Making a Difference in Your Financial Health
Jared Montoya, CPA, EA assists people become financial free by minimizing tax burdens and assist in budgeting for financial stability. “Tax Doctor” Jared Montoya diagnoses and fixes tax problems through preparation, analysis, and guidance to help you make intelligent financial decisions.
Specialized knowledge and a proactive approach
Jared is proactive in ensuring clients use tax strategies legally available. Jared Montoya, CPA, EA set’s his expertise apart by:
- Tax incentive programs
- Going back in time to obtain refunds for taxes 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. Jared brings over 15 years of tax experience in San Diego as a native of San Diego.
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.