Montalvo Tax & Financial

01/13/2024

Tax season has arrived! Pre- Scheduled Tax appointment cards were mailed to our existing clients. Call us to confirm or change your appointment.

New Client(s)- Please call to schedule your appointment.

We offer drop off service as well. So stop by and say hello to our newest staff member Leo!

We look forward to another successful tax season!

02/05/2023

Tax season is in full swing! Pre- Scheduled Tax appointment cards were mailed to our existing clients. Call us to confirm/change your appointment.

New Client(s)- Please call to schedule your appointment.

We look forward to another successful tax season!

01/25/2020

Tax season begins Monday, 1/27! Pre- Scheduled Tax appointment cards were mailed to our existing clients. Call us to confirm or change your appointment.

New Client(s)- Please call to schedule your appointment.

We look forward to another successful tax season!

Look for our advertisement in your local paper for our new client offer!

04/03/2019

04/03/2019

Even during our busiest times of the year, one of fav local comediennes gives us a shoutout w/a chuckle. Thanks Theresa Farrell! If you still need an appt., please give us a call. We’ll make room to accommodate you & your family!

01/26/2019

Tax season starts Monday, 1/28! Call us to confirm, change, or make your appointment.

02/04/2018

Massapequa Chamber of Commerce Ribbon Cutting Ceremony

02/04/2018

Check out our Commuter Drop Off Service! Drop off your tax documents in our dropbox, go to work, and schedule a pick up time in the evening. It's that simple! Give us a call for more details!

01/16/2018

Are you a current customer & want to refer a friend or family member? Ask them to call us to schedule their TAX appt at our INTRODUCTORY $95 OFFER...once your referral comes in & has their taxes completed, you will receive a CASH AWARD + a GIFT CARD to one of our local businesses in the Park!

01/06/2018

Check out this Tax Season’s intro offer to new clients...as seen in the South Bay Paper...