Montalvo Tax is a dedicated financial services and accounting firm based in Massapequa Park, New York. Specializing in comprehensive tax preparation and planning, the firm serves individuals, families, and small business owners with a personalized approach tailored to each client’s financial objectives. Their core offerings include tax compliance, IRS representation, and strategic tax advice to help minimize liabilities and maximize returns.

Montalvo Tax is affiliated with LPL Financial, enhancing their ability to integrate investment advisory with tax services for a more complete financial strategy. This affiliation allows them to provide informed guidance on retirement and wealth planning, ensuring tax efficiency across a client’s entire financial picture. The firm prides itself on creating long-term relationships and guiding clients through major financial decisions with clarity and confidence.

With a client-first mindset, Montalvo Tax emphasizes transparent communication and dependable service. The firm also engages with the local Long Island community, offering educational sessions aimed at improving financial literacy. Their culturally inclusive approach and bilingual staff allow them to serve a diverse clientele with professionalism and care.

Website: http://www.montalvotax.com/

Key Services:

– Individual and business tax preparation
– Tax planning and consulting
– IRS representation and resolution services
– Retirement and investment tax strategies
– Estate and trust tax guidance
– Financial advisory integration through LPL Financial
– Quarterly estimated tax support
– Small business accounting and advisory services