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Mona Payment Solutions

Mona Payment Solutions

Reviews Summary

Customers consistently praise the exceptional customer service, with many highlighting quick issue resolution, personalized support, and knowledgeable staff. The team is described as responsive, helpful, and proactive in addressing concerns. Many reviewers appreciate the hassle-free experience, competitive rates, and ongoing assistance with compliance and technical issues. The overall sentiment is highly positive, with frequent mentions of reliability, efficiency, and a friendly approach. Some note the company's long-term reliability and willingness to go above and beyond. A few mention specific features like user-friendly interfaces and annual reviews. The consensus is overwhelmingly favorable, with near-perfect ratings.

About This Listing

Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience

Contact Information

Address

1325 E Thousand Oaks Blvd

Thousand Oaks, California 91362

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 5:30AM-4PM
Tuesday 5:30AM-4PM
Wednesday 5:30AM-4PM
Thursday 5:30AM-4PM
Friday 5:30AM-4PM
Saturday Closed

Customer Reviews

Thank you Sadie for helping me stay Compliant. It's the one thing about credit card processing I despise, but you made it easy! The whole team at Mona has always been very helpful!

We recently had the pleasure of partnering with MONA Payment Solutions, and I must say that my experience has been nothing short of exceptional. As a business owner constantly seeking efficiency and reliability in payment processing, I was thoroughly impressed by the comprehensive suite of merchant services offered by this forward-thinking company. Their user-friendly interfaces and advanced functionalities make transactions swift, secure, and hassle-free. Customer service is also a cornerstone of MONA's et

I've been a client of Mona's for a few years now and have had excellent customer service. Their credit card processing service has been hassle free and my business continues to thrive. I have had zero issues with the new surcharge plan and I highly recommend their service.

I had the BEST experience possible recently with the team. Meagan High was phenomenal. She was patient, supportive and got was able to assist me in less time than she stated it might take. She was even able to help me on a subsequent call by pulling in a really nice guy (can't remember his name). Again, I really appreciated the great customer service and experience!

As a small business owner it can be tough to navigate the rules, regulations, compliance of the merchant systems. Our account manager Sadi Byrd is so helpful in taking the time to explain and walk me through any process.

Incredible customer service! Shelby and Meagan have been so pleasant to communicate with and they are extremely helpful! They pay attention to your concerns and they are on top of reaching out to you and making sure you understand the process. :)

Shelby and the staff at Mona Services have made this part of our business so hassle free. They have all given excellent customer service, returning phone calls, answering questions and helping us set up our credit card system. Thank you

We switched to MONA Solutions some time ago and have had exceptional, personalized service since. I can't honestly say this for the previous processor. Cristina and Shelby are always available to us via phone or email and I will continue to recommend their services to our business associates. Great job, ladies! Russ Pierce Kolberg Ocular Products

Every time I have an issue I call Meagan, she is polite, courteous and always willing to help with any and all issues that may arise. With every call the issues are promptly resolved. Thank you Meagan

Mona Payment Solutions has always provided "top drawer" service for my company. Christina and her team are always available to answer questions or solve a problem. No need to wait on hold for a rep at the "Ivory Tower". Also, no other payment processing company offers an annual review to make sure everything is on track and running smoothly. Michael Stevenson, Import Automotive

This team is undeniably the best. I would, without a doubt, recommend doing business with them. ALWAYS helpful and nice...which you can't say about other credit card processors.

Mona is proactive in helping us manage payments at our facility. They assist in recommendations and payment solutions.

Amazing team, always just a phone call away and ready to solve any issues. Most processing providers are horrible in my experience. If you need some one reliable contact this company!

Sadie Byrd was great! Helped walk us through what needed to be completed quickly and knowledgably!

Megan was amazing, she went far and beyond. Helping our issue's If anyone ever needs help from Mona payment Solutions Ask for Megan, She's very helpful

I emailed with an issue and Meagan called promptly and solved it quickly. Then proceeded to show me, how to view and fix transactions on the IBX side. THANK YOU!!

We have used Mona Solutions for nearly 10 years. They have excellent rates, but more importantly, EXCELLENT CUSTOMER SERVICE.

Meagan High is Awesome! Always willing to go the extra mile to help! And she does that with a smile!

We were experiencing some issues with online payments and Meagan immediately helped and facilitated to resolve the problem.

Meagan High is very helpful and always quick to solve any issues we have!

We highly recommend the Mona Team, Meagan has given us the best service :)

Meagan High is always a great help and responds right away to any request/questions I have.

Great Client Services with Outstanding Customer Support!

great service one email and ten minutes later problem solved thank you meagan for great service

As always great and speedy service. great personality!

Very helpful when resolving my problem

Easy and a pleasure to work with.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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