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Meet Monika Klus, EA
Founder of CPA Legacy Group LLC — an IRS-licensed Enrolled Agent with 10+ years of expertise in corporate tax, multi-state compliance, and digital asset taxation.
Founder of CPA Legacy Group LLC — an IRS-licensed Enrolled Agent with 10+ years of expertise in corporate tax, multi-state compliance, and digital asset taxation.
Founder & Senior Tax Advisor, CPA Legacy Group LLC
Monika Klus doesn't just file taxes — she builds tax strategy that institutional clients pay six figures for, delivered to businesses of any size.
Her background includes 10+ years managing corporate tax compliance in high-stakes environments, including 24 entities across two federal consolidated returns spanning all 50 states, Canada, Mexico, and Poland. Her specialties run deep: ASC 740 tax provisions, intercompany eliminations, transfer pricing, and BEAT analysis — the same technical work used by Fortune 500 finance teams. She also advises clients on state and local tax (SALT) consulting, sales tax compliance, and multi-state business registration.
She founded CPA Legacy Group LLC on one belief: that level of strategy shouldn't be reserved for corporations with in-house finance departments. Every client — solo entrepreneur, growing business, or foreign company entering the U.S. market — gets the same rigor and the same proactive planning.
When you reach out, you get Monika. Not an automated reply. Not a junior associate three layers removed from the work. A real response within 24 hours, every time — fluent in English and Polish, with the technical depth of a major firm and the direct attention of someone who built this practice to actually know her clients.
From our founding in September 2020, every year has brought growth in our capabilities, our client base, and our commitment to excellence.
Start Your Journey With UsGetting started is straightforward — and we keep you informed at every step, from first contact through year-round support.
Reach out by phone, email, or form. We discuss your situation and goals — no pressure, no obligation. We'll tell you honestly what services make sense.
A clear engagement letter with transparent pricing. We securely onboard you and assign a dedicated professional to your account.
Our team prepares your deliverables with open communication throughout. You review and approve before anything is filed or finalized.
We file with precision and remain your advisors year-round — for planning, IRS matters, payroll, business decisions, and everything in between.
Everything you need to know about working with CPA Legacy Group LLC before your first consultation.
Reach out by phone, form, or email — a real professional responds within 24 hours, every time. No automated replies. Your financial success is our commitment.