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January 2024 by Jennifer Russell
I worked with this knowledgeable EA to fix a previous tax year error. Mr. Perez and his entire staff were friendly, attentive, and they went above and beyond to fix the IRS issue. He took the time to answer my questions regarding tax issues and current regulations. He immediately found the problem and explained it to me in detail in a manner a layperson would understand [I’m a biologist and don’t know much about taxes and find them intimidating]. I have not had such a skillful, courteous experience from a tax professional before. Mr. Perez went to bat for me to mitigate my tax burden. I am extremely grateful for his and his staff’s exceptional efforts and will work with him/them again. I highly recommend them!
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August 2023 by Juan Delgado
Andres exemplifies exceptional professionalism and diligence. He demonstrates a genuine commitment to his clients by actively listening to their needs, providing thorough answers to inquiries, and ensuring they are well-informed about the latest tax regulations. With Andres, the tax filing process flows seamlessly, and he promptly communicates, respecting the value of your time. Without a doubt, this has been the most outstanding experience I have had in over two decades of filing taxes.
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February 2023 by Eileen W.
Andres put all my nerves at ease! I was there less than one hour and all my questions were answered and my taxes completed. The office staff was friendly, knowledgeable and very helpful leading up to my appointment. Two thumbs up!!! I'll be a customer for life.
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May 2022 by Jordonna Lobese
Andres is great to work with while dealing with taxes, which are complicated. He knows the updated laws and is able to keep me informed of appropriate deductions. Clean office and professional staff.
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April 2022 by Heather Dubow
Taxes are never easy or fun to deal with, but this group made me feel secure with their experience, knowledge, and the care they took to make sure I received the best possible service. I would highly recommend using them for any tax needs.
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April 2021 by Lauren K.
Got more done in an hour with Andrés' help than I had done in a year of trying to figure out issues on my own. They saved me money with their thorough understanding of the quickly changing pandemic tax laws. Every person I encountered in their office was thorough, knowledgeable, professional, and also just REALLY nice. Highly recommend.
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April 2021 by Rita H.
I highly endose Perez & Montanez for tax and accountant services. We help my in-laws every year with tax returns; Perez & Montanez are responsive to any questions and they really care about their clients. Thank you Perez & Montanez!
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November 2020 by Dandelion Penrose
I was incredibly happy with the service I had, Andres helpped me out alot and i can't give enough stars, 100% recommend to anyone looking for tax help.
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November 2020 by Sarah Fontaine
I first began using Perez and Montanez for taxes for my non-profit, Fontaine Foundation. It was such a great experience that when it came time for my personal taxes to be done we switched over. Not only did Andres give us valuable information about our tax situation and the best way to manage what we owed, he also went out of his way to keep us updated on how Covid would impact our situation. He made sure we knew that we needed to input our banking information in order to receive the stimulus payment. I recently started my own business and am already going to have him manage all my books for that as well. I highly recommend Perez and Montanez for all your tax, accounting and payroll needs.
