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Friday, January 20 2017 @ 06:53 AM EST

Montgomery Insurance and Investments Agency News

Montgomery Insurance and Investments Agency, Inc. wants to remind everyone that they now offer Tax Preparation services for individuals and small businesses.  This is the second year for the Agency’s Tax Preparation division and they want to ensure all existing clients and prospective new clients are aware of this very important new service.  “For over 10 years now, accounting firms have extended their product line to encompass financial service.  As a financial service and insurance agency it is only logical for us to offer tax services!” commented Scott House, CPA and Tax Department Manager for Montgomery Insurance and Investments.


Scott provides more than just information.  He has a true passion for what he does and the additional service the agency now offers to the Jamestown, Xenia and area communities through their two downtown office locations in Jamestown and Xenia.  House has been serving people during tax season since the late 1960’s, while he was still in college.  He became a Certified Public Accountant in 1973 and has experienced many changes to the tax laws and regulations during his 40 plus years in the business.  To help keep up on all the changes, Scott is required to take 40 hours of continuing education each year which enables him to provide the most up-to-date and thorough tax service possible. 

In today’s world a tax payer has many different choices of how they can prepare their federal, state and local government and school district returns.  What the tax payer may not know is how many different ways a seemingly straightforward situation, such as an education deduction, can be reported on their tax return and how each way of reporting it may affect their tax balance or refund.  In these situations, Scott and his assistant, Debbie Thompson, analyze and review all appropriate scenarios ensuring your final filing will result in the least amount of tax.  Scott encourages meeting with him throughout the year to assess your “tax health” for the next filing period and not just at tax time.  In addition to tax services, additional accounting and bookkeeping services are provided for small businesses and organizations at competitive fees. 

Eric Montgomery, Executive Vice-President, commented “Having an in-house CPA and tax professional allows our sales and service staff to review tax situations and scenarios for investment and health insurance clients as well.  This allows our staff to provide the best options and recommendations to our clients that include tax benefits and consequences.”  This additional service extends not only the products and services offered by Montgomery Insurance and Investments, which already included personal, business, farm, individual health, life and disability insurance, financial services, and employee benefit and wellness programming for businesses, but it is also builds upon the family oriented values the owners, both past and present, have continually tried to build upon.  “We want to be a trusted advisor for our clients in all areas of their lives.  We want to partner with them so they are prepared and protected for all things that may come their way personally and professionally,” added Brad Montgomery, President. 

In the event local, professional tax service and expertise is not enough for you.  Montgomery Insurance and Investments is also offering various discounts, referral bonuses and an opportunity to win a 43 inch flat screen TV for anyone that has their tax return prepared by their firm.  These incentives are yet another reason this is not just another insurance agency!  Contact Scott House or any of the professionals at Montgomery Insurance and Investments at (937) 675-9321 or (937)372-7646.

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