Montoya Baylis

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Meridian H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

SpecialtiesDon't put off securing a positive financial future. Contact Dianne Singley, CPA, PA for proactive advice and great Meridian, MS Accounting. Give us a call.