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Monreal & Associates, Inc.

Where your financial success is our priority

Bookkeeping service in San Jose, CA (show on map)

Monreal and Associates, Inc. is a bookkeeping and tax preparation firm in San Jose, CA, dedicated to empowering the Hispanic community with expert financial services including bookkeeping, payroll, and tax preparation.

Call (408) 688-4531
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Monreal & Associates, Inc. website

About

Monreal and Associates, Inc. is a bookkeeping, payroll, and tax preparation firm where financial success is the priority. They are passionate about helping small businesses succeed and offer a broad range of bookkeeping services designed to simplify the financial management process.

Their team of experts works with clients to identify specific needs and create customized plans to streamline financial management. Whether clients require payroll management, billing, invoices, or tax preparation, Monreal and Associates has them covered. The firm serves a diverse range of clients including auto services, construction, cleaning services, day care and beauty, and food and hospitality businesses.

Founded in 2000 with mission to serve Hispanic community
Comprehensive services under one roof (bookkeeping, payroll, tax)
Serves diverse industries including auto, construction, cleaning, day care, food/hospitality
Customized financial management plans
Team of expert bookkeepers and tax professionals

Services

Bookkeeping

Comprehensive bookkeeping services to keep finances organized and up-to-date, including paying invoices, billing, and auditing support. Services include invoicing, bill payment, inventory, expense reporting, budgeting, licenses and permits guidance, and financial reports.

Invoicing Bill payment Bank reconciliations Financial reports Inventory management Budgeting

Payroll

Payroll services covering accurate wage calculations, deductions management, and tax compliance, providing comprehensive payroll services that align with business needs.

Wage calculations Deductions management Tax compliance Paycheck preparation Pay stub generation Federal and state payroll tax returns

Tax Preparation

Expert tax filing and personalized consultation to help navigate tax season with ease, specializing in IRS compliance and deduction optimization for efficient tax returns.

Tax filing Personalized consultation IRS compliance Deduction optimization Hassle-free filing

Audit Support

Expert assistance and support in the event of an audit, including workers compensation audits and IRS audits.

Workers compensation audit support IRS audit support

Business Form Preparation

Preparation and filing of various business forms including business license applications, state sales tax permits, and Form W-9.

Business license application State sales tax permit Form W-9

Yearly Reporting Services

Handling all yearly reporting needs for small businesses.

Yearly reporting

Frequently Asked Questions

What services does Monreal and Associates offer? +

Monreal and Associates offers bookkeeping, payroll, tax preparation, audit support (workers compensation and IRS), business form preparation (business license applications, state sales tax permits, Form W-9), and yearly reporting services.

Who does Monreal and Associates serve? +

Monreal and Associates serves small businesses across various industries including auto services (tire shops, auto glass, mufflers, window tinting), construction (construction firms, home insulation, tile, fireplace), cleaning services (residential and commercial), day care and beauty, and food and hospitality (restaurants, deli).

Where is Monreal and Associates located? +

Monreal and Associates is located at 715 N. First Street, Suite 30, San Jose, CA 95112, serving Manteca and the surrounding cities.

Who is the founder of Monreal and Associates? +

Elizabeth Monreal is the Founder and CEO. Born in Cerritos, San Luis Potosi, Mexico, she began her entrepreneurial journey at a young age and founded Monreal and Associates in 2000 out of a commitment to provide essential support to the Hispanic community.

What is Monreal and Associates' mission? +

Monreal and Associates' mission is to empower the Hispanic community through knowledge, teaching and empowering small businesses with the essential tools and knowledge to confidently navigate their finances and achieve their full potential.

What bookkeeping service options are available? +

Bookkeeping services include daily, weekly, monthly, quarterly, and annual options covering invoicing, bill payment, inventory, expense reporting, budgeting, licenses and permits guidance, and financial reports.

Do you offer Spanish-language services? +

Monreal and Associates appears to serve the Hispanic community and was founded with a mission to empower Spanish-speaking small business owners, though explicit bilingual services are not fully detailed in the text.

What are the office hours? +

Monreal and Associates is open Mon-Fri by appointment only, Saturday by appointment only, and Sunday by appointment only.

Contact Monreal & Associates, Inc.

Monreal & Associates, Inc.
Category
Bookkeeping service
Wheelchair Accessible
Call (408) 688-4531

Opening Hours

Sunday
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Monday
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Tuesday
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Wednesday
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Thursday
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Friday
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Saturday
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Location

Location of Monreal & Associates, Inc., 715 N First St #30, San Jose, CA 95112 · View on Google Maps

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Get in Touch

Ready to work with Monreal & Associates, Inc.?

Reach out today to schedule a consultation.

(408) 688-4531

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