Montalvo Tax

"Peter was great. He is quick and friendly. His office is very comfortable and his two little dogs were a pleasant surprise. I highly recommend Montalvo taxes. The receptionist was a pleasure to talk too, overall a really good experience."

"Matters of finance tend to make me nervous, especially when trying to handle family business. Peter's delightful manner and extensive knowledge were just the right touch in making me feel relaxed and self assured. Peter had originally helped me with my mother's taxes and I was so impressed with him that I will continue to use his services moving forward. He is very easy to talk to and, with his expertise, I feel like I am handling our financial affairs properly and with confidence. He responds quickly to inquiries, which is very important to me. As a bonus, the office has the CUTEST little dogs lounging about! His receptionist was extremely pleasant as well. I'm so glad I found Montalvo Tax."

"My husband and I are fairly new clients at Montalvo Tax. We needed financial advice as we transitioned from working to retirement and Peter came highly recommended. Peter alleviated the stress we were having about a financially stable retirement. He is very professional, knowledgeable and friendly. We feel at ease with him managing our finances."

"My family and I have been clients of Peter for over 10 years. He has done an excellent job serving as our financial advisor. Peter managed my father's investments during his transition from working to retirement, and truly helped my father reach his goals for a financially stable retirement. I meet with Peter several times a year to review my investments and for tax preparation. He never rushes you, answers all your questions and can explain what investment products exist and will be profitable for you in a manner that is clear and understandable. My family and I wish we met him sooner! I would highly recommend!"

"For over 10 years Peter Montalvo has been both my accountant and financial advisor. As an independent contractor my tax returns are always different and Peter knows exactly what he is doing with them. I have always felt at ease with him managing my finances. He is continually looking for better options to increase my money and is always available for me if I have any questions with any of my accounts. I would highly recommend him to all! He is truly a professional and very knowledgeable."