Monument Financial Services

Micheal Neibert 

on Google

2 weeks ago

I called and asked if I would get penalized for not having health insurance. The woman refused to answer because I was not a current client! If you can't answer a question without money, you don't need to do my taxes when it is time. 

K N 

on Google

8 months ago

They represent a customer of mine. There had been some changes in how 1099s were handled between business establishments and, for example, remodeling companies such as mine. Mandy didn't just ask for the information, she took the time to explain the changes to me. Very kind, thank you. : ) 

Amanda Bergeron 

on Google

8 months ago

We couldn’t be more impressed with the exceptional service provided by the team at Monument Financial. Their communication is outstanding—they are always prompt in responding to our questions and explaining everything in a clear and easy-to-understand way. The thoroughness and attention to detail they bring to every step of the process have given us complete confidence in their work. Mandy consistently goes above and beyond, ensuring that everything is accurate and completed on time. Their professionalism and excellence make... read more

Alaina Nunn 

on Google

2 years ago

I've had a good experience with this place in the past, but this year was terrible. I have always worked with Mandy, as have some of my family members, but this year she stopped communicating with me basically the day my taxes were due. I was told she was filing for an extension and then never heard from her again. A month has gone by and still nothing. I called the office several times only to be told by a receptionist that Mandy wasn't there and she'd get back to me; but she never did. Now my taxes are not only a month lat... read more

Alecia Butler 

on Google

5 years ago

Mandy does a great job! We have a small business as well as our regualr income and I feel confident that she is getting us the maximum refund! This was our 3rd year and we will be back again next year.