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Taxes • Accounting • Insurance & Pensions

Comprehensive financial services for individuals and businesses. We help with tax preparation, accounting organization, and financial protection planning. Book your appointment today.

Easy booking Schedule online or contact us by phone/email.
Ethical and transparent We guide you step by step so everything is clear and done right.
IRS Help Expert assistance with IRS matters and tax support.
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WHO WE ARE
Solutions for success

At Monarca Financial Services, we stand out for being more than simple financial service providers. We are a committed team of professionals dedicated to forging paths toward your financial success and overall well-being, based on excellence and integrity.

Since our beginnings, we have focused on understanding the unique needs of each client, offering comprehensive solutions in taxes, accounting, life insurance, and pension planning.

We differentiate ourselves through our personalized attention and client-centered approach, accompanying you at every step to achieve your financial goals with transparency, trust, and dedication.

At Monarca Financial Services, we are your trusted partner on the path to financial prosperity.

MEET YOUR TAX PRO
Expert guidance you can trust

Work with a dedicated professional who understands your unique financial situation and provides personalized solutions.

Tax professional

With years of experience in tax preparation, accounting, and financial planning, we bring expertise and personalized attention to every client relationship. Our goal is to help you navigate complex financial matters with confidence and clarity.

Licensed and experienced tax professional
Personalized service tailored to your needs
Clear communication every step of the way
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How it works
A simple and clear process

Three steps to serve you quickly, without confusion.

Book in minutes

Choose date and time • In-person or virtual

Clear checklist

What to bring / what to send • Secure email delivery

We follow up

Questions and next steps

OUR OFFICE
A welcoming space for your financial needs

Visit our comfortable office in the High Desert, designed to make your financial consultations productive and stress-free.

Office interior view
Office workspace
Office consultation area
Office reception area
Our Services
Services that cover your needs

Tax and financial advisory, accounting, and protection for your family. Book an appointment in minutes.

Book Online

Tax Preparation

Individual and business Review and follow-up
Includes:
  • Review of tax documents
  • Preparation of returns
  • Consultation on applicable deductions
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Accounting

1 h Monthly organization
Includes:
  • Organization of financial records
  • Support for tax preparation
  • Review of basic financial statements
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Life Insurance & Pensions

1 h Needs assessment
Includes:
  • Assessment of protection needs
  • Insurance and pension options
  • Advisory on financial planning
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IRS Help & Client Support

Expert assistance Personalized support
Includes:
  • Creating IRS online account
  • IRS / FTB payment help
  • IRS call assistance
  • Transcripts
  • Miscellaneous filings and payments
Ask about your case

Business Compliance & Corporate Taxes

Business services Corporate compliance
Includes:
  • Statement of Information (SOI)
  • Corporate minutes
  • Business tax returns (SMLLC, Partnership, S-Corp, C-Corp, Nonprofit)
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Additional Services
Comprehensive service pricing

Transparent pricing for IRS assistance, corporate services, and business tax preparation.

Client Services / Servicios al Cliente

Create IRS account / Crear una cuenta en línea IRS $50.00
IRS or FTB payments / Enviar pagos al IRS o FTB $45.00
IRS calls / Llamadas al IRS $50.00 x 30 minutes
Additional Services / Trámites o pagos diversos $45.00
Transcripts $25.00 each year

Corporations / Corporaciones

SOI Statement of Information $150.00
Minutes / Minutos $250.00

Corporate Taxes / Impuestos Corporativos

SMLLC $600.00
LLC Partnership Starting $900.00
S-Corp, C-Corp and Nonprofit Starting $1,100.00
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Testimonials
Real stories, real results

What some clients say about their experience with Monarca Financial Services.

Thank you Yesica Montes for your knowledgeable and professional financial experience with Monarca Financial Services. My spouse and I are pleased and feel at ease when dealing with the complexities of the management of our small business as well as our personal wealth management because of your expertise. I highly recommend Yesica, if your are searching for a trustworthy professional that can assist you with the utmost respect, customer service and continued support. Yesica is only a phone call away!

Elizabeth Aguilar

Great service, fast and efficient. She takes her time in explaining so there is not confusion in any process. Would highly recommend 👍

Denisse Yama

I have tried many tax prepare services before, but know that I know monarca tax services. I will stay here with Yesica. For many years i've gone to her she has all the experience that I need. Thank you Yesica. I highly recommend her

Frank Contreras

Being able to count on Monarca Financial Services' advisory when filing my taxes was a great help, now I can enjoy my best refund!

Riley Jones

At Monarca Financial Services they helped me find the best option to get my life insurance, with excellent customer service.

Juana Gutierrez

Having their review of my company's accounting helped me avoid errors when filing my taxes, good work.

Joaquin Barberena
Frequently Asked Questions
Learn more

Quick answers to the most common questions.

What types of financial services does Monarca Financial Services offer?

At Monarca Financial Services we offer a wide range of financial services, including tax advisory, accounting, life insurance, pension planning, investments, and more. We specialize in providing comprehensive solutions tailored to each client's unique needs.

How can I schedule a consultation or meeting with a Monarca Financial Services financial advisor?

You can schedule a consultation or meeting with one of our financial advisors by calling our main office or completing the contact form on our website. We are available to assist you and discuss your financial needs in detail.

Does Monarca Financial Services offer financial advisory services for businesses?

Yes, at Monarca Financial Services we offer financial advisory services for both individuals and businesses. Our experts are trained to help businesses of all sizes in areas such as accounting, financial planning, risk management, tax strategies, and more.

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Contact Us
Let's talk about your case

Fill out the form or contact us directly. We'll respond as soon as possible.

Contact Information
Address 13045 Yakima Rd, Apple Valley, CA 92308, USA

Service Hours

We serve
Mon - Fri: 10:00 am - 5:00 pm
Sat: 10:00 am - 2:00 pm
Sun: Closed

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