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Sean Monohan, EA, USTCP, CFP President and Owner

Background

Sean graduated from the University of Kennesaw  in 1990.  After a brief start in banking, Sean worked in the Chicago office of Arthur Anderson, providing financial & consulting services to various large clients in a wide array of industries, ranging from retail & consumer products to health care & financial services.

After Arthur Anderson, Sean spent 14 years in various corporate financial roles, supporting new business venture development, divestitures & acquisitions, and providing financial leadership to on-going business units.  In addition, Sean has broad international experience due to assignments in Europe, China, Pacific Rim, and Latin America.

Sean went into private practice in 2005, focusing on individuals and small business owners by providing tax advisory services.  In November of 2012, Sean sat for the US Tax Court Exam, which is given every 2 years to CPAs and Enrolled Agents who want to be admitted to the US Tax Court Bar.  In May of 2013, after passing the US Tax Court Exam, Sean was admitted to the US Tax Court Bar and can represent any taxpayer before the US Tax Court. 

Sean has served on a variety of charity and community boards, such as

  • Second VP Of Texas Society of Enrolled Agents and board member since 2011;
  • Board Member of The Tax Alliance Conference providing premier tax related professional education
  • Past President of Plano Area Enrolled Agents and board member since 2008
  • Board Member of City House in Plano from 2009 to 2011
  • Volunteer at Portia Taylor Elementary as a Watch DOG
  • Previously Chairman of Marketing Committee for Team Networking and Member Liason for Lewisville Chapter of Team Networking.

In addition, Sean actively engages in various charity and community events in the Plano/Frisco and surrounding areas. 

Credentials

  • Enrolled Agent (EA)
  • US Tax Court Practitioner (USTCP)
  • National Tax Practitioners Institute Fellow
  • Certified Financial Planner (CFP)