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Monotelo Advisors Inc

Monotelo Advisors Inc

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with consistent 5-star ratings praising attention to detail, efficiency, and professionalism. Customers appreciate the user-friendly portal, quick turnaround, and knowledgeable advisors who simplify complex tax matters. Many note long-term satisfaction, emphasizing stress-free experiences, personalized guidance, and maximized returns. The team's responsiveness during busy seasons and expertise in various professions are frequently commended. Recurring themes include trustworthiness, clear communication, and seamless digital processes, with multiple reviewers stating they'll continue using the service annually.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers

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

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers

Contact Information

Address

2250 Point Blvd #210

Elgin, Illinois 60123

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

We have Ron Rindone do our taxes every year. He?s always professional and efficient. He?s been doing our taxes for 40 plus years. His exceptional work has consistently ensured our peace of mind, and we?ve never faced an audit.

They understand my unique small business and easily help me understand the financial aspect of my decisions. Very timely responses even during busy tax season. Have used them for years and will continue to do so.

My wife and I have been clients of Monotelo?s for several years. Jim Richter and Michael Baumeister are both excellent advisors, highly knowledgeable, very detail oriented, and quite thoughtful in aligning our life goals and plans with our financial plan and portfolio. They were instrumental in guiding us in our transition from full employment to full retirement. They have invested much time and effort to be sure we are well informed and can make well informed decisions. I/we highly recommend Monotelo.

In filing my taxes everything goes through a customer portal, so I don't even need to leave my house. It is very easy to upload the documents, and communication with the advisor is excellent.

Michael has always been a great help to me. Tax preparation is done quickly and accurately.

We feel very comfortable with Ron. He is very knowledgeable and efficient, he meets all our needs!

Good company. They did a nice job with my tax returns every year. The free 3 year look back is great. They know they're clients professions and know how to maximize return. The online upload is super convenient and easy to use. Only negative is I typically deal with several people about my return each year, I know it's a busy season for them but I felt a little like I was getting passed around. I always recommend them when asked about who does my taxes.

I've worked with Monotelo Advisors for almost 2 years now and they're nothing short of amazing. They always make tax time super easy for both my business and personal taxes. They're very professional and prompt whenever I ask a question or need help with something. Highly recommend!

They have done great work for me and my family during tax season. Whether it's with face to face meetings or on the phone, they always ask the right questions and make sure they do what is best for us! Their turn around time has always been very quick as well. We will continue to use them moving forward!

Taxes have always made me nervous and after becoming a landlord, the stress was amplified. Monotelo Advisors made tax season easy and stress-free. Monotelo Advisors' portal was incredibly user friendly, I could see my parents using it without a problem! Jim Richter walked me through everything and explained my tax return in a way that made sense to someone without an Accounting Degree. I will be using them again next year!

Very satisfied. Makes tax time a breeze. They knew the details for my career as a firefighter for federal and state write offs.

I?ve been a client since 2014 and continue to have confidence that they will help me maximize my tax return.

Great, easy experience. Good communication back and forth, can always get ahold of someone to answer my questions.

Great experience every year! They are always willing to help us through everything!

Very professional, speedy, and thorough. Can't ask for more!!

awesome attention to detail, finds every deduction

They do a great job!

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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