Personalized tax preparation for individuals and small businesses in Chicago. We handle the details so you can keep what you've earned.
W-2 income, investments, rental properties, and complex situations — we prepare accurate returns that maximize your refund.
Sole proprietorships, LLCs, and partnerships — from quarterly estimates to year-end filing, we keep your business compliant.
Audits, notices, or disputes — we communicate with the IRS on your behalf and work toward the best possible outcome.
New to business ownership? We help with Employer Identification Numbers, business structure guidance, and startup paperwork.
Understand your refund options and get guidance on timing, direct deposit, and avoiding unnecessary fees.
Tax season doesn't end in April. We offer ongoing support throughout the year for life changes, deductions, and planning.
Bertha R Montelongo Tax Services has been serving the Chicago community for over a decade, helping individuals and small business owners navigate the complexities of the tax code with confidence.
Located on West 48th Street, we understand the unique financial landscapes of Chicago residents — from homeowners and renters to self-employed professionals and small business operators. Every return we prepare is reviewed carefully, with attention to every deduction and credit you may qualify for.
We believe taxes shouldn't be a source of stress. Our approach is straightforward: listen to your situation, explain your options clearly, and deliver accurate results — year after year.
"Your financial peace of mind is our priority."
You work directly with Bertha — no call centers, no generic software, no surprises.
We file on time, every time, with thorough reviews to catch errors before the IRS does.
Clear pricing with no hidden fees. You'll know exactly what your return costs before we begin.
Conveniently located in Chicago — walk in or call to schedule your appointment.
Whether it's your first time filing or you need help with a complex situation, we're here to help. Reach out to schedule your appointment.
Don't leave money on the table — let's make this year's taxes work for you.
Call (773) 247-2395