Financial planner
Montgomery Financial Group
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Orleans hasn't published exact rates. Get a personalized quote for accurate numbers.
Herbert Montgomery, CPA operates from 195 MA-6A #6, Orleans, MA 02653 in Orleans, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.
Reported areas of practice include Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 3 ratings.
For taxpayers in Orleans, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
Montgomery Financial Group is a dedicated tax professional firm situated in Orleans, Massachusetts, providing focused financial services to the local community. The firm specializes in tax-related matters, offering expertise to individuals and businesses seeking assistance with their tax obligations. Clients engage Montgomery Financial Group for guidance on tax preparation, planning, and understanding the intricacies of tax regulations. Operating from its Orleans location, the firm is committed to delivering professional and accessible support, helping clients navigate the complexities of the tax landscape. This local presence allows for a direct understanding of the financial environment pertinent to residents and businesses across Cape Cod. Montgomery Financial Group aims to ensure clients are well-informed and compliant, assisting them in making sound financial decisions related to their taxation. The firm's approach is grounded in a thorough understanding of current tax laws, providing practical advice tailored to each client's specific circumstances.
Montgomery Financial Group offers comprehensive advisory services, building upon its foundation as a dedicated tax professional. These advisory services are specifically designed to provide clients with informed guidance on various financial decisions that inherently carry tax implications. As a tax professional, the firm's advisory capacity focuses on helping individuals and businesses understand how different financial choices might affect their current and future tax positions. This can encompass discussions around the tax implications of investment strategies, considerations for retirement planning, or the tax consequences of significant business transactions and personal financial events. The primary objective is to offer insights that empower clients to make more tax-efficient choices within their broader financial strategy. Advisory services involve a collaborative approach, where Montgomery Financial Group works closely with clients to analyze their current financial situation, understand their future goals, and identify potential tax opportunities or challenges. This allows for the development of strategies aimed at optimizing tax outcomes while aligning with overall financial objectives. By providing this specialized advice, the firm assists clients in proactively managing their financial health from a tax perspective, helping them anticipate potential issues and identify avenues for effective tax management. All guidance provided through advisory services is strictly within the scope of the firm's tax professional credential, ensuring that advice is rooted in current tax expertise and regulatory understanding. This support is invaluable for clients seeking to navigate complex financial landscapes with a clear understanding of their tax responsibilities and opportunities.
Montgomery Financial Group serves both individuals and businesses in Orleans and the surrounding Massachusetts communities. As tax professionals, we assist a diverse range of clients with their tax preparation and planning needs.
Our primary focus is on providing tax professional services, including comprehensive tax preparation and strategic tax planning. We also offer advisory services to help clients understand the tax implications of their financial decisions.
Advisory services from a tax professional can help you understand how various financial choices impact your taxes. This guidance allows you to make more informed and tax-efficient decisions regarding investments, retirement, or business transactions.
Montgomery Financial Group is located in Orleans, Massachusetts. We serve clients locally and in nearby towns across Cape Cod.