Home2018-09-26T13:45:43+00:00

It All Starts With A Proactive Tax Planning Team

The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved.

It’s that simple. 

Tax Professionals

There’s Been A Dramatic Shift

As the AICPA put it, CPAs are now expected to be their clients’ “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”

“I love what you guys are doing. Keep up the great work!”

–Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future

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“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”

–Salim Omar, Author of The Ultimate CPA Practice in the New Economy

72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”

In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it. 

The CPA Team Based Model is designed to help accountants:

  • Reduce the risk of losing clients by being more proactive
  • Expand the “brain-trust” by working with some of the country’s best specialists
  • Reduce the risks that come from referring clients to third parties
  • Increase organic growth by giving clients a story worth sharing with family and friends
  • Provide more value through advanced financial planning

Business Owners

Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.

Want to see what real tax planning can do for you?

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Are you confident you’re taking advantage of every tax break you deserve?

Tax preparation and doing the company’s financials (compliance work) is not a substitute for tax planning.

Introducing Marilyn Prevoir

Marilyn J. Prevoir, RICP®
Managing Member, Monamie Business & Tax Consultants
Team Based Model Consultant

Marilyn is the Managing Member of Monamie Business & Tax Consultants.   With over twenty years of experience in Banking and Financial Services, Marilyn helps accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify opportunities, and providing them with a team of the country’s top specialists to help along the way.  Ultimately, this allows the best solutions to be accomplished in the most efficient and risk-free system available.

As a Team Based Model Consultant, Marilyn works with highly skilled CPA’s and tax professionals to provide advanced business and tax planning strategies to business owners, high income taxpayers and high net worth clients.  The Team Based Model brings together some of the most forward-thinking professionals in the industry to help tax practitioners and financial advisors offer more proactive and comprehensive services to their clients.  Professionals in the model are specialists in their respective sections of the tax code, providing advanced tax planning and tax reduction strategies to tax practitioners and business owners across the country.

Marilyn holds the Retirement Income Certified Professional®, (RICP) designation from the American College of Financial Services. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. 

Marilyn is a graduate of the College for Financial Planning, Denver, CO and has completed the CFP® Certification Professional Education Program.  She is a Florida Licensed Life, Health and Annuity Agent, a Licensed Investment Advisor Representative and a NMLS Licensed Mortgage Loan Originator.

Prior to relocating to Florida, Marilyn spent eleven years at Fidelity Bank in Central Massachusetts where she was Assistant Vice President of Residential Lending and then promoted to Vice President, Client Relationship Manager in Insurance, Annuity and Investment Services.

Marilyn was born and raised in Fitchburg, Massachusetts. Her family began migrating to Florida in 2001 and within a few years she was the only one left in Massachusetts. 

Soon visiting over the holidays was not enough.  She was missing important family moments and especially watching her nieces grow up.  When the financial world began to change, she decided there was no better time to make the move and followed her family to Florida in 2009.

Planning Team

From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of the team.

Technical Specialists:

  •  Advanced Income Tax Mitigation

  •  Tax Credits

  •  Cost Remediation

  •  Cost Segregation

  •  Capital Gains Reduction / Deferral Strategies

  •  Captive Insurance Companies

  •  Business Valuation

  •  Buy-Sell Agreements and Funding

  •  Business Financing

  •  Premium Financing

  •  Business Exit /Succession Planning

  •  Asset Protection

  •  Qualified & Nonqualified Retirement Plans

  •  Employee Stock Ownership Plans (ESOP)

  •  Long Term Care & Life Insurance

  •  Financial, Estate, Retirement & Social Security Planning

Business Building Thought Leaders:

  •  Value Based Billing and Price Packaging

  •  Proactive Planning

  •  Digital Marketing and Virtual Offices

  •  Maximize Joint Venture Partnerships

Contact Us

OUR ADDRESS

Monamie Business & Tax Consultants
5237 Summerlin Commons Blvd | Fort Myers, FL 33907
239-574-0073  |  Marilyn@MonamieTax.com

To request your strategy session, or for general inquiries, please fill in the following contact form: