CFS Chartered Financial Strategies LLC · Enrolled Agent · Plano, TX
Plano / Frisco · Enrolled Agent

IRS Letter on Your Desk?
Put a Court-Admitted Advocate Between You & the IRS.

IRS representation, tax prep & books — led by Sean Monohan, EA, USTCP, CFP.

Audits · liens · levies · payroll tax

EA
IRS Enrolled Agent
USTCP
US Tax Court Bar
CFP®
Financial Planning
2005
Private Practice Since
Credentials you can verify • Enrolled Agent (IRS) • US Tax Court Practitioner • CFP® Professional • NTPI Fellow

Meet Your Advocate

Sean Monohan, EA, USTCP, CFP President & Owner — Not a Call Center.

Sean Monohan, EA, USTCP, CFP — President & Owner
EA · USTCP · CFP
Federally Authorized · Court Admitted

After Arthur Andersen and fourteen years in corporate finance — including international assignments — Sean entered private practice in 2005 to focus on individuals and small business owners. In 2013 he was admitted to the US Tax Court Bar.

  • You stay out of the room
    We obtain documentation and meet IRS auditors at our office — you do not interact with IRS personnel.
  • Rights-aware representation
    Deadlines, documentation standards, and negotiation options explained in plain English.
  • Full-service when you need quiet years
    Returns, books, payroll, and controller support so problems are prevented — not only fought.
  • Community-rooted credentials
    Leadership with Texas Society of Enrolled Agents, Plano Area EAs, and Tax Alliance Conference education.

Services

IRS Firepower. Everyday Tax Clarity.

From audit letters to clean monthly books — one credentialed practice that can both prevent problems and resolve them.

IRS Representation

Audit Defense — Off the Hot Seat

IRS letters steal time and focus. As an EA and US Tax Court Practitioner, Sean meets the auditor at our office — from notice to resolution.

  • ✓ Full audit representation (you stay out)
  • ✓ Appeals, mediation & dispute options
  • ✓ Record reconstruction when docs are thin
  • ✓ USTCP authority for Tax Court matters
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Tax Resolution

Liens, Levies & Back Taxes

Collections pressure does not wait. We pursue IRS and state paths — payment plans, OICs, lien/levy relief, and non-filed returns — with discretion.

  • ✓ Federal tax liens & levy response
  • ✓ Wage garnishments & bank levies
  • ✓ Payroll tax problem representation
  • ✓ Offers in compromise & installments
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Tax Preparation

Individual & Business Returns

1040s, corporate, partnership, and informational returns by a practitioner who knows how filings create — or prevent — IRS contact later.

  • ✓ Individual Form 1040 & schedules
  • ✓ Corporate, partnership & business returns
  • ✓ E-file with planning discussion
  • ✓ Year-ahead opportunity worksheets
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Bookkeeping

Books You Can Run a Business On

Nightmare books become clean monthly financials — so you manage costs, cash, and growth instead of guessing at year-end.

  • ✓ Ongoing bookkeeping & reconciliations
  • ✓ Clean chart of accounts
  • ✓ Actionable monthly reporting
  • ✓ Tax-ready year-end packages
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Payroll

Payroll That Stays Compliant

Payroll sized for your team so you stay focused on the business — while filings and deposits stay on schedule.

  • ✓ Processing that fits your team
  • ✓ Payroll tax filings & deposits
  • ✓ Year-end W-2 / 1099 support
  • ✓ Synced with books & returns
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Controller / CFO

Outsourced Controller & CFO

Look forward — not only backward. Systems, monthly performance reporting, lender support, and multi-tax filings as you grow.

  • ✓ Current accounting systems
  • ✓ Monthly performance & next steps
  • ✓ Sales, property, federal & state filings
  • ✓ Lender & co-owner communication
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Who We Serve · How It Works

Built for Owners, Families & Anyone Facing the IRS

Small businesses, individuals, trusts, and nonprofits — with a specialty path for tax problem resolution.

IRS Notice Recipients

Audits, liens, levies, garnishments, payroll tax notices — discrete representation from day one.

Small Business Owners

Books, payroll, returns, and controller support so growth does not create April surprises.

Individuals & Families

Accurate 1040s, planning conversations, and a practitioner who answers when stakes rise.

  1. 01

    Call or Book

    Tell us what arrived in the mail — or what you need for the year ahead. No jargon wall. No pressure.

  2. 02

    Strategy & Scope

    We map representation, filings, or controller work around your deadlines, documentation, and risk.

  3. 03

    Resolve & Stay Ahead

    We handle IRS contact when needed — and keep books and returns tight so the next letter never comes.

The CFS Difference

Why Plano & Frisco Clients Choose Chartered Financial Strategies

Credential depth without the national mill. Local access without the seasonal desk.

01

Federally Authorized Enrolled Agent

Unlimited practice rights before the IRS — not a seasonal temp desk. Your representation is led by Sean Monohan, EA.

02

US Tax Court Practitioner (USTCP)

Admitted to the US Tax Court Bar after the 2012 exam. When disputes escalate beyond exam level, you already have the right advocate.

03

CFP® + Tax Strategy in One Practice

Tax decisions are wealth decisions. CFP credentialing pairs with EA depth so planning and compliance stay aligned.

04

Plano / Frisco Principal Access

You work with the owner — Arthur Andersen and corporate-finance background applied to small businesses, individuals, trusts, and nonprofits.

“Handling an IRS audit yourself is usually being penny wise and pound foolish.” We take the meetings. You keep your focus.

— Positioning adapted from live CFS representation guidance (not a client review)

Enrolled Agent US Tax Court Practitioner CFP® Plano, TX

FAQ

Questions Plano & Frisco Clients Ask First

Straight answers — no invented guarantees.

What should I do if I just received an IRS audit letter? +
Do not ignore deadlines, and do not walk into the first IRS interview alone. Call Chartered Financial Strategies at (214) 308-9050. As Enrolled Agents we can take over communication, gather documentation, and meet the auditor at our Plano office so you are not on the hot seat.
What does a US Tax Court Practitioner (USTCP) mean for my case? +
Sean Monohan passed the US Tax Court Exam and was admitted to the US Tax Court Bar in 2013. That means representation authority extends into Tax Court matters — beyond routine exam and collections work — when your situation requires it.
Do you only handle IRS problems, or also regular tax returns and books? +
Both. We prepare individual and business returns, provide bookkeeping and payroll, and offer outsourced controller/CFO support — with a deep specialty in IRS representation and tax resolution for Plano and Frisco clients.
Can you help with payroll tax problems? +
Yes. Payroll tax issues are treated seriously by the IRS because employers are trusted collectors. We represent business owners in these disputes and advise against meeting the IRS alone on the initial interview.
Where is your office and how do I get started? +
We are at 4686 McDermott Road, Suite 206, Plano, TX 75024. Call (214) 308-9050 or book a consultation online. Existing clients can use the SecureFilePro portal linked in the footer — prospects should call or book, not log into the portal.
Do you serve Frisco and the surrounding DFW area? +
Yes. Our titles and community work center on Plano and Frisco, and we serve individuals and small businesses across the surrounding North Texas communities.

Get In Touch

Ready for an Enrolled Agent Who Answers?

Call now for IRS notices, tax prep, bookkeeping, or payroll. Book a consult online if you prefer to schedule — we will follow up promptly.

Plano Office
4686 McDermott Road, Suite 206
Plano, TX 75024
Phone
(214) 308-9050
Fax (866) 670-5212

Book a Consultation

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Online scheduling will be wired at onboarding. For this preview, call now or send a short booking request — we prioritize IRS notice deadlines.

Send a Short Message

Prefer not to call yet? Leave details — we’ll respond. For urgent IRS deadlines, call (214) 308-9050.

Or call directly: (214) 308-9050