Montgomery Advisory, LLC
Individual Tax Preparation
Your Form 1040, prepared carefully and explained before it's filed. We'd rather you finish the season understanding what drove your outcome than simply receive a copy of a return.
What thislooks like
“Scope in writing,
before anything begins.”
Form 1040 preparation — from straightforward W-2 filings to multi-schedule returns.
Self-employment and side income — Schedule C, mileage, home office, and estimated tax guidance.
Rental and investment activity — Schedule E and Schedule D reporting.
Itemized deductions and credits, reviewed against the standard deduction rather than assumed.
Prior-year, amended, and multi-state returns.
A review conversation before filing, so you know what changed and what to expect next year.
Who It's For
W-2 employees with something more going on, self-employed filers, landlords, and households in Bowie, Prince George's County, and across the country who want their return prepared by a person, not a kiosk.
Pricing
Range-based flat fees set by return complexity and confirmed in writing before preparation begins.
Questions we're asked
Anything not covered here is fair game during the initial consultation.
- Who prepares my return?
- Returns are prepared in-house by our IRS PTIN-registered preparers. Nothing is outsourced.
- My return isn't simple. Is that a problem?
- No. Schedule C self-employment, rental property on Schedule E, investment activity, itemized deductions, and multi-state filings are routine here. Complexity affects the fee, not whether we'll take it on.
- Can you file prior-year or amended returns?
- Yes. Late filings and amended returns are common engagements, and we'll tell you plainly what the likely outcome and timeline look like before you commit.
- Do I need to come to your office in Bowie?
- Only if you'd like to. Documents are exchanged through a secure portal, and most clients complete the whole process remotely from anywhere in the country.
Let's start with a conversation — no obligation beyond it.
Request a Consultation