Montoya CPA EA APC

Jared's expertise in navigating complex tax situations for high-net-worth individuals has been exemplary. His strategic insights and personalized tax planning have significantly enhanced my financial portfolio. His service goes beyond just accounting; it's about crafting a tailored financial future.

Partnering with Montoya CPA has been a game-changer for my startup. Jared's in-depth understanding of startup finances and tax strategies has significantly streamlined our accounting processes. His personalized attention and expert guidance have made a tangible difference in our financial planning.

Jared Montoya's blend of expertise in tax credits, incentives, and personal tax services is unparalleled. His ability to tailor his services to individual needs while maintaining a high standard of professionalism is what sets him apart in the field of accounting.

Jared's meticulous approach to tax preparation has been a major relief. His ability to handle complex tax filings with ease transformed what was once a daunting task into a smooth, stress-free process. His professionalism and thoroughness are exceptional.

What really frustrated me was the lack of transparency in pricing. I was quoted one amount and ended up paying much more after "additional services" were added without my clear consent. It felt more like a cash grab than a professional CPA service.

I've been using Jared Montoya's team to do my taxes for 5 years now and can honestly say he is the BEST at knowing absolutely everything about everything relating to taxes. As an entrepreneur and single mom I want to know that I'm receiving the best possible tax breaks and credits, Jared's team is always on top of how to do this quickly and efficiently. I have used others in the past that are a pain to deal with and I was never confident of their results. Jared's team is easy to work with and I'm always ha

Just wanted to say that after being in a very bad situation with being behind in filing taxes and owing money to the IRS, FTB, etc, that Jared has been an immense help to me! It's a very stressful situation to be in, and to have someone who can help get you organized, filed, and also help you setup payment plans that you can manage and that the IRS can accept feels like a huge burden has been lifted off your shoulder. I really appreciate Jared (and the IRS's) patience and professionalism in all of this.

I needed helped with two previous tax returns. After trying to get assistance from the CPA group that completed them and waiting 2 months for nothing I turned to Montoya CPA. Jared was able to correct the two returns so that they were reflecting correctly to the IRS. The problem was causing me a lot of anxiety. The thought of owing such a large amount because of the original errors was disturbing. Jared was able to amend my returns quickly, which reduced my anxiety. I will be using Montoya CPA for all

Jared is very professional and thorough with his tax planning. He does an excellent job to make sure your taxes are done correct. Jared has been doing my taxes for over 5 years. I have referred family and friends to him and will continue to do so. He has been a lot of great help to me in my tax planning.

Being a self employed contractor and business owner, I was getting buried in taxes and the whole process of dealing with my taxes is stressful. I decided to give Jared a call and he immediately took control of the situation and not only came up with a comprehensive strategy to significantly reduce my tax rate, he also helped me file past taxes and helped me recoup a sizable tax return. Jared is extremely knowledgeable, professional and is an enrolled agent with the IRS. If you are like me and are terrifi

I highly recommend Mr. Montoya to anybody looking for the best tax services in San Diego . He goes above and beyond to help with taxes and answers any questions thoroughly and accurately. I have had nothing but pleasant and utmost positive experiences with his services for over 7 years. Hands down best tax services I have ever come across and feel truly grateful to have been recommended to him. I use to dread tax time until I met Mr.Montoya. Now I feel at ease because I know everything will be taken care of

Montoya CPA has helped me no longer dread tax time. Jared is very knowledgeable in individual or corporate tax laws and has gotten me some monster returns. Definitely happy to refer to friends and family!

On a referral from another electrical contractor, we used Montoya CPA for the first time this year for our corporate and personal income tax returns. Jared communicated well, listened and responded to our goals and met our deadline to expedite our filing in conjunction with our home loan application. We will return for our 2021 returns!

Mr. Montoya?s personalized tax planning has transformed my financial outlook. His proactive and knowledgeable approach is unmatched in the industry.

Jared is the best in the biz! He's personable and will take the time to listen to your business needs. Then he'll put in the work to make sure you save the most money you can on your taxes! Couldn't recommend more

Another fantastic experience with Jared! Highly recommended! Every year he helps with my business's taxes. I'm very grateful that I can count on him for straight-forward responses and quick turnaround times.

I have encountered nothing but absolute professionalism & courteous consideration for the financial straits I have been in when I came here. I have never worked with anyone quite like them, as they have the most incredibly proficient tax compliance accountants seen to date - more so than most other CPA's I've encountered. Again, never have I found more knowledgably proficient people, such as what I've found at the offices of JM Montoya Tax & Accounting Services.

I had a great experience working with Jared. He took the time to sit down with me and go over everything and was always there whenever I had any questions regarding my taxes. I would highly recommend Jared and his services to anyone looking for a knowledgeable and savvy CPA

Unprofessional, made a phone appointment no body called, called them later and the receptionist apologized then made an in person appointment, I went there and wait for about 30 minutes no body is there even the receptionist in a different location (they don't tell you where!) apologized and told me wait and she'll call the cpa waited another half an hour for nothing. I left she apologized again and made another appointment later in the afternoon and 30 minutes before the appointment I called to confirm and

Jared was recommended to me when I was struggling with my taxes. He gave me great advice immediately and guided me through the correct process quickly and easily. I'm grateful for his expert advice.

I've been a client of Mr Montoya for years, he's very passionate about what he does, he's always finding ways to help his clients, he's ethical, friendly, knowledgeable and someone you can depend on. Thank you Mr Montoya!

Jerad Montoya is knowledgeable, professional CPA who cares about his clients.

I have had the best experience with taxes you can have with this company! All I can say is thanks!!

Saved me 40k in 2010. I well be forever grateful.