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About
Very experienced with income tax preparation and bookkeeping services. Make the process easy and enjoyable. Not only do I make sure that you are in compliance but I look to make certain you receive all of the tax savings that you are entitled to.
Focus on several industries including insurance, real estate, financial services, medical, consulting and consumer products.
We're proud to have won both Thumbtack's Best of 2015, 2016, and 2017 awards thanks to our outstanding reviews. See what customers are saying on our Thumbtack page.
I enjoy meeting new people and helping them with their tax and accounting needs.
Overview
Hired 141 times
Background checked
License verified
1 employee
27 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, and Venmo.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2023
2019
2018
2017
2016
Credentials
License verified
CPA – Certified Public Accountant
License state: NY
Background checked
Passed by David Montague on Jun 16, 2021.
Services offered
Employment status
Customer is not self-employed
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Excellent 4.9
86 reviews
5
96%
4
1%
3
0%
2
1%
1
2%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Brant K.
Mar 18, 2026
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Hired on Thumbtack
Responsive, professional and knowledgable. David helped answer all of my questions and completed my corporate tax filings very quickly.
Individual Tax Preparation
Delroy S.
Mar 13, 2026
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Hired on Thumbtack
The service to have my taxes filed was pretty quick. David was very responsive & helpful throughout the process.
Individual Tax Preparation
Nona b.
Aug 13, 2016
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Hired on Thumbtack
Did an amazing and thorough job completing my late taxes and started them immediately as I needed them asap. Called right away and was extremely efficient and curteous. I will call him again and would highly recommend for taxpreparation.
Individual Tax Preparation
Michelle M.
Dec 20, 2022
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Hired on Thumbtack
We are very glad to have found David as our new CPA. He is very easy to work with and responsive! He gets paperwork done quickly and has answered our many questions. He did an excellent job reviewing our previous years taxes and found errors that were unknown to us. We look forward to working with him. We would highly recommend!
Accounting
Jacqueline W.
Apr 9, 2015
•
Hired on Thumbtack
David did my taxes this year. I found him to be available, efficient and very knowledgeable. He did an excellent job on my taxes, was able to give me great advice and was generally very pleasant to work with. David will definitely be doing my taxes again next year--and managing any tax-related issues I may have. I highly recommend him.
Individual Tax Preparation
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I typically charge more than other providers on thumbtack. I provide a more value added service identifying tax savings and providing faster response time than most.
Bookkeeping monthly rates are usually determined by the amount of monthly transactions and the number of bank/credit card accounts required to be reconciled.
What is your typical process for working with a new customer?
When I start working with a new client, I like to review the prior year tax returns to understand what is involved to provide a firm estimate for my services and to see if there are any tax savings that I can identify.
What education and/or training do you have that relates to your work?
I maintain my NYS CPA license by completing the annual required education credits which is mandated by New York State.
