• Why Should We Choose Mountain Tax Services?

Work with us if you want a professional service that: provides responsive communication during tax season and any time of the year; communicates clearly and quickly; provides tax withholding advice twice per year at no extra charge to existing clients; helps you understand your taxes in a down-to-earth way; is super easy to work with; and has over one dozen separate options for form/document transmittal and communication.

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 We have particular experience with a wide range of common and uncommon tax situations: wage income, contract and royalty income, investment income, business income and expenses, itemized deductions (housing and medical, as well as charity, takebacks, losses, and others), retirement situations, educational credits, child and dependent care tax credits, Earned Income Tax Credits, Net Premium Credits, student loan interest deductions, and dozens more.  We also complete multi-state returns and provide expert guidance for complex tax situations (selling a house, rental income, household help/nanny, amortization and depreciation, etc). 

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Payment

• What forms of payment do you accept?

  We accept cash, check, major credit cards (Visa, Mastercard, American Express, and Discover), and PayPal.  Depending on the situation, we may institute a payment plan with monthly or quarterly payments.  We align invoices with refunds when applicable, so generally our clients are not billed until refunds are issued.

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Location

• Where are you located?

  Mountain Tax has home offices in Danville, Illinois, Wilmington, Delaware, and work space in Bozeman, Butte, Helena, and Great Falls, Montana.  We are able to operate through internet media all across the world, and have provided worldwide Skype/Zoom sessions including to ex-pats in U.K., Germany, Virgin Islands, U.A.E., and India among others.  We have filed and e-filed taxes in most states, including Pennsylvania, New York, Vermont, Delaware, New Jersey, California, South Carolina, Illinois, Minnesota, Wisconsin, and Washington, DC. and 24 others.

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Tax Forms

• How Can I/We Provide Tax Forms To You?

  Our clients use many methods to provide us their tax forms.  Many clients e-mail their documents as files (email: taxhelp@mountaintaxservices.com), some fax them to us.  A few mail forms or USBs with files/documents (Mountain Tax, 1411 N Logan Ave, Danville, IL, 61832). We've used a few online file sharing programs with clients. We can provide access for you to upload your forms on our secure website (just send as an e-mail request). We have a handful who send us pictures of their forms via text (406.490.1664).  We have retrieved client files from platforms logging into certain branded tax software accounts.  Clients near the Wilmington/Philadelphia area or in Montana or Illinois may make appointments to come into one of our office spaces.  In Montana we pick up in Butte, Bozeman, Helena, Great Falls and Missoula and most points in that area.  All of the above work for us--and if there is something that isn't listed that works for you, we can probably make that work, too!

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Response Times

• When will I/we hear from you? How long will it take.

During the tax season (January 15 - April 15), we will respond fully to all messages daily.  New client returns are routinely completed, verified by the customer, and electronically filed within 12-24 hours after receiving all pertinent tax information;  returning clients receive **faster** expedited service.  We stay in communication with our clients through acceptance of returns and/or refunds are processed.  After tax season, new clients can expect to hear back from us within 48 hours (but usually faster) and clients within a day.  

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