TAX PREPARATION

Retirement & Tax Planning Go Hand In Hand

With over 87,000 new IRS agents coming, tax planning has never been more important than now. And what else is extremely important? Retirement! Tax planning is often a forgotten part of retirement planning. Montini & Co Tax Advisory Group Advisors provides in-house retirement and licensed tax planners that offer comprehensive tax services with an upfront pricing structure that hasn’t changed in 4 years.

To achieve comprehensive tax preparation and minimization planning, schedule with our trusted retirement planner and licensed CPA for tax advisory.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

Montini & Co Tax Advisory knows the tax laws, and we know how your tax return was prepared, and how it should be. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Our firm prepares all sales tax filings and offers full sales tax audit representation.

We provide expert preparation of federal and state estate, gift and trust tax returns and preparation.

Our goal is to provide a transparent view of ways you can minimize taxable income while saving for retirement. 

We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry. Rest easy knowing Montini & Co Tax Advisory licensed CPA and retirement planning team are working together with you on your tax returns.

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