All Services
Tax Return Preparation
Prepared in-house by our PTIN-registered preparers, with the same attention to detail and professionalism behind everything we do.
What's Included
- Business tax return preparation
- Organized intake process for income, expense, and deduction documentation
- Review and preparation by PTIN-registered preparers
- Clear communication throughout the filing process
Who It's For
Montgomery Advisory clients seeking accurate, professionally prepared tax returns without the runaround.
Pricing
Flat fee, 100% due upon completion.
Frequently Asked Questions
- Do you prepare personal (1040) returns?
- Our tax service focuses on business returns for existing Montgomery Advisory clients. Personal returns are considered case-by-case when tied to an active business engagement.
- Who actually prepares my return?
- Every return is prepared and reviewed in-house by our PTIN-registered preparers — no outsourcing and no handoffs to seasonal contractors.
- What do I need to send you?
- We provide an organized intake checklist covering income, expense, and deduction documentation so nothing is missed and you're not chasing paperwork at the deadline.
- How does pricing work?
- Flat fee based on the return's complexity, quoted before we begin. Payment is due upon completion — no surprise hourly bills.