We help our clients deal effectively with life's expected and unexpected transitions such as retirement, sale of a business, divorce, inheritance or loss of a spouse.
We help our clients with their complex planning needs by gaining an understanding of their objectives and providing integrated services to address those needs.
We help a broad range of clients including those that are close to or in retirement and who are looking for an objective, professional sounding board.
Monument Group Tax Advisors, LLC is a Concord, Massachusetts-based income tax preparation and planning firm. We are part of The Monument Group Companies which includes Woodman Eaton, PC (our estate planning firm) and Monument Group Wealth Advisors, LLC. As tax advisors, our sole focus is on the needs and objectives of our individual income tax clients.