Meet Our Team

Experienced professionals dedicated to your finacial success

Rebecca Montes Owner & Principal

Lisa Montes Tax Preparer

Ariana Williams Tax Preparer

Troy Henderson Office Manager

Troy ensures smooth operations and exceptional client service by managing schedules, tax preparation assistance and coordinating team efforts to serve you efficiently and effectively.

A skilled tax professional specializing in personal and small business returns, Lisa brings precision and care to every care engagement.

Ariana's expertise in complex tax situations helps clients navigate challenging tax scenarios with confidence and clarity.

With 35 years of experience in tax preparation and bookkeeping. I offer comprehensive financial services tailored to both individuals and businesses. I specialize in accurate, compliant personal and business tax returns, as well as dependable bookkeeping that helps clients understand and control their finances year- round.

My services also include tax planning, IRS representation, Offers in Compromise, and strategic tax advice. Whether you're looking to resolve tax issues or plan ahead, I provide trusted guidance built on decades of real-word experience.