Tax preparation in Montgomery, AL
Montgomery (pop. 195,287) has 911 credentialed tax preparers — about 46.6 per 10,000 residents.
Credentialed preparers
911
181 CPAs · 26 EAs · 3 attorneys
Returns filed
83,730
IRS SOI, ZIP-level
Avg. AGI per return
$63,898
Avg. refund
$3,667
74% of returns get one
Self-employment share
20.6%
returns w/ Schedule C income
Use a paid preparer
48%
share of local returns
Free prep returns (VITA)
960
IRS-assisted filings
Need tax help in Montgomery?
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48% of Montgomery filers already use a paid preparer — see if it makes sense for you.
Tax services in Montgomery
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
| ZIP | Returns | Avg AGI | Avg Refund | Self-emp. | Paid preparer |
|---|---|---|---|---|---|
| 36117 | 22,930 | $85,886 | $3,594 | 20.5% | 49% |
| 36116 | 17,720 | $52,747 | $3,801 | 21.2% | 49% |
| 36109 | 10,810 | $54,837 | $3,062 | 18.5% | 44% |
| 36108 | 6,720 | $34,375 | $3,725 | 20.4% | 50% |
| 36106 | 6,350 | $88,143 | $3,622 | 22.8% | 49% |
| 36111 | 5,380 | $95,246 | $4,380 | 21.7% | 50% |
| 36110 | 4,210 | $33,633 | $3,976 | 19.7% | 49% |
| 36105 | 3,930 | $40,302 | $3,646 | 20.9% | 51% |
| 36107 | 2,680 | $33,997 | $3,519 | 20.1% | 46% |
| 36104 | 2,470 | $49,803 | $3,903 | 23.1% | 50% |
| 36113 | 290 | $79,410 | $3,612 | 0.0% | 24% |
| 36115 | 240 | $54,471 | $3,827 | 0.0% | 17% |
Credentialed preparers in Montgomery
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| CW Reliance &Co, | Other | 36116 | (334) 430-2508 |
| Valerie McGhee | Other | 36117 | — |
| Kade Accounting and Tax Services | Other · AFSP | 36116 | 3343957185 |
| Jackson Thornton & Co., P.C.site | CPA | 36101-0096 | 3348347660 |
| ON DEMAND TAXES | Other | 36116 | — |
| SNL Preferred Tax Consultants, LLC. | Other | 36116 | 4704182905 |
| Alloway Tax Service | Other | 36116-1172 | 3343065978 |
| Millers Tax Services | Other · AFSP | 36106 | 228-437-7093 |
| Warren Averett, LLCsite | CPA | 36104 | 334-271-2200 |
| WARES FERRY ACCOUNTING AND TAX SERVICE | CPA | 36117 | 334-409-5758 |
| Tahnesha L. Anyik | Other | 36107 | (614) 915-7942 |
| Bern, Butler, Capilouto & Massey, P.C. | Other | 36117 | 3342444100 |
FAQ
How many tax preparers are in Montgomery?
The IRS lists 911 credentialed tax preparers in Montgomery, AL — including 181 CPAs, 26 enrolled agents, and 3 tax attorneys.
What's the average tax refund in Montgomery?
Returns filed from Montgomery ZIP codes average a refund of $3,667, and roughly 74% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.