Tax preparation and planning services for current Montoya Wealth investment management & financial planning clients.

The challenge: You know that being strategic about your taxes can help your investments grow better and last longer. This means that do-it-yourself online tax software isn’t always going to cut it. This is especially true if you are in a high tax bracket or have unrealized gains in your portfolio.

The solution: Here at Montoya Wealth, Brandon Montoya provides tax planning and analysis and can even prepare and file your tax return for you. We also work to ensure you have the right mix of tax-advantaged and tax-free accounts to ensure you can strategically drawdown in retirement.

The result: A one-stop experience for all your wealth management and tax planning needs.

Tax preparation pricing

We offer tax preparation to current Montoya Wealth clients who are paying our minimum fee. If you are a client who is part of an employee-sponsored plan, please reach out to us for pricing.