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Tax Prep and Planning

Don't Pay More Than You Need To

Our tax expertise is critically important for the well-being of our clients. We use it for tax preparation, planning, strategies, and investment management. By providing clients a smooth tax experience, tax services are easy and convenient.


Tax Return Preparation

Monteith Wealth, LLC. is a registered CPA firm. We make sure your tax returns are done right and in a timely manner. We prepare individual, business, trust, gift, and estate tax returns (and more). If it's tax related, we can handle it.

Tax Planning

Tax planning means looking at current and future tax years. Tax laws have become complicated, so let us do the planning now so you aren't surprised with an unexpected tax burden later.

Tax Strategies

Why pay more in taxes than you have to? Easily one of our strengths, we actively develop and implement tax strategies with saving you money in mind. On the investment side, our goal is to make you money. On the tax side, our goal is to save you money.

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