Montoya CPA EA APC

Montoya CPA EA APC is an Accountant in San Diego, CA. The firm provides personal and business tax services, accounting, tax planning, IRS representation, and consulting. Jared Montoya, the principal, holds Certified Public Accountant (CPA) and Enrolled Agent (EA) designations and has over 20 years of tax experience in San Diego. He received his Bachelor of Science in Business Administration in Accounting from San Diego State University. The practice offers specialized services including R&D tax credits, cost segregation, and California business tax incentives. It assists with corporate and LLC tax planning for real estate, employment incentives, and outsourced CFO functions. The firm helps clients with complex tax situations, including international taxes, multi-state taxes, and foreign-earned income. It supports businesses with entity selection, partnership allocations, property depreciation, and expense capturing. The firm works with employee benefit plans like pensions, 401Ks, SEPs, and trusts, and assists in acquisitions, dispositions, and liquidations. Jared Montoya authored a book on cost segregation available on Amazon. The firm emphasizes tax planning to project year-end income and mitigate taxes before the year ends. It also provides tax incentive programs to lower personal and business tax liability. The practice serves individuals and businesses in San Diego, with a focus on achieving financial freedom through sound financial decisions. Jared Montoya has been in practice for more than two decades, starting his tax practice with the goal of enhancing clients' lives through sound financial decisions. He is proud to be part of a company that cares for its clients and community. The firm provides a client portal and accepts document submissions online. It offers a payment gateway for secure transactions. Testimonials highlight the firm’s attention to detail and expertise in improving business plans. One client, an attorney, recommended the firm for excellent tax advice. Another client noted that the firm saved his company countless hours of time and value over the past five years. The firm’s approach includes amending past tax returns to reduce liability and utilizing all appropriate strategies to minimize tax exposure. It provides consulting on the necessary steps for starting a new business. The firm’s services are designed to help clients save money and navigate complex tax landscapes. Montoya CPA EA APC brings over 20 years of specialized tax expertise to San Diego, helping local individuals and businesses achieve financial freedom through strategic planning and IRS representation.

BizScoreAI gives Montoya CPA EA APC a perfect 100 out of 100 for Schema and Structure, ensuring AI assistants and search engines clearly understand the business and its offerings. The firm also earns a solid 75 out of 100 for Performance, a metric that measures website loading speed to keep visitors engaged and aid search engine ranking.

Services:

• Business Tax Services
• Cost Segregation
• Employment Incentives
• Personal Tax Services