Herbert Montgomery

Herbert Montgomery operates from 195 MA-6A #6, Orleans, MA 02653 in Orleans, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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.