Montanez Tax Service Service Areas
Accountant
When you need an accountant, look no further than Montanez Tax Service. Since opening our doors, we’ve set ourselves apart as the area’s leading accounting firm. Trusted by clients across the local area, we’ve earned a stellar reputation for our client-focused approach, open communication, and unparalleled expertise.
Accounting Firm
Montanez Tax Service is the premier choice for an accounting firm that is well established and delivers exceptional services. Our robust offerings cover your business's needs in full, from tax filing and preparation to auditing services, payroll, and much more.
Annuities
Montanez Tax Service is the leading choice for annuity insurance policies. We shop the most competitive deals available on the market, helping you minimize contributions while maximizing your output.
Auditing Services
An external audit from Montanez Tax Service ensures that your finances are in check and free from errors. Our qualified accounting professionals will go over your records and financial statements to ensure that nothing has been overlooked and your finances are on track for the future.
Bookkeeping Services
Keep your business organized with the professional bookkeeping services from Montanez Tax Service. Outsourcing bookkeeping is the best way to stay on top of your finances without taking away from the rest of your operation.
Business Advisory
See the bigger picture with the business advisory services from Montanez Tax Service. Our certified advisors have a broad and specialized understanding of the business world, allowing them to provide valuable insight into your decision-making process.
Business Formation Services
If you need help forming your business, there’s no one better for the job than the team of experts at Montanez Tax Service. We’ve been serving business owners in Omaha for a long time, and we want to help you too
Commercial Insurance
Montanez Tax Service is the leading commercial insurance broker in the surrounding area. We help businesses save time, save money, and protect themselves against the unforeseen. Whether you run a storefront, manage an office, or operate out of your home, we’re here to find an insurance plan that works for you.
Commercial Umbrella Insurance
Montanez Tax Service is the leading broker for commercial umbrella insurance. We offer a wide range of insurance policies designed to drive down costs, provide total coverage, and put our business clients’ minds at ease.
Disability Insurance
Montanez Tax Service is the leading disability insurance broker. We offer a range of insurance products for both long- and short-term disability claims, all designed to maximize your coverage while keeping your costs to a minimum.
Employee Retirement Plans
Montanez Tax Service is the leading insurance broker for employee retirement plans. We help employers manage their assets and provide comprehensive pension schemes for their staff.
Financial Advisor
Montanez Tax Service opened its doors years ago to help our clients create strategic and customized plans to reach their financial goals. We believe that building wealth doesn't need to be difficult. Instead of working harder, work smarter with the help of our licensed financial advisors.
Financial Management
As one of the leading experts in financial management, our ultimate goal is to put your finances on the right track and guide you toward keeping them there. The advisors at Montanez Tax Service will work with you to develop a customized financial management strategy to meet all your financial milestones.
Financial Statement Preparation
Montanez Tax Service is the top choice when hiring qualified financial statement preparation experts who are invested in helping your business grow and thrive. We’re a group of licensed CPAs with a multitude of experience preparing accurate financial statements for companies spanning various local sectors.
Forensic Accounting
Montanez Tax Service is a group of forensic accounting experts skilled at investigating financial data. Our goal is to use our wide breadth of experience to uncover issues with businesses’ finances, such as suspected fraud, bribery, money laundering, embezzlement, and many other types of financial disputes.
Group Health Insurance
Montanez Tax Service is the leading group health insurance broker. We offer a wide range of insurance options suited to businesses both large and small. We help you shop the most competitive insurance plans on the market.
Life And Health Insurance Benefits
If you are looking to purchase life and health insurance, look no further than Montanez Tax Service. We are the leading local insurance broker, offering a complete range of packages at incredibly fair price points.
Life Insurance
Montanez Tax Service is the leading life insurance broker. We help families, individuals, and employers shop the most competitive deals on the market. We help you stay financially stable, no matter what comes your way.
Long Term Care Insurance
Whether you or a loved one have faced a car accident, developed a disability, or simply grown older, long-term care insurance is here to help. When the going gets tough, it’s essential to know that you have the insurance coverage you need.
Payroll Services
Montanez Tax Service is your local expert in payroll administration. Thanks to our high level of accuracy and consistency, we’ve become trusted payroll providers for many local businesses. If you want to ensure that your employees are always paid correctly and on time, you can put your trust in our services.
Senior Life Insurance
Montanez Tax Service is proud to be a leading broker for senior life insurance. We help our customers discover their options, compare insurance policies, and find the right one for them. Friendly, knowledgeable, and professional, our team is second to none.
Small Business Accountant
When the time comes to seek out a small business accountant, you’ll find no one more qualified to serve you than Montanez Tax Service. Offering the most comprehensive accounting and bookkeeping services in the region, we’re here to help you and your small business achieve success and stability.
Small Business Bookkeeping
As a small business owner, you have many responsibilities. There are clients to serve, employees to oversee, and supplies to order. Are you feeling like it might be time to seek out the bookkeeping services of a professional? If so, we invite you to contact the small business bookkeepers at Montanez Tax Service.
Small Business Tax Preparation
Tax season can be stressful, at least for small business owners who lack the services of a professional, skilled accountant like those at Montanez Tax Service. Offering the finest small business tax preparation services in the region, our accountants work to minimize your tax burden, maximize your returns, and make tax season pass smoothly without disruption.
Supplemental Retirement Plans
Montanez Tax Service is the leading broker for supplemental retirement plans. We help you protect your wealth, manage your assets, and ensure a prosperous retirement well into the future.
Tax Audit Representation
Montanez Tax Service offers professional and helpful tax audit representation. Take advantage of our team’s expertise in audit defense and ensure that your or your business’s revenue is reported and assessed fairly by federal revenue agencies.
Tax Preparation
Come to Montanez Tax Service for tax preparation expertise. We offer comprehensive and expert tax services at the city’s most competitive local rates. Take advantage of our well-rounded tax expertise by turning to us whenever you need help with your tax preparation or require a tax advisor.