CLIENT NUMBERS
TAX CREDIT AMOUNTS OBTAINED
4122009

“My mission is to provide services that enhance the lives of clientele by assisting in sound financial decisions bringing clients closer to financial freedom. Services include but not limited to accounting, tax, tax planning, IRS representation, and consulting.”

"When I started a tax practice over 20 years ago, my goal was to enhance the lives of clientele by assisting in sound financial decisions that bring clients closer to financial freedom." -  Jared Montoya, CPA, EA


Tax Background 
After receiving his Bachelor of Science in Business Administration (Accounting) from San Diego State University, Jared went on to earn his Certified Public Accountant (CPA) and Enrolled Agent (EA) designations. Jared brings over 20 years of tax experience in San Diego. He is proud to be part of a company that cares for it's clients and community.

Jared Montoya CPA EA

Testimonials

Jared Montoya is an excellent accountant, and I highly recommend him to anyone looking for excellent tax advice with attention to detail.

Joshua M.

Attorney

Jared Montoya has saved my company countless hours of time and value over the past five years. His expertise and knowledge have greatly improved our business plan.

Tom V.

Convenience and Security 

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