Marion S. Momaly, CPA, MST
Marion S. Momaly, CPA, MST
  • Home
  • About Us
  • Useful Info
  • FAQ
  • Contact Us
  • More
    • Home
    • About Us
    • Useful Info
    • FAQ
    • Contact Us

  • Home
  • About Us
  • Useful Info
  • FAQ
  • Contact Us

Serving Our Community

Compliance

Compliance

Compliance

  • Taxes: Individual, Business, and Corporate
  • Trusts, Estates, and Partnerships
  • Income Tax, Sales Tax, and Multi-State 
  • Compliance and Management Advisory Services

Management

Compliance

Compliance

  • Bookkeeping: manage daily transactions
  • Payroll: Management of payroll and taxes
  • Planning: Budgeting, Projections, What-If scenarios

Advisory

Compliance

Advisory

  • Reporting: Help owners and managers make informed decisions
  • Mergers & Acquisitions: Financial planning for mergers and acquisitions


Background

  

From my positions with local, regional and national public accounting firms; and now with my own firm, I have over 20 years of experience serving tax clients. Most of my focus has been on small to medium-sized businesses and their owners. I have a wide range of industry experience from manufacturing to service businesses, and I am familiar with their compliance and potential tax-saving issues.

I graduated from Rockford University in 1994 with a Bachelor of Science degree in Accounting. I later on went on to obtain a Master of Science in Taxation degree from Northern Illinois University in 2009.

Prior to receiving my degrees, I worked in accounting and customer service – 4 years with a local trucking company and 6 years with a local manufacturer. This additional experience has given me valuable insight regarding daily operations and the view from the business perspective.

I care deeply about my clients, and I measure my success by their financial wellbeing. I also care about our community, and I try to pay it forward by volunteering my time and talents for several local nonprofit organizations.

Social

Copyright © 2024 Marion S Momaly CPA, MST - Income Tax Preparation & Planning - All Rights Reserved.

Powered by GoDaddy Website Builder

  • About Us

Now Accepting 2023 Tax Returns!

We now offer video conference appointments!