About Kelly Monahan
I have over 30 years of tax experience assisting individual and corporate taxpayers with tax preparation; tax planning; and tax resolution issues.
The IRS is the most aggressive animal on the planet and I am passionate about fighting for my clients rights in helping to resolve their tax issues so they can move on with their lives. I am active in many groups and attend many continuing education seminars in order to stay on top of the ever changing tax laws so that I can continue to be an advocate for my clients.
I am a lifelong resident of Delaware County, PA and have a husband; three children and a Shi-Pom named Charlie. My favorite place is the beach but I also enjoy the Poconos mountains and various outdoor activities. Once I retire, I hope to travel more extensively.
In my spare time, I run Kelly's Crystals, a virtual storefront on several online marketplaces; play the bass guitar and mandolin; cook; and I am an avid reader and Philadelphia Eagles fan. I love music and attending concerts. In addition, I am a life long learner and always looking to experience new things.
The IRS is the most aggressive animal on the planet and I am passionate about fighting for my clients rights in helping to resolve their tax issues so they can move on with their lives. I am active in many groups and attend many continuing education seminars in order to stay on top of the ever changing tax laws so that I can continue to be an advocate for my clients.
I am a lifelong resident of Delaware County, PA and have a husband; three children and a Shi-Pom named Charlie. My favorite place is the beach but I also enjoy the Poconos mountains and various outdoor activities. Once I retire, I hope to travel more extensively.
In my spare time, I run Kelly's Crystals, a virtual storefront on several online marketplaces; play the bass guitar and mandolin; cook; and I am an avid reader and Philadelphia Eagles fan. I love music and attending concerts. In addition, I am a life long learner and always looking to experience new things.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Pennsylvania Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Wage Garnishment
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Cryptocurrency Issue
- Spousal Tax Issue
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- Other Tax Preparation
- CSED Analysis
- IRS Transcript Analysis
- Payment Plan (Defered Payment)
- Penalty Abatement
- Tax Forgiveness
- Business Tax Preparation
- Amend Tax Returns
- Inheritance Tax Preparation
- Tax Amnesty
- Offer in Compromise
- Innocent Spouse Relief
- Injured Spouse Claim
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
2/5/2016
Active
Designation & Other Licences
License Type
Certified Tax Resolution Specialist (CTRS)
Feb 2021
Active
NTPI Fellow (National Tax Practice Institute)
Jul 2021
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| CEO | Premier Tax Defense LLC | Drexel Hill, Pennsylvania | Aug 2020 - Present |
| CEO | Monahan Tax & Accounting Inc | Drexel Hill, Pennsylvania | Sep 2017 - Present |
| Sr Tax Accountant | Delaney Roe & Company CPAs | Upper Darby, Pennsylvania | Jan 2008 - Jan 2018 |
| Asst. Tax Manager/ Controller/ Sr Tax Consultant/ Tax Accountant | Various | Philadelphia, Pennsylvania | Sep 1987 - Dec 2007 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Drexel University | Bachelor's Degree | 1994 |
| Keller Graduate School of Management | MBA | 2009 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| American Society of Tax Problem Solvers (ASTPS) | Member | 2019 - Present |
| National Association of Enrolled Agents (NAEA) | Member | 2018 - Present |
| PA Society of Enrolled Agents (PSEA) | Member | 2018 - Present |
Contact Information
Address
5201 Bella Vista Road Suite 5
Drexel Hill, Pennsylvania 19026
Drexel Hill, Pennsylvania 19026
In Office Visits
No
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Contact Me for Details
Videos & Photos
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