Business Details
25 Years
experience
Expert Tax Preparation Services in Chilliwack, BC
Monty's Income Tax Service has been providing professional tax preparation expertise since 2001, built on 46 years of collective industry experience. Our Chilliwack-based team specializes in Canadian income tax filings, disability tax benefits, and small business bookkeeping while serving clients across the Fraser Valley. We prioritize personalized service through student/senior discounts, pickup/drop-off options, and year-round support beyond traditional tax seasons. Our qualifications include H&R Block Tax Service Specialist certification, Sage 50 and QuickBooks expertise, and a Bachelor of Commerce degree. We maintain a client-centric approach that maximizes returns through comprehensive understanding of evolving tax regulations and benefit programs.Our reputation for accuracy and reliability has been established through two decades of word-of-mouth referrals from satisfied individuals and businesses. We offer specialized assistance with back-year filings, T1 adjustments, and complex scenarios involving rental properties, home-based businesses, and cross-border tax obligations. Our team maintains deep familiarity with CRA processes and documentation requirements to ensure compliance while optimizing tax outcomes. We provide transparent communication throughout the filing process, from initial consultation to final e-filing confirmation. Our commitment to accessibility includes tailored support for seniors and persons with disabilities within Greater Chilliwack and Sardis.
Services
Canadian Income Tax
USA Tax Crossover
Bookkeeping Services
Employee Benefit Plans
Disability Tax Assistance
Details
- Year established: 2001
Highlights and features
- 46 years of combined tax preparation expertise
- Specialized knowledge of disability tax benefits
- Year-round support beyond traditional tax seasons
- Tailored assistance for seniors and persons with disabilities
- Proven track record of client satisfaction through referrals
Associations and certifications
- H&R Block Tax Service Specialist
- Sage 50 Certified
- QuickBooks BookKeeper
Services
Canadian Income Tax
Comprehensive preparation of Canadian income tax returns including T1 General, T1 Adjustments, and specialized forms. Expert handling of rental properties, home-based businesses, and complex deductions. Our team ensures compliance while maximizing available benefits and credits.
USA Tax Crossover
Specialized services for US-Canada tax obligations including property sales over $100,000, 1042-S forms, and US Social Security pensions. We navigate cross-border tax treaties and reporting requirements to ensure compliance with both countries' regulations.
Bookkeeping Services
Full-cycle bookkeeping for home-based businesses including payroll processing and T4 summaries. Our certified professionals maintain accurate financial records using Sage 50 and QuickBooks software to support business growth and tax compliance.
Employee Benefit Plans
Administration and oversight of employee benefit plans for small businesses. We ensure proper implementation and compliance with tax regulations while optimizing benefits structures to support both employers and employees.
Disability Tax Assistance
Specialized tax services for persons with disabilities including disability tax credit applications and benefit maximization. Our team provides pickup/drop-off services within Greater Chilliwack and Sardis to ensure accessible tax preparation support.
People
Lona
Owner/Operator
T1 General tax specialist with expertise in student and disability information. Primary contact for seniors and disabled clients requiring pickup/drop-off services. Manages day-to-day operations and client relations.
Monty
Namesake
Business namesake and beloved figure who operated the company from 2001-2016. Known for his friendly approach and commitment to community service. Remembered daily by the team.
Bruce
Tax Specialist
Experienced T1 General tax preparer with specialization in home-based businesses, farming, rental properties, and contractor tax scenarios. Provides expert guidance on CCA claims and business-related tax matters.
Questions
What tax services do you specialize in?
We specialize in Canadian income tax returns, disability tax benefits, USA tax crossover filings, small business bookkeeping, and employee benefit plan administration.
How experienced is your team?
Our team has 46 years combined experience with certifications in H&R Block Tax Services, Sage 50, and QuickBooks. We've served Chilliwack since 2001.
Do you offer special assistance options?
Yes, we provide pickup/drop-off services for seniors and persons with disabilities within Greater Chilliwack and Sardis, plus student/senior discounts.
What areas do you serve?
We operate from Chilliwack and serve clients in Abbotsford, Mission, Sardis, Harrison, and Hope areas with both in-office and remote support.
Can you help with CRA audits?
Yes, our team provides audit support and documentation assistance to help clients navigate CRA inquiries and ensure proper representation.
Do you offer year-round support?
We provide tax guidance and assistance throughout the year, not just during tax season, including help with documentation and CRA correspondence.
