-time client portal and proactive reporting make us feel genuinely supported, not just processed."

JR
James Rodriguez
CEO, TechFlow Solutions — Austin, TX
★★★★★
"

"Switching to Advisory Monks Consulting was the best decision I made last year. Their team caught $38K in deductions our previous accountant missed. The monthly reports are crystal clear."

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Sarah Kim
Founder, Bloom Commerce — San Francisco, CA
★★★★★
"

"As a non-US founder running a Delaware C-Corp, the international tax complexity was overwhelming. Advisory Monks Consulting made it simple. They handle our FBAR, transfer pricing, and state nexus issues flawlessly."

RP
Raj Patel
CTO, DataSync Labs — New York, NY
★★★★★
"

"We were spending 3 days a month on bookkeeping. Now it's zero. Advisory Monks Consulting handles everything — payroll, quarterly estimates, reconciliation — and we haven't had a single late filing in 18 months."

MJ
Marcus Johnson
Owner, Meridian Roofing Group — Dallas, TX
★★★★★
"

"The pricing is transparent, the team is responsive, and they actually explain things clearly. They helped us restructure as an S-Corp and saved us $28K in self-employment taxes in year one."

EC
Emily Chen
CEO, Nova Skincare Co. — Los Angeles, CA
★★★★★
"

"From entity formation to our first payroll run — Advisory Monks Consulting was with us every step. It felt like having a real in-house finance team without the overhead. Highly recommend for any early-stage startup."

PS
Priya Sharma
Founder, Brightwave Studios — Brooklyn, NY
★★★★★
"

"Our CPA at Advisory Monks knows our business inside out. Monthly cash flow reports have become our most important management tool. We've grown 3x since working with them and the finance side has never been more organized."

DP
David Park
CFO, Cascade Health Partners — Portland, OR
★★★★★
"

"Running a restaurant group means complex payroll and sales tax across multiple locations. Advisory Monks Consulting handles all of it seamlessly and their response time is exceptional — usually same day."

MG
Maria Garcia
Owner, Casa Verde Restaurant Group — Miami, FL
★★★★★
"

"We expanded from Ohio to 4 states and I was terrified about multi-state compliance. Advisory Monks Consulting mapped out our nexus exposure, handled registrations, and set up our reporting. Could not have done it without them."

TW
Tom Williams
MD, Thornfield Logistics — Columbus, OH
★★★★★
"

"I was skeptical about an overseas accounting firm at first. After our first consultation I was convinced — the team's expertise on US tax law is impressive and their communication is better than my previous local CPA."

AT
Aisha Thompson
Founder, Pinnacle Dental Group — Tampa, FL
★★★★★

Ready to get your finances working for you?

Join 500+ US businesses who've streamlined their finances with Advisory Monks Consulting. Start with a free, no-pressure consultation.

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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message CPA
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
CPA Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · AES-256 encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior CPA
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated CPA
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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