Our Firm provides financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

Our Commitment
At our Firm we treat our clients with courtesy and integrity. We guarantee efficient, honest tax service that achieves remarkable results. Our years of experience and notable expertise ensure that your tax preparation is in good hands.

Our Record
Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspectives.

Cost effective solutions for all of your financial needs

QuickBooks ProAdvisors

Individual and Corporate taxes

Business Consulting and Financial Advising

Marco A. Montes, CPA, CFP®
3 San Joaquin Plaza, Suite 100
Newport Beach, CA 92660
Ph  949-722-8159
Fx  949-608-0896
info@montescpa.com