Rooted in Community. Driven by Family
Reliable Tax Preparation in Philadelphia & Norristown
Since 2004, Montano Insurance has provided expert tax preparation services with the personal touch of a family business. We handle the paperwork so you can focus on what matters most.
What's Included in Our Tax Help
Accurate, and professional tax preparation services for individuals and small businesses.
Electronic filing.
Individual Filing
Accurate federal, state, and local income tax filing to ensure you get every deduction and credit you deserve.
ITIN Requests
Expert assistance with Individual Taxpayer Identification Number (ITIN) applications and renewals for you and the family.
Small Business Prep
Comprehensive support for local small businesses to handle their annual tax filing with total peace of mind.
Be Prepared
To help us prepare your taxes accurately and efficiently, please bring the following documents with you:
- Valid government-issued photo ID (Driver's License or Passport)
- Social Security cards or ITIN letters for all family members
- Income statements: W-2s, 1099-NEC, 1099-MISC, or 1099-K
- Documentation of expenses or business receipts for self-employed individuals
- Previous year's tax return (if available)
- Proof of health insurance or 1095 forms
- Dependent's birth certificate and school enrollment verification (if attending school)
Visit Us or Contact Us for Tax Help
Philadelphia
4282 Frankford Ave.
Philadelphia, PA 19124
(215) 289-6154
(215) 289-6155
Norristown
528 DeKalb St.
Norristown, PA 19401
(610) 275-9110
damaris@montanoinsurance.com
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