Thomas F. Monaghan, CPA, MST, TEP

Thomas F. Monaghan, CPA, MST, TEP

Tom began his career in public accounting as a staff accountant with Deloitte and later worked as a manager with RSM McGladrey. Tom transitioned to Gelman LLP where he served as a partner for twelve years. Tom joined the management team of Allen, Haight & Monaghan LLP in 1999 as a partner.

Tom’s professional focus is to utilize his many years of experience in the areas of accounting, taxation and consulting to advise middle market entrepreneurial businesses, wealthy families and individuals with high touch personalized service designed to help them move from their current high level of success to an even higher level of significance to their family, friends and community.

Tom does this by developing strategies to increase business and individual net worth through comprehensive and effective income tax planning, structuring a plan of transition for closely held businesses, the owners of the business, and the families of the business owner, and preserving the wealth of families with innovative and sound estate tax and asset protection planning.

When Tom is not serving the needs of his clients, he and his wife Charlene enjoy traveling, dining out, visiting their grandchildren and participating in activities at their church.

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    Industry and Professional Expertise

    • Construction
    • Real Estate
    • Professional services
    • Closely Held Businesses
    • High Net worth Families
    • Transition Planning
    • Estate and Gift Planning
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    Professional Activities & Community Involvement

    • California Society of Certified Public Accountants, Member
    • American Institute of Certified Public Accountants, Member
    • Tax Twenty (national panel of leading tax consultants), Member
    • Society of Trust and Estate Practitioners, Member and Board of Directors, Orange County Chapter
    • Orange County Business Group, Co-Founder