Neo Moneri

My experience with Neo was very different, very comfortable, I didn’t feel like he was telling me anything I wanted to hear just to make money off of me. He spoke to me several times about my tax situation and charged me nothing. Yes I said he charged me nothing! He gave me very good advice and suggestions. I felt I could trust him and he would not take advantage of me. He assured me if I needed anything else he would be there for me. If you are looking for a Tax attorney or CPA look no further. Ladies he is trustworthy, honest and kind!

Exceptional Tax Attorney – A True Advocate for Justice

If you need a tax attorney who is not only exceptionally thorough but also fearless in taking on challenging cases, look no further than Neo Moneri. My case seemed impossible—falling outside the standard statute of limitations—yet Mr. Moneri saw the truth in my situation and refused to let the odds dictate the outcome.

With an unwavering commitment to justice, Mr. Moneri meticulously examined every detail, leaving no stone unturned. He leveraged IRS Section 6015(f) for innocent spouse relief, crafting a compelling, evidence-backed narrative that proved the reality of my case. His ability to take complex financial and legal details and transform them into a winning argument was nothing short of masterful.

What truly sets Neo Moneri apart is his dedication. He believed in me when others may have walked away, and he fought tirelessly on my behalf. Thanks to his expertise, strategy, and determination, we won. I cannot recommend Mr. Moneri highly enough—he is the advocate you want in your corner when the stakes are high and the odds are daunting.

I was being audited by my home state, and I learned so much from Neo during our initial consultation. He really helped me understand the reasons for my audit and how I should move forward to best avoid another difficult ordeal like that in the future.
Neo was very knowledgeable, very kind, and very approachable. He really took the time to explain how I should best formalize my new business venture, and I would highly recommend Neo if you ever find yourself in any tax trouble.

Neo is a fantastic tax researcher. I’m in the renewable energy space, and the tax rules within that arena necessarily cover decades of tax planning. Neo is unique in that he will walk with you through your circumstances, dive into the legal rules, present strategies, and supplement all of his recommendations with direct sources. Too often, more “established” tax attorneys just want to give you their “expert opinion,” state it as fact, charge a ridiculous hourly rate for it, and then leave you with no real assurances. This may work if there is a legal consensus around an issue, but that’s not the case in the renewable energy space. So, when Neo does his research, he makes sure to cite the language of court cases, statutes, regulations, and expert commentary. It’s a pretty penny to pay for the right legal analysis, but Neo charges a lot less per hour than the other attorneys who just want you to “to take their word for it.”

Neo is patient, knowledgeable, and thorough. His legal research and preparedness to represent me in front of authorities is unmatched. It was evident throughout the process that he handled my case with care and attention. His bespoke recommendations saved me a lot of time, money, and stress.

My consultation was insightful. Kamo was very knowledgeable, direct and understanding about my situation. I look forward to working with him further.

I've been an ex-pat for about 20 years now. My only tie to the US was a house I co-own in Delaware with my mother, and it turns out that the IRS had been throwing liens on that old house that accumulated to over $700,000! I found out that my accountant hadn't been preparing tax returns that he said he had been filing. Neo handled the case very well. He was able to help me find another CPA who could file all my back taxes, and, when that was done, he helped me file for an Offer In Compromise when all was said and done. I have trusts that are designed to shield some of my property, so Neo's legal expertise was crucial in making the legal arguments that the IRS was not able to touch my international assets. Neo's research and writing really gets into the nitty gritty, and I really don't think my offer would have been accepted if Neo wasn't my attorney.

The process was very fast as well as efficient. The resolution started with establishing contact the IRS, while placing a temporary hold on any and all collection activities. Neo consistently stayed in touch with me throughout the entire process.

I fell behind bad on my taxes and was considering bankruptcy because the IRS had put a lien on two properties that I own. I called Neo, who helped me come up with a plan to avoid having to file that bankruptcy petition. He called my bankruptcy attorney so that the two of them were on the same page. Neo managed to have the lien removed from one of the properties and attach to only one of them. That way, I could use the equity from the newly unencumbered property to access more capital and keep me afloat.

I reached out to Neo online and he literally contacted me within 5 minutes. He had a 30 minute conversation with me and my fiancee, and for the first time in a while, I felt like someone actually gave a damn about my situation. Everybody else just tries to pressure you to pay them thousands of dollars or threaten that the IRS is going to come after you. Neo spoke to me with a level head and cautioned me against those fear tactics without me even having to bring that up. He explained to me all the options I had, and I never felt rushed with him.Thanks again Neo I appreciate everything.