Tax Preparation & Planning
Individual and business tax preparation performed in-house by our IRS PTIN-registered preparers — with organized intake, clear communication, and pricing and scope confirmed in writing before preparation begins.
Start with a focused conversation about the decision in front of you.
Request a Consultation to Discuss Your FilingThe right fit
Individuals, sole proprietors, and business owners who want accurate, professionally prepared returns with organized intake and clear expectations before preparation begins.
What's included
Individual Tax Preparation — Form 1040 returns ranging from simple W-2 filings to complex multi-schedule returns (Schedule C, B, D, E, itemized).
Business Tax Preparation — S Corporation (Form 1120-S) and Partnership (Form 1065) returns, single-entity and complex multi-state.
Quarterly Estimated Taxes — quarterly estimated tax calculations based on prior period income.
Prior-Year Returns — filing for a prior tax year, with fee range consistent with the current-year return type, applied per year.
Amended Returns (Form 1040-X) — correcting a previously filed return for income changes, missed deductions, or updated information.
Audit Support — document organization, notice interpretation, information-request responses, and correspondence for IRS or state tax audits.
Financial Record Reconstruction — organizing and reconstructing bank statements, receipts, and source documents when no accounting system exists, so a return can be prepared cleanly.
Please Note
Performed by Montgomery Advisory's IRS PTIN-registered tax preparers. Not all preparers are CPAs, Enrolled Agents, or attorneys. Preparer credentials and PTIN are disclosed to every client in writing before engagement. Non-CPA/EA/attorney preparers have limited IRS representation rights. Tax return preparation fees do not include IRS representation, formal audit defense, or tax planning/advisory opinions.
How the engagement runs
Every engagement follows the same path, so you always know where you are in it.
Consultation
We start with a conversation about what you're trying to decide. If we're not the right fit, we'll say so.
Scope & engagement letter
The work, timeline, scope, and pricing are discussed upfront and agreed to in writing before anything begins.
The work
We handle the preparation, review, and filing — in-house, with a single point of contact throughout.
Review together
We walk you through the result and what it means for the next decision, not just hand over a file.
Expected outcome
A finished piece of work you understand, records that hold up to scrutiny, and a clear view of what the next decision requires.
Pricing
Pricing reflects return type, complexity, and the work required. After an initial document review, pricing and scope are agreed to in writing before preparation begins. Payment is due upon completion, before e-filing or release of the return.
Frequently asked
Anything not covered here is fair game during the initial consultation.
- Do you prepare business tax returns?
- Yes — S Corporation (Form 1120-S) and Partnership (Form 1065) returns are core offerings, as well as Schedule C business filings on individual returns. Complex or multi-state business returns are quoted per scope.
- Do you prepare individual (1040) returns?
- Yes. We prepare individual returns from simple W-2/standard-deduction filings through complex multi-schedule returns (Schedule C + E + D + itemized).
- Who actually prepares my return?
- Every return is prepared and reviewed in-house by our IRS PTIN-registered preparers — no outsourcing and no handoffs to seasonal contractors. Preparer credentials are disclosed in writing before you engage.
- Are you a CPA firm?
- No. Montgomery Advisory is a business advisory and financial management consulting firm. Tax preparers are IRS PTIN-registered; not all are CPAs, Enrolled Agents, or attorneys. Non-CPA/EA/attorney preparers have limited IRS representation rights — restricted to discussing the specific return they prepared with IRS customer service.
- Do you handle audit representation?
- We provide audit support — document organization, notice interpretation, information-request responses, and correspondence — but not formal representation. For audits, appeals, collections, or complex multi-state matters, the engagement is scoped accordingly and you are notified in advance.
- How does pricing work?
- Pricing reflects return type, complexity, and the work required. After an initial document review, pricing and scope are agreed to in writing before preparation begins. Payment is due upon completion, before e-filing or release of the return.
- 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.
Let's start with a conversation — no obligation beyond it.
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