Unique to Montgomery Insurance & Investments is an in-house Tax Consultant. Our Tax Consultant is a member of the Ohio Society of Certified Public Accountants as a licensed CPA. We prepare individual tax returns, from simple to complex. You can trust us to bring expert, thorough tax knowledge to the table.
Our experienced Tax Consultant stays current with tax laws and standards, so our advice is up-to-date and accurate. Sometimes a seemingly straightforward situation, such as an education deduction, can be reported in various ways on a tax return, with different tax results for each choice. In cases such as this, we will prepare your return multiple ways to ensure your final filing results in the best possible return with the least net tax.
Not only can we prepare your tax return, but we can also work hand in hand with our Financial Advisors to advise you throughout the year on tax implications of various investment products – before you actually invest. We take a look at your overall tax situation, and provide customized feedback to ensure your potential investment vehicles do not have a negative impact on your overall tax filing.
We are always thinking ahead, because the actions you take now can have an enormous impact on your tax filing. We welcome meetings with you throughout the year, to assess your “tax health” for the next filing.
We work for you. Our goal is to become the only tax agency you will ever need, now and for generations to come!