Every return is reviewed against your specific financial situation, not a generic template.
We carefully review your information to identify deductions and credits you may qualify for under current tax laws.
Secure virtual tax preparation lets you work with us from anywhere in the country.
We're available beyond tax season for planning questions and follow-up guidance.
We treat your personal and financial information with care and use appropriate safeguards throughout the preparation process.
Our understanding of LLCs, S-Corps, and nonprofits means your return reflects your true structure.
Accurate federal and state filing for individuals, families, and self-employed taxpayers.
Federal and state tax return preparation for sole proprietors, partnerships, S-Corporations, corporations, and applicable nonprofit filings.
Forward-looking strategy sessions to help reduce your tax liability before filing season arrives.
Correction and filing of past returns to resolve errors or missed opportunities.
Guidance on quarterly estimates, deductions, and recordkeeping unique to independent workers.
Advice on the tax implications of forming an LLC, S-Corp, or nonprofit before you file.
Montague & Associates LLC serves individuals, families, self-employed professionals, entrepreneurs, and small business owners throughout Henrico County, Richmond, and surrounding Virginia communities. Our virtual tax preparation services also make it convenient for clients nationwide to submit documents, communicate, and complete their returns without an in-person appointment. Whether your tax situation is straightforward or involves more complex business reporting requirements, we provide personalized attention and thorough preparation tailored to your needs.
No. We offer secure virtual tax preparation for clients anywhere in the country, in addition to in-person service in the Richmond, Virginia area.
Yes. We prepare business returns for LLCs, S-Corporations, partnerships, and nonprofits, and can advise on structure-related tax questions.
Typically prior-year returns, income statements (W-2s, 1099s), and expense records for deductions. We'll send you a personalized checklist after your consultation.
No. We provide tax planning and support throughout the year, not just during filing season.
Yes, we assist with prior-year and amended returns to help bring your filings up to date.
During the preparation process, we will provide instructions for submitting your tax documents through an approved secure method. For your protection, please do not send Social Security numbers or sensitive financial documents through an unsecured email.
Discuss your tax situation and preparation needs.
Gather the information and records needed for your return.
Prepare and carefully review your return for accuracy.
Review your completed return, address any questions, and authorize filing.
Schedule a consultation with Montague & Associates LLC and let's get your taxes handled accurately and on time.