Montanez Tax Service Service List
Accountant
Save time, stress, and money with Montanez Tax Service. As certified accountants, we develop tailored solutions to help you maximize your tax returns, manage your payroll, and achieve your financial goals. Whether you need help preparing your taxes, starting a business, or handling investments, we have you covered.
Learn moreAccounting Firm
Managing your money is much more complicated and time-consuming than many realize. If you want to ensure that your accounts are healthy and balanced without spending hours every week pouring over receipts, hiring an accountant is the right choice.
Learn moreAudit
If you want to have your finances reviewed by a professional, hiring an auditing firm is the first step. For years, Montanez Tax Service’s auditing team has been helping individuals and business owners assess their financial statements, documents, accounting entries, tax returns, and income records.
Learn moreBookkeeping Services
Organization is an essential part of running a successful business. With so many different things to keep track of and important decisions to make, it’s easy to see why having detailed records would be valuable for any business owner.
Learn moreBusiness Advisory
It’s not always easy to make informed financial decisions regarding your business. You may be an expert in your field, but business accounting can be a complex undertaking with many different things to keep track of.
Learn moreBusiness Formation Services
If you need help setting up your business properly and fortifying it for the future, there is no one better to call than Montanez Tax Service. A long-standing fixture in the industry, we’re dedicated to helping clients start their businesses off on the right foot.
Learn moreLife Insurance
When choosing the best life insurance coverage for you, it can be helpful to have professionals like Montanez Tax Service guiding the way. Whether you’re in the market for term life insurance, whole life insurance, or something more specific, our brokers find you the best coverage at the lowest cost.
Learn moreAnnuities
From browsing rates and applying to general inquiries concerning annuities, you can depend on our expertise and unbiased recommendations. We can present you with the advantages and help you make the best decisions for your financial future.
Learn moreFinancial Advisor
You work hard for your money, but the work isn’t over once your paycheck is in your savings account. If you're unsure where to start when getting the most out of your money, Montanez Tax Service is here to help.
Learn moreFinancial Management
Getting your finances on track takes effort and diligence. However, with the right help, anyone can start on the path to prosperity. For financial management that sets you up for success, look no further than Montanez Tax Service.
Learn moreFinancial Statement Preparation
Montanez Tax Service is certified to perform financial statement preparation duties on behalf of your business. By outsourcing this aspect of your business to a licensed professional, you gain the opportunity to access state-of-the-art statement prepping services executed by seasoned professionals deeply familiar with all regulations regarding commercial financial reporting practices.
Learn moreForensic Accounting
Montanez Tax Service specializes in delivering meticulous forensic accounting for businesses spanning virtually every local industry. When money goes missing, we focus on uncovering evidence that can be used in the litigation process and identifying issues with diligence and accountability.
Learn morePayroll Services
Montanez Tax Service will help ensure that your employees are paid accurately and on time with our payroll services. We’re proud to be the payroll processing company of choice for many local organizations. Our experience in the local area means that we can confidently guarantee you’ll be satisfied with the payroll systemization we can provide for your business.
Learn moreSmall Business Accountant
As a small business owner, you have a lot on your plate. From hiring staff, managing your supply chain, and communicating with clients, you’re responsible for many details that affect the success of your business. Rather than fret over the finer points of small business accounting, we invite you to take advantage of Montanez Tax Service’s services.
Learn moreSmall Business Bookkeeping
If you’re looking for a small business bookkeeper in your area, look no further than the celebrated professionals at Montanez Tax Service. Offering compliant and richly forensic bookkeeping services, we ensure you have legible financial data all year round.
Learn moreSmall Business Tax Preparation
Are you a small business owner who finds themselves overwhelmed every single tax season? Are you looking for ways to alleviate the workload—and the stress? If so, you’re in luck. Over the years, Montanez Tax Service has established itself as the most sought-after small business tax preparation professional in the region.
Learn moreTax Audit Representation
Do you need professional representation for your tax audit? Montanez Tax Service will help ensure that you’re represented fairly when federal tax agencies come knocking. We’re invested in helping businesses and individuals succeed throughout all their financial endeavors—tax audits included.
Learn moreTax Preparation
When it comes to tax preparation services, Montanez Tax Service is the team to rely on. We offer expert tax preparation at locally competitive rates because we believe that’s what our clients deserve. Take advantage of our great services and team today.
Learn moreSenior Life Insurance
Purchasing life insurance> is something that crosses almost everyone’s mind sooner or later. You may be unsure if it is the right time, or perhaps you have not found the best company to suit your needs. You know that eventually, you will need to make a decision, but with so many options out there, it can be daunting.
Learn moreCommercial Insurance
No matter the business you run, the time and money you put into it is a considerable investment. You want things to run smoothly, but you also know that the unexpected can happen, and many potential events can put your business at risk.
Learn moreCommercial Umbrella Insurance
If you’re wondering what it would be like to never worry about exceeding your insurance limits, look no further than Montanez Tax Service. With our commercial umbrella insurance plans, you can run your business with the peace of mind that you’ll always have enough protection, no matter what comes your way.
Learn moreLife and Health Insurance Benefits
Montanez Tax Service is committed to finding the right health and life insurance plans for businesses and individuals alike. Since opening our doors, we’ve set ourselves apart as a trustworthy service provider with a strong record of success. We help our clients shop for the most competitive insurance products on the market, giving them the coverage they need at the price they want.
Learn moreEmployee Retirement Plans
At Montanez Tax Service, we specialize in negotiating and implementing group retirement plans for business owners and employers. Our brokers provide professional guidance, sound advice, and expert planning solutions for businesses of various sizes. Along the way, we help employers plan for the future, improve job performance, and build employee loyalty.
Learn moreSupplemental Retirement Plans
We are leaders in our industry, possessing years of experience developing personal retirement strategies that work. We provide expert advice and a range of annuity package options. With our help, you’ll be able to plan for retirement, stop stressing about the future, and achieve your financial goals for yourself.
Learn moreLong-Term Care Insurance
We are always ready to help our clients and answer any questions they may have. When it comes time to file a claim, we can help you navigate the process so that you can access your insurance in a minimal amount of time. With us, you have a team with you every step of the way.
Learn moreDisability Insurance
Montanez Tax Service has earned a reputation in the area for our full range of products, our expert advice, and our competitive rates. Whether you’re looking for short- or long-term disability insurance, as an individual or a business, you’ve come to the right place.
Learn moreGroup Health Insurance
We recognize that employers need to strike a balance between benefits and value. That’s why we’ve established working relationships with several reputable insurance companies, so we can offer numerous policies and negotiate rates. Group medical insurance has never been more flexible or affordable.
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