Tax Services
Preparation, Planning & Filing
Does the thought of struggling through another tax season stress you out? At Montgomery Tax & Business Services, we’re here to take that stress away. Because we’re a family-run business, you’re going to get the personal service that you won’t get from any of the large accounting firms.
Before we begin the tax preparation process, we will meet with you to discuss your financial accounts, wages, and investments. Then, we will give you a list of the important tax documents that we will need to prepare your taxes. This will include 1099s, W-2s, and other information to verify your income and investments.
Once we have the necessary information, we will prepare your tax returns that will organize your information and check your return for calculation mistakes and potential red flags that could trigger an IRS audit. Finally, your return will be filed electronically for a quick refund.
After your tax return has been filed, we can work with you to discuss ways you can limit your tax liabilities in future years. Many taxpayers can make small adjustments that will save them hundreds of dollars each year.
