Top-rated Tax Advisors | Maximize Your Tax Returns

Specializing in Tax Preparation, Bookkeeping, Payroll, & Tax Planning 

Welcome to Monument Tax & Bookkeeping, LLC

Monument Tax & Bookkeeping, LLC is a reputable business serving Grand Junction, CO, and its surrounding areas. Owned and operated by seasoned professionals Connie Schmitt and Beth Fisher, the company boasts an impressive 60 years of combined experience in the industry. Their expertise lies in a comprehensive range of services, including Individual Tax Preparation, Business Tax Preparation/Bookkeeping & Payroll, and Tax Planning.


What sets Monument Tax & Bookkeeping apart is their commitment to staying ahead of the curve in tax legislation, ensuring their clients benefit from the most up-to-date strategies. Their skilled and accredited team provides personalized customer care, taking the time to understand each client's unique needs and tailoring their solutions accordingly. Clients can rely on Monument Tax & Bookkeeping for their transparent and trustworthy reputation, offering peace of mind that their financial matters are in capable hands.


Whether you're an individual seeking tax assistance or a business in need of bookkeeping and payroll services, Monument Tax & Bookkeeping, LLC is the go-to firm in Grand Junction and nearby areas for exceptional financial solutions.

Why Choose Us?

Proficient in the Latest Tax Legislation

Our tax preparation service stands out as we stay well-versed in the latest tax legislation, ensuring that our clients benefit from accurate and compliant tax solutions tailored to their unique circumstances.

Skilled and Accredited

We take pride in delivering exceptional tax services, providing our clients with the confidence and peace of mind they deserve during tax season.

Personalized Customer Care

We take the time to understand each client's financial situation and aspirations, offering customized advice and support to help them achieve their goals.

Reliable & Transparent Reputation

Our business has earned a reputation for reliability and transparency over the years. Clients trust us because of our commitment to open communication, integrity, and a track record of delivering trustworthy tax solutions.

Monument Tax & Bookkeeping, LLC in Grand Junction, Colorado

Welcome to Monument Tax & Bookkeeping, LLC, where you may get all of your financial needs covered under one roof. We have you covered whether you're an individual looking for hassle-free tax preparation, a business needing tactical tax planning, or need exacting bookkeeping and payroll services. To maximize your financial success, our seasoned specialists traverse the complexity of the tax landscape, unearthing every deduction and credit. We make sure your financial future is in capable hands by taking a forward-thinking strategy and strongly emphasizing empowering our clients. Trust us to take care of your financial needs so you can focus on realizing your dreams and achieving your goals.

Services

Individual Tax Preparation

At Monument Tax & Bookkeeping, LLC, we pride ourselves on making tax preparation easy for individuals. Our dedicated experts navigate the complexities of the tax code with finesse, ensuring you receive the maximum deductions and credits you deserve. Trust us to handle your taxes, so you can focus on what truly matters - living your life to the fullest!

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Business Tax Preparation

At Monument Tax & Bookkeeping, LLC, we go beyond the numbers to empower businesses with strategic tax solutions. Our tailored approach ensures that every tax deduction is explored, leaving no opportunity for your hard-earned money to slip through the cracks. With our expertise, tax season becomes a gateway to optimizing your financial success, allowing you to channel resources into your company's growth and innovation. Let us be your trusted partner in navigating the intricacies of business taxes and unlocking your full potential.

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Bookkeeping & Payroll

Monument Tax & Bookkeeping, LLC is the starting point for efficient money management. We handle the statistics so you can concentrate on what moves your organization forward, from thorough bookkeeping to flawless payroll services. Thanks to our meticulous attention to detail and comprehensive comprehension of financial nuances, you may relax knowing that your company's financial health is in capable hands. Let us serve as your unseen partner, toiling away in the background to see your company grow and soar to new heights.

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Tax Planning

We're glad you're here at Monument Tax & Bookkeeping, LLC, where intelligent tax planning is the key to your financial freedom. Our seasoned professionals conduct extensive research into the constantly shifting tax landscape to develop individualized plans that minimize tax bills and increase savings. We use a forward-thinking strategy so that you can be confident in the stability of your financial future and have the peace of mind to accomplish your goals. Allow us to be your go-to resource as you navigate the complexity of tax law, laying the foundation for a better and more prosperous future.

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Why Choose Us?

Leave the job of handling your business finances with us. We are pros in the industry with over 60 years of experience. What else do you need in a reliable company? Hire us to witness guaranteed services.

Client Testimonials

I've been doing my own taxes with TurboTax for years. This year I had some unusual tax issues and didn't trust TurboTax to get it right so decided to use a professional tax preparer instead. I am so glad I did! Now I can relax and wait for my refund knowing it was done correctly.

Hope M.

5 stars all day! Beth took good care of my wife and I. She was super professional and fast going, in the world we live in time is money and she is worth every single penny! She gave great advice on how my business should be set up and saved me thousands, thank you so much, i will continue to do business with them, thanks again!

Joaquin C.

Perfect score! Beth and her team are amazing. We had our taxes completed by Beth @ Tax Time for several years. She and her small team moved to do their own thing @ Monument Tax. I can't say enough good things! We tried to do our own taxes for several years prior. Beth looked over our returns and noticed a few minor errors in our favor. Refiling our taxes not only paid for Beth's service fees, but we received a check for the balance. Pretty awesome!

Downtown S.

Connie has done my taxes ever since I could start working. I would follow her anywhere. Now her and her excellent team own Monument Tax. They are very professional friendly and affordable. My friends and I are all reaccuring customers. Truly a great team you can trust and they go over EVERYTHING step by step with you. They always double check everything to make sure there isn't an error. I would recommend 10/10. Fast and convenient right down town on 12th.

Alisha B.

I've been doing my own taxes with TurboTax for years. This year I had some unusual tax issues and didn't trust TurboTax to get it right so decided to use a professional tax preparer instead. I am so glad I did! Now I can relax and wait for my refund knowing it was done correctly.

Hope M.

5 stars all day! Beth took good care of my wife and I. She was super professional and fast going, in the world we live in time is money and she is worth every single penny! She gave great advice on how my business should be set up and saved me thousands, thank you so much, i will continue to do business with them, thanks again!

Joaquin C.

We are Enrolled Agents- Federally-Licensed Tax Professionals 

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