Applegate Monetary Group helps individuals, small businesses, CPA firms, attorneys, and insurance professionals navigate complex tax questions with confidence. We specialize in authoritative tax research, IRS notice support, multi‑state compliance, and insurance‑related tax issues that require deeper technical expertise.

Get Clear Answers. Make Confident Decisions. Stay Compliant.

Why Choose Us

Hybrid Expertise You Won’t Find Anywhere Else

• Tax Research Specialist

• Licensed Insurance Adjuster

• Licensed Life, Health & Annuities Professional

• Navy‑trained documentation discipline

• Multi‑state compliance capability

Defensible, Audit‑Ready Answers

Every conclusion is backed by authoritative sources — not guesswork.

Built for Professionals

We support CPA firms, attorneys, and agencies who need reliable research without hiring in‑house staff.

Clear Communication

Complex tax issues explained in plain language so you can make confident decisions.