Business Details
Trusted Tax and Accounting Services in Morristown, NJ
Phyllis A Mondelli, CPA, has dedicated over two decades to providing comprehensive tax and accounting services to individuals, businesses, and trusts. My practice is built on the foundation of trust and personalized service established by my father, who began his career as an IRS agent in the 1950s. With a focus on simplifying complex financial matters, I prioritize client relationships, ensuring each client receives tailored guidance to minimize stress and maximize savings. My expertise spans tax preparation, IRS audit representation, and strategic financial advice, supported by advanced degrees in accounting and marketing. I serve clients across multiple states, maintaining a strong commitment to the local Morristown community.My approach emphasizes ongoing communication, including routine follow-ups to address post-filing concerns and adapt to evolving tax regulations. Recognized as the 2012 Morristown PATCH Readers Choice winner for Best Place to Get Taxes Done, I combine technical proficiency with compassionate service. Clients benefit from my extensive experience handling estates, fiduciary returns, and business registrations, as well as my proactive identification of deductions they may overlook. My office manager, Karin Lloyd, and I ensure every client interaction reflects our dedication to accessibility, transparency, and excellence in tax solutions.
Services
Tax Preparation
IRS Representation
Audit Strategy
Document Preparation
Business Registration Filings
Fiduciary Returns
State & Federal Returns
Sole Proprietorships
Corporations
Partnerships
Highlights and features
- We offer over 20 years of tax and accounting expertise.
- Our personalized approach ensures tailored financial solutions.
- We provide IRS audit representation and strategic support.
- Comprehensive follow-up services ensure ongoing client support.
- Recognized as Best Place to Get Taxes Done by Morristown PATCH.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Saved us stress and money
Excellent, thorough, pleasant
Trusted professional
Helped during emotional time
Reassuring follow-up
Services
Tax Preparation
We prepare state and federal tax returns for individuals, businesses, and trusts. Our service includes identifying overlooked deductions, ensuring compliance, and simplifying complex filings. Clients receive ongoing support for post-filing inquiries.
IRS Representation
We act as authorized representatives during IRS audits, developing strategic responses and managing documentation. Our goal is to minimize liabilities and resolve disputes efficiently while protecting client interests.
Fiduciary Returns
We handle fiduciary tax returns for estates and trusts, ensuring accurate reporting of income and compliance with evolving regulations. Our approach simplifies executor responsibilities during emotionally challenging times.
Business Registration Filings
We assist with business registration filings, guiding clients through entity selection and compliance requirements. Our service ensures proper documentation for corporations, partnerships, and sole proprietorships.
Document Preparation
We prepare and organize tax-related documents, including responses to IRS notices and follow-up filings. Our meticulous process ensures clarity and completeness for audits or regulatory inquiries.
People
Phyllis A. Mondelli
CPA
Phyllis A Mondelli, CPA, has over 20 years of experience in tax and accounting. A graduate of Franklin & Marshall College and Fairleigh Dickinson University, she combines advanced education with hands-on expertise in IRS audits and fiduciary returns. Recognized as Morristown PATCH's 2012 Readers Choice winner, she prioritizes client relationships and proactive financial guidance.
Karin Lloyd
Office Manager
Karin Lloyd serves as office manager, overseeing client communications and tax filing logistics. With six years of experience, she ensures seamless interactions and administrative support, reinforcing the firm's commitment to personalized service.
Questions
What tax services do you offer?
We prepare individual, business, and fiduciary tax returns, handle IRS audits, and assist with business registrations and document preparation.
Do you represent clients during IRS audits?
Yes, we act as authorized representatives, developing audit strategies and managing documentation to resolve issues efficiently.
How do you support clients after filing taxes?
We provide follow-up services for post-filing notices, deductions, and compliance updates, ensuring ongoing financial clarity.
Are you experienced with estate tax filings?
Yes, we specialize in fiduciary returns for estates and trusts, simplifying complex reporting requirements.
What areas do you serve?
We primarily serve Morristown, New Jersey, with clients across multiple states.
