Montalvo Tax

Peter was great. He is quick and friendly. His office is very comfortable and his two little dogs were a pleasant surprise. I highly recommend Montalvo taxes. The receptionist was a pleasure to talk too, overall a really good experience.

Matters of finance tend to make me nervous, especially when trying to handle family business. Peter's delightful manner and extensive knowledge were just the right touch in making me feel relaxed and self assured. Peter had originally helped me with my mother's taxes and I was so impressed with him that I will continue to use his services moving forward. He is very easy to talk to and, with his expertise, I feel like I am handling our financial affairs properly and with confidence. He responds quickly to inquiries, which is very important to me. As a bonus, the office has the CUTEST little dogs lounging about! His receptionist was extremely pleasant as well. I'm so glad I found Montalvo Tax.

Was looking to have my Dad’s taxes done and so happy I found Peter Montalvo. Best tax accountant ever. Very knowledgeable and very easy to talk to. My Dad was very happy. I would recommend Peter to my friends and famiy . His staff is wonderful. They make you feel very comfortable and that means a lot. Will definitely be back to go over my finances. Thank you Peter.

My husband and I are fairly new clients at Montalvo Tax. We needed financial advice as we transitioned from working to retirement and Peter came highly recommended. Peter alleviated the stress we were having about a financially stable retirement. He is very professional, knowledgeable and friendly. We feel at ease with him managing our finances.

For over 10 years Peter Montalvo has been both my accountant and financial advisor. As an independent contractor my tax returns are always different and Peter knows exactly what he is doing with them. I have always felt at ease with him managing my finances. He is continually looking for better options to increase my money and is always available for me if I have any questions with any of my accounts. I would highly recommend him to all! He is truly a professional and very knowledgeable.