Reviews

We have been a client of Montini & CO financial planning practice for a handful of years now. We could not be happier. Marc is always quick to return calls and addresses any and all questions or concerns we have. Trust them 100% you should as well.

Marc and his associates do an awesome job in completing my taxes. The rates charged are very reasonable. Marc always reaches out to me when I have specific questions. Marc has been doing my taxes for over four years. I hope to have him complete my taxes for the next twenty years!

Marc is very professional. His plan has helped us with our retirement. I would recommend his services.

Marc is a great financial consultant for taxes and planning for retirement. He has given me the impression that he is a man of great integrity that knows what he is doing and can be trusted. This is is truly a rare trait that is not easy to find.

Excellent financial advisor/tax preparer. Everyone in his office is super friendly, efficient and knowledgeable.

Mark and team were very helpful throughout the years with our finances. They were always available to answer questions and send money quickly when we needed it. We were very happy to work with Mark, Samantha and team.

Superior tax and investment assistance. Marc’s attention to detail is excellent He keeps us informed about our investment portfolio and provides a personal experience.

Based on the comments I was prepared to be dealing with thieves but my experience was quite the opposite. I spoke with Bill Eisen and he couldn't have been more pleasant, professional and understanding about my case. At this point it has been a blessing that this situation was sent to them and I am pleased with their professionalism and work ethic on my behalf.

I feel SO very fortunate for having found Craig to represent me. From start to finish he helped me navigate through my extremely stressful case. Craig is not only a stellar attorney but he is truly a kind, caring human being. He had my back every step of the way and was available 24/7 which was amazing. He was able to bring about an outcome to my case that I didn't believe was possible! I wish that every person facing legal issues could have Craig on their side. I will be forever grateful to him!

I had my taxes prepared at Montini Tax Advisory because they had a deal for seniors. I recently had been awarded SSI. The “CPA” who prepared them said I owed $2500. I paid that. She forgot a major issue so instead of owing $2500, I get a letter from IRS that something was not calculated. I took it back to Montini and they amended it. Told me I now owed $5000. I again get a letter from IRS that they recalculated my taxes and I now owed $8600. I called to Montini to be informed that the “CPA” that did my taxes was no longer with their firm. I would have to pay $250 per Hour to talk to their new CPA. I have fees and interest of almost $200 from April. When I was originally told I owed $2500 and paid it. After I called 3 times. I got a phone message from the owner Marc. He said that I had an income so I owe taxes. Sounded like he thought I was stupid. I do not appreciate his condescending attitude. I have worked all my life and I get the whole income and tax process. I have never made enough that I have ever owed IRS. Because SSI had to pay me back 4 years of benefits, I had to claim all 4 years as income for 2018. I have never made that much working in a year ever. I checked the Arizona Board of Accountancy and that “CPA” does not come up in their directory, so apparently she wasn’t a CPA at all. Unless you have money, you don’t matter to them. I worked all my life, ended up getting cancer and can’t work, now live on disability, so I don’t have a nest egg for them to advise me on, so I’m on my own. Including $200 of fees and interest because they messed my taxes up so badly.

Very helpful, and fought hard for my case highly recommended