Tax preparation services

How Can We Help You Prepare Your Tax Return?

We offer tax return appointments tailored to your comfort level, including in-person appointments and remote return completion. All personal tax returns include audit protection.

Use Your Phone to Securely Submit Documents

Submit your documents securely, review your complete tax return, and sign your return with the ease of your phone. With the MyTaxOffice app (available on Google Play & Apple Store), you can save time by avoiding the need for an appointment. Use Pass Code 8356JQ to secure your connection with our office.

Schedule an appointment

Do you prefer face-to-face contact? Call or text us at

(619) 703-8990 or email us at jesus@montanaconsulting.us.

Get a head start using Google Forms.

Use your phone, computer, or laptop to complete this questionnaire and help us find deductions and credits to maximize your tax return. Use the link below to complete the information required for your tax return. By completing the form, our tax preparer can prepare most of your return in advance, saving you time at your appointment.

Click to Complete Form

Pay With Your Tax Refund, Nothing Out of Pocket

Your tax return preparation fee will be deducted from your tax return for a small service fee. The remainder can be directly deposited, paid by check, or have a debit/credit card issued with your balance.

Tax Return Fee Schedule

Form 1040 – Remote U.S. Individual Tax Return

145

Without any forms or schedules, when using the MyTaxOffice app above.

Form 1040 – In-Person U.S. Individual Tax Return

170

Without any forms or schedules, when meeting in person.

Form 1040X – Amended Tax Return

100

Amendment to tax return prepared by Montana Consulting. Amendments for returns prepared by another tax preparer will be $150.

Discounts are available

We provide discounts to new clients, first responders, active-duty military personnel, and members of PORAC, AASD, AACV, AASU, CVE & SPAA.

Additional Form Required to Complete Return

Varies

If additional forms are required to complete your tax return, there may be an extra fee. Click this link for our fee schedule for the most commonly used tax forms and schedules.

We share our low overhead savings with you!