Kathy LaMonica | Principal | SALT | Cleveland OH | Rea CPA

Kathy LaMonica

Avalara Certified Professional, Vertex® Certified Professional
Cleveland, OH
Resident of Chagrin Falls, OH
Rea Team Member Since 2018
  • I'm responsible for assisting clients with all aspects of State and Local Tax. Specialized in complicated multi-state corporate sales and use tax compliance, consulting and technology solutions.

Topics or areas of expertise that Kathy can talk about (even in her sleep):

  • Sales and use tax
  • Nexus
  • Audit defense
  • Tax compliance for multi-state businesses
  • Use tax reviews

How we know she knows what she's doing:

  • She holds a bachelor's degree in history from St. Mary's College located in Notre Dame, Indiana
  • She has over 15 years of experience in the accounting industry
  • Kathy earned her Vertex® certification in 2018.
  • Kathy is a certified Avalara Implementation Partner and is trained to implement the sales tax calculation software, Avatax, and exemption certificate management software, Cert Capture.

Vertex Certified Professional | Logo | Ohio CPA Firm

When she's not in the office, you can find her:

  • Spending time with her husband and three children
  • Running
  • Reading
  • Watching college football (Notre Dame and USC) and college basketball (Villanova)

How she's helped clients meet their business needs:

  • A company had 60-100 tax adjustments each month due to sales tax billing errors because of ERP issues and lack of consistency in order entry procedures.  I Worked with IT to lock down certain fields in order entry and implement an automatic fix to correct the tax code. Also, I trained the customer service personnel on what to look for before finalizing order to ensure accuracy.
  • I reduced state sales tax audit liabilities for a client by implementing an exemption certificate program to simplify the capture, organization, and availability of customer exemption certificates required under audit review. Also, the easier access provided a greater visibility of requested certificates which reduced the number of errors found by an audit.

Inside The Mind Of...

  • What does “A Brighter Way” mean to you? To be able to look at a problem from different perspectives, to fully understand the issues and to think outside the box to realize a solution.
  • Why do you choose to work at Rea? Great culture, great people, great opportunities.
  • What’s your favorite aspect of your job? Assisting clients to determine the best processes to enhance the efficiency and accuracy of sales and use tax process.
  • What line of The Rea Way describes you the best? Take your work personally.”

Just For Fun:

  • What profession would you choose if you didn’t go into accounting? Architecture.
  • What was your first job? Lifeguard.
  • What is the best restaurant you’ve ever eaten at? Bayona, New Orleans
I am a professional, hard-working, detailed-oriented and tech savvy sales and use tax guru.