Monheit Frisch Group PLC
12455 W. Bell Road
Surprise, AZ 85378
Hours of OperationReduced Lobby Hours:
Monday - Friday
9:00 AM - 4:00 PM
At this time, we are only meeting clients by appointment only. Please call us to schedule a no-obligation consultation.
At Monheit Frisch Group PLC, we provide the full array of CPA services along with comprehensive wealth planning and management. We are family owned and have been in business since 1971. Please stop in or call for a no-obligation, complimentary appointment.
Our Tax Services Include: Income Tax Planning and Preparation, for Individual, Trust, Estate, Business, Monthly Bank and Broker, Account Reconciliations, Quicken / Quickbooks Design, Implementation, and Support, Bill Payments, Payroll, Estate Services & Settlements, Estate Tax Preparation
Our Wealth Management Services Include: Portfolio Management, Investment Management, Estate Planning, Retirement Planning, Annuities, Stocks, Bonds, Mutual Funds, Life Insurance, 529 Plans, Tax-deferred Investments, 1031 Exchange Solutions, IRAs, Roth IRAs, Rollover IRAs, Disability and Income Protection