Jane F.
9/10/2015
Monty helped me sort through some complicated tax issues. He was patient with my questions, clearly explaining the steps necessary to complete my taxes. He completed all of the work in a timely...
Monty Lee, EA
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(7)
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1654 Solano Ave Ste A
Berkeley, CA 94707
Specialties
We specialize in Federal and state tax consulting and preparation for individuals, small businesses, real estate investors, corporations, partnerships, tax-exempt entities, and trusts and estates. ** By appointment only, please email, call or visit the website. We are licensed by the IRS to represent taxpayers in matters relating to wage garnishments, collections, installment agreements, offers-in-compromise and audits. Our services also include general financial and business advisory.
Also at this address
Reviews
3.57 reviewsTony L.
6/26/2023
He doesn't have hair. But he's a good accountant and easy to work with. Need to type a bit more.
Jeanette M.
3/15/2022
Buyer beware. Make sure you ask up front what he charges for a simple 1040 non itemized form. Also hard to contact. Doesn't answer emails in a timely fashion.
Dawn M.
1/22/2020
We worked with Monty to file an amendment for my son's 1099 work and he was able to obtain a significant refund that wasn't so apparent on Turbo Tax. No difficulties whatsoever with...
Rebecca B.
1/12/2016
I absolutely agree with the other reviewers that Monty is friendly, approachable and an excellent listener; however, I would STRONGLY advise not hiring him. Last year I reached out to Monty in...
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