Business Details
25 Years
experience
Expert Tax Preparation Services in Chilliwack, BC
Established in 2001, Monty's Income Tax Service has built a reputation as a trusted, independent tax preparation provider in Chilliwack, British Columbia. Our team combines 46 years of collective experience with specialized expertise in Canadian and U.S. tax crossover issues, disability tax benefits, and small business accounting. We serve clients across the Fraser Valley, including Abbotsford, Mission, Sardis, Harrison, and Hope, offering personalized support that extends beyond tax season. Our approach prioritizes maximizing client returns through meticulous attention to evolving tax regulations while maintaining a client-first philosophy. We specialize in T1 general filings, back-year adjustments, home-based business tax strategies, and employee benefit plan administration.Our qualifications include H&R Block Tax Service Specialist certification, Sage 50 and QuickBooks expertise, and a Bachelor of Commerce degree. We provide student and senior discounts, along with pickup/drop-off services for eligible clients in Greater Chilliwack and Sardis. Our commitment to transparency ensures clients receive clear guidance during audits or complex tax situations. Through word-of-mouth growth, we've maintained a loyal client base that values our professional integrity and community-focused service model.
Services
Canadian Income Tax
U.S. Tax Crossover
Bookkeeping & Payroll
Employee Benefit Plans
Disability Tax Assistance
Back Years Tax Filing
T1 Adjustments
Home-Based Business Tax
Rental Activities
Senior Tax Services
Details
- Year established: 2001
Highlights and features
- We offer 46 years of combined tax preparation expertise
- Our team holds specialized certifications in accounting software
- We provide personalized audit support beyond tax season
- Student and senior discounts demonstrate community commitment
- We offer pickup/drop-off services for eligible clients
Associations and certifications
- H&R Block Tax Service Specialist
- Sage 50 Certified
- QuickBooks BookKeeper
Services
Canadian Income Tax
We prepare and file Canadian T1 personal tax returns, including complex forms like T2042 and T2125. Our expertise covers disability tax credits, rental income reporting, and home-based business deductions. We ensure compliance with current CRA regulations while maximizing eligible refunds.
U.S. Tax Crossover
We handle U.S. tax obligations for Canadian residents with U.S. property sales over $100,000 or U.S. Social Security pensions. Our service includes preparing 1042-S forms and navigating tax treaty implications to prevent double taxation while maintaining compliance with both countries' regulations.
Bookkeeping & Payroll
We manage full-cycle bookkeeping for home-based businesses, including T4 payroll summaries and employee benefit plan administration. Our services ensure accurate financial records and timely CRA remittances, using certified Sage 50 and QuickBooks systems to maintain precise business financials.
Disability Tax Assistance
We specialize in maximizing disability-related tax benefits, including the Disability Tax Credit and related provincial credits. Our process involves identifying qualifying expenses, completing required forms, and providing documentation support to ensure clients receive all eligible refunds and benefits.
Back Years Tax Filing
We resolve past-due tax returns for individuals and businesses, addressing CRA compliance issues while recovering potential refunds. Our service includes gathering historical records, preparing accurate retroactive filings, and negotiating with the CRA to minimize penalties for late submissions.
People
Lona
Owner/Operator
Certified T1 General specialist with expertise in student and disability tax matters. Key contact for senior and disabled clients requiring pickup/drop-off services. Manages daily operations and client consultations at Monty's Chilliwack office.
Bruce
Tax Specialist
Experienced in home-based business tax strategies, farming activities, rental properties, and CCA claims. Provides bookkeeping services since 2020 expansion. Specializes in complex T1 filings and long-haul trucking tax considerations for Monty's clients.
Questions
What tax services do you specialize in?
We specialize in Canadian T1 filings, U.S. tax crossover issues, disability tax benefits, back-year adjustments, and small business accounting services.
Do you serve clients outside Chilliwack?
Yes, we serve clients in Abbotsford, Mission, Sardis, Harrison, and Hope through in-person visits and remote support options.
What experience does your team have?
Our team has 46 combined years of experience with certifications in H&R Block Tax Services, Sage 50, and QuickBooks, plus a Bachelor of Commerce degree.
Do you offer special pricing for seniors or students?
Yes, we provide student and senior discounts, along with pickup/drop-off services for eligible clients in Greater Chilliwack and Sardis.
How do you handle audit support?
We provide comprehensive audit assistance, including document preparation and representation during CRA audits, available year-round.
Reviews (5)
Helen Twentyman
Apr 19, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Excellent service! Was thorough and completely everything very quickly for a very competitive price. Super knowledgeable and explained everything clearly. Highly recommended!
Excellent service! Was thorough and completely everything very quickly for a very competitive price. Super knowledgeable and explained everything clearly. Highly recommended!
V. Hildebrand
Apr 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Was very pleased with this company and would highly recommend them. They were professional and communication was handled in a timely manner. Was also pleased that they offer a seniors rate.
Was very pleased with this company and would highly recommend them. They were professional and communication was handled in a timely manner. Was also pleased that they offer a seniors rate.
Carla D.
Feb 21, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I've been using Montys for my taxes for the last several years. I'm always happy with my service. They are very detailed and professional. Highly recommend this service for anybody .
I've been using Montys for my taxes for the last several years. I'm always happy with my service. They are very detailed and professional. Highly recommend this service for anybody .
Stephanie Robinson
Feb 14, 2021
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This year was our first year doing taxes with Montys Invome Tax Service. We needed a lot of help with our business and personal taxes. Not only were they patient with all our questions but they were helpful and exceeded all expectations. I would highly recommend their services to anyone. Thank you so much!
Mike Hawley
Jan 14, 2021
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We have used Montys for a number of years now. Our kids and other relatives now use them as well. Bruce is very professional and answers all your questions. Your taxes are done very promptly and they even pick up and deliver. Great service and very good value for your money. Great job Montys!!!!
Mike & Sherry Hawley
Mike & Sherry Hawley
