Monique's Tax And Books
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San Antonio, TX & Online
About
I’m passionate about providing accurate, affordable tax and bookkeeping services, and I take the time to truly understand each client’s situation. I’ve been preparing taxes for well over a decade, and after completing my formal tax course in 2012, I’ve continued to stay current through ongoing education. I also hold VITA/TCE certifications in Basic, Advanced, and Military.
Whether we meet in person or work remotely, my goal is to make the process clear, stress‑free, and tailored to your needs. I enjoy helping clients understand what affects their tax return, how credits and deductions work, and how to get the most benefit from them. If you want someone who listens, explains things in plain language, and genuinely cares about getting it right, I’m here to help.
Highlights
1 employee
6 years in business
Serves San Antonio, TX
Offers online services
Payment methods
Cash, Venmo, Paypal, Zelle
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
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Frequently asked questions
What is your typical process for working with a new customer?
I start with a brief conversation to understand what you need — whether it’s tax preparation, monthly bookkeeping, or help catching up on backlogged records. Once we clarify your goals, I’ll explain the service options, pricing, and what’s included.
From there, I’ll guide you through the onboarding process step by step. That includes collecting the right documents, setting expectations, and making sure you feel confident about what comes next. I keep things simple, clear, and respectful of your time.
What education and/or training do you have that relates to your work?
I have over 15 years of personal tax experience and 8 years of professional tax preparation for individuals and self‑employed clients. I completed a formal Income Tax Course in 2012 and continue to stay current through ongoing continuing‑education credits each year. I also hold multiple IRS‑recognized VITA/TCE certifications, including Basic, Advanced, and Military.
In addition to tax preparation, I have hands‑on experience in bookkeeping, payroll, accounts payable/receivable, and financial record organization. My background in administrative support and customer service also helps me communicate clearly, stay organized, and make the process easy for my clients.
Do you have a standard pricing system for your services? If so, please share the details here.
Yes. I offer flat‑fee pricing so clients always know what to expect with no surprises. My monthly bookkeeping packages are tiered based on transaction volume, and my tax preparation services are priced according to the type of return and complexity. I also offer catch‑up bookkeeping at a fixed rate per month of cleanup. All pricing is transparent, and I’ll always review the details with you upfront so you know exactly what’s included.
How did you get started in this business?
I started preparing taxes when I was 19, and over the years it became something people naturally came to me for — family, friends, and eventually small business owners. In 2012, I completed a formal tax preparation course, and that’s when I realized this was more than a skill; it was a career I genuinely enjoyed.
From there, I continued building experience in tax prep, bookkeeping, and financial organization. Helping people feel confident and less stressed about their finances is what motivated me to turn this into my own business.
What types of customers have you worked with?
I’ve worked with a wide range of clients, including individuals, families, self‑employed professionals, and small business owners. My experience includes helping people with simple W‑2 returns, gig‑workers and contractors with more complex tax situations, and entrepreneurs who need ongoing bookkeeping or help organizing their financial records. I’m comfortable working with clients who are fully up‑to‑date as well as those who need catch‑up or cleanup support.
Describe a recent event you are fond of.
A recent moment I’m really fond of was helping a client get completely caught up on several months of disorganized records. They came in feeling overwhelmed and unsure where to start, and by the time we finished, everything was sorted, balanced, and ready for tax season. Seeing that relief on someone’s face — that “I can breathe again” moment — is exactly why I love the work I do. It’s a good reminder that something that feels small to me can make a huge difference for someone else.
If you want something more personal, more business‑focused, or more lighthearted, I can rewrite it in a different tone.
What advice would you give a customer looking to hire a pro in your area of expertise?
When you’re choosing a tax or bookkeeping professional, look for someone who communicates clearly, explains their process, and is upfront about pricing. Make sure they take the time to understand your situation instead of giving one‑size‑fits‑all answers. It’s also important to choose someone who stays current with tax laws and can break things down in a way that makes sense. Most of all, work with someone you feel comfortable with — finances are personal, and you should feel confident that your information is handled with accuracy, care, and respect.
What questions should customers think through before talking to pros about their needs?
Before reaching out, it helps to think about what you need support with and what your goals are. For tax preparation, consider whether your situation is simple or more complex, and gather any documents you already have. For bookkeeping, think about how far behind you are, how your records are currently organized, and what level of ongoing support you want. It’s also helpful to know your preferred communication style and whether you want someone who can explain things step‑by‑step or handle everything quietly in the background. The clearer you are about your needs, the easier it is for a pro to guide you in the right direction.
Services offered
Individual Tax Preparation
Accounting
Web Design