Monica Mendez

Monica Mendez

Languages Spoken: English, Spanish
Zebulon, North Carolina
EA at J & M Professional Tax Service Inc

About Monica Mendez

Monica Mendez: Enrolled Agent, Certified Acceptance Agent, and Real Estate Agent

Monica Mendez is a highly skilled Enrolled Agent, Certified Acceptance Agent, and Real Estate Agent based in Zebulon, NC. With nearly two decades of experience, Monica has been dedicated to preparing income taxes since 2005, specializing in assisting small businesses, particularly those structured as S-corporations and partnerships with fewer than ten W-2 employees.

Since 2012, Monica has expanded her expertise to include real estate, helping clients buy and sell properties. This dual expertise allows her to provide comprehensive advice to clients interested in investing and legally reducing their tax burdens. Her holistic approach ensures that clients receive valuable guidance tailored to their unique financial and investment needs.

Monica's passion for helping clients extends beyond mere tax preparation. Her professional goal is to work with individuals facing tax challenges, helping them to recognize their current situation, seek effective solutions, and build a brighter financial future. She believes in the power of education and hard work, principles that her growing community in Zebulon, NC has reinforced.

Outside of her professional life, Monica is committed to a healthy and active lifestyle. She enjoys walking and lifting weights, and is always striving to improve her nutrition and overall well-being.

Monica Mendez is dedicated to empowering her clients with the knowledge and tools they need to overcome tax problems and achieve their financial goals. With a strong belief in the power of dreams and diligent work, she continues to make a positive impact on her community and beyond.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • North Carolina Department of Revenue
  • South Carolina Department of Revenue
  • Virginia Department of Taxation

Reviews

0.0

Customer Rating

0 Reviews

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Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Passport Issues
  • Cryptocurrency Issue
  • Tax-Related Identity Theft
  • Foreign Informational Penalties
  • FIRPTA
  • Tax Preparer Penalties
  • Tax Refund
  • Tax Return Mistake

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Lien
  • Tax Penalties
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Business Tax Preparation
  • Audit Representation
  • CSED Analysis
  • IRS Transcript Analysis
  • Tax Consultation Service

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Offer In Compromise
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Business Tax Preparation
  • Audit Defense & Support
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Offer In Compromise
  • Business Tax Preparation
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Claim
  • Audit Defense & Support

  • Payment Plan
  • Penalty Abatement
  • Offer in Compromise
  • Individual Tax Preparation
  • Amend Tax Returns
  • Business Tax Preparation
  • Innocent Spouse Relief

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax State Sales & Use Tax FIRPTA

Taxpayer Types Serviced

Sole Proprietor Individuals Limited Liability Companies S-Corporations Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 1/5/2022 Active

Related Work Experience

Job Title Company Location Work Duration
Tax Preparation J & M Professional Tax Service Inc Zebulon, North Carolina Jan 2005 - Present

Education

Not Provided

Associations & Memberships

Associations or Memberships Position Duration
Realtors Association Realtor 2012 - Present
North Carolina Real Estate Agent Real Estate Agent 2012 - Present

Contact Information

Address

1830 Zebulon Rd
Zebulon, North Carolina 27597

In Office Visits

No

Pricing & Payments

Virtual Consultation Small fee Investigation Hourly Billing Small Upfront Fees Small Upfront Retainer Contact Me for Details
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Venmo Method Venmo
Money Order Method Money Order
Cash Method Cash
Zelle Method Zelle

Videos & Photos

Monica Mendez photo 1 Photo
Monica Mendez photo 2 Photo
Monica Mendez photo 3 Photo
Monica Mendez 3 youtube video 1
Video - Youtube
Monica Mendez 3 youtube video 2
Video - Youtube

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