Header Mo monica advocate
smiley smiley
Specialty

Expats

adjust text size

Do you need help?  Are you a fellow professional seeking the solution to a client’s problem, confirmation that your advice is sound, or assistance when there’s just not enough time in a day?

You’ve come to the right spot! I am eager to share my experience and expertise with my peers.  Indeed, I’ve published a wealth of information on this website – feel free to browse. Peer2Peer Then, if you can’t find what you’re looking for, you need additional clarification or you have a client-specific situation that you can’t quite solve on your own, I’ll be happy to assist.

My replies are prompt.  My advice is reasoned.  My rates are reasonable.  And I promise not to compete with you for your clients.
splash
Additionally you may register and login to gain access to five personal (private) pages. You may use these pages to transfer, consolidate and re-organize any content that is currently scattered throughout my website in a way that most benefits you as a practitioner. It's really quite remarkable that you can do this without disrupting my website as I have designed it. Give it a try!

  • Research
    • General queries
    • Client-specific case analysis
    • Citations
    • Short answer or lengthy treatise
    • Tax blog & FAQs
    • Cost basis research
    • Annual summary of tax code changes
    • Previewed (screened) web-links
    • Scam alerts

  • Support for the Solo Practitioner
  • Tax Consultancy
  • Fiduciary Services
    • Willing to serve as trustee & executor
    • Marshaling of assets
    • Estate administration

  • Compliance
    • Staff training
    • In-house classes
    • Private tutoring
    • Webinars
    • Ethics seminar

  • Publishing
  • Investment Consulting
    • Portfolio analysis
    • Tax benefit study

  • Forensic Accounting
    • Investigative data analysis
    • Expert witness


Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"I was quite impressed with how well prepared, thorough and informed your advice was. Thank you!"

"Congratulations on successfully, professionally and with honors completing 30 years of independent practice as a tax guru extraordinaire!"

"Thank you for your informative email. I will keep it in my 'drafts' for future reference when I need this info for other clients. Actually, I should start a new file called 'Monica's Library' to hold all your intricate email responses to my many questions."

"You are very good at your profession and always keep challenging the "norms" so you make me much better at my profession. It is truly my honor to work with you and I look forward to future opportunities to do so. Working with professional like you is what makes it all worthwhile."
This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Peer-to-Peer
Consulting

Maybe you've been a student in my class or you've read one of my published texts and now have a follow-up question. Maybe you were surfing the net and stumbled across my website. Or maybe you've been trying to find a solution to a problem. Whatever path you took, however you got here, allow me to help you. As devoted as I am to my clients; I am equally dedicated to help fellow professionals serve their own clientele expertly and confidently.

Generic questions may preliminarily be addressed by e-mail free of charge. Additional information, case-specific consultation and in-depth analyses will be charged on an hourly basis. Fee estimates are available upon request. Click here to purchase an hour or more, as needed.

Hours
Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.
Designed by webBHaven & Associates Valid CSS! Valid XHTML 1.0 Transitional