Bringing You Over 15 Years of Tax Expertise
Making a difference in your financial health
San Diego native Jared Montoya went into tax accounting because he is passionate about helping others improve and maintain their financial health. As an expert “Tax Doctor” Jared can diagnose and fix your tax problems, ethically minimize your tax liabilities, and provide analysis and guidance to help you make intelligent financial decisions.
Specialized knowledge and a proactive approach
In fact, Jared is extremely proactive about ensuring clients use all tax minimizing strategies that are legally available to them. Some of the many things that set Jared apart include his expertise in…
- Taking advantage of complex business tax incentive programs
- Going back in time to obtain significant refunds for taxes already paid
- Providing financial analysis and advise to keep clients on track
- Reducing the stress and burden associated with filing taxes
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. And don’t let Jared’s youthful appearance fool you—Jared brings over 15 years of tax experience to every assignment.
Find out how Jared can help you. Call 619-578-2514 to schedule a free one-hour consultation today.
Jared is an active member of many professional associations, including the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, National Association of Enrolled Agents, California Society of Enrolled Agents, and the American Society of Cost Segregation Professionals.