Monterra Halden
No reviews yet · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals, K1 Partnership Income
You can’t fix what you can’t see. Monterra Halden was built for multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who’s in the room all year.
Services
- Accounts Payable/Receivable
- Bookkeeping
- Budgeting & Forecasting
- Business & Entity Formation
- Business Tax Preparation
- Business Valuations
- Cash Flow Management
- Estate Planning
- Financial Advice & Coaching
- Individual Tax Preparation
- Mergers and Acquisitions
- Payroll Services
- Sales Tax
- Tax Planning & Strategy
- Tax Preparation
- Tax Resolution & IRS Representation
Pricing
- Accounting/Bookkeeping — $500–$25,000 monthly
- Fractional CFO — $250–$500/hour
- Payroll — $100–$1,000 monthly
- Tax Strategy & Filing — $1,500–$10,000 annually