Kelly Monahan

Kelly Monahan

Languages Spoken: English
Drexel Hill, Pennsylvania
EA at Premier Tax Defense LLC

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.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Pennsylvania Department of Revenue

Reviews

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Customer Rating

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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

Compliant Icon

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

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Contact Me for Details
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Venmo Method Venmo
Check Method Check
Cash Method Cash

Videos & Photos

Kelly Monahan photo 1 Photo
Kelly Monahan photo 2 Photo
Kelly Monahan photo 3 Photo
Kelly Monahan photo 4 Photo
Kelly Monahan 4 youtube video 1
Video - Youtube

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