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Your Local Tax Return Professionals

We take the stress and anxiety out of tax preparation! With over 40 years experience, our tax return specialists have the knowledge and expertise to file your taxes quickly and accurately.

Known for our customer service and our affordable rates. Going above and beyond is what separates us from the rest! We specialize in Personal and Business Tax Returns, Bookkeeping, Payroll and New Business start-up services.

Centrally located in Schenectady NY and easy to find, we offer convenient hours by appointment, in person, over the phone or by video. We also offer contactless services, and walk-ins are always welcome!

Tax Preparation

Our #1 priority is to make your tax return quick and easy.

  • Individual Tax Returns
    • Filing your 1040 has never been easier. Safe. Secure. Done! We will also file your state and local tax returns — regardless of which state you are in.
  • Business Tax Returns
    • Let us maximize your returns and get you the money you deserve. Make filing your Schedule C and Schedule E quick and easy.
  • Partnership Returns
    • Have a partnership or LLC that needs to be filed? Let us handle your 1065 returns and complete your business returns.
  • Corporate Returns
    • Need your 1120 or 1120S corporate returns filed? Multi-state? No problem! Contact us today for more information.
  • Estate & Trust Return
    • Make filing your 1041 easy! Let us help you maximize your returns.

Other Services

You can trust us to make things easier on you.

  • Payroll Services
    • Weekly/Quarterly payroll forms 941 & NY45 and annual reporting forms 940, 944, W-3s, W-2s & 1099s.
  • Bookkeeping Services
    • Let us help you with all levels of service for weekly, monthly, or annual bookkeeping.
  • Business Start-Ups
    • Have questions about a new business? Stop by for a consultation to discuss your needs. We will help you file the appropriate forms to get you started.
  • Other Miscellaneous Services
    • DBA, Incorporation, Federal ID#, State ID#, Sales Tax #, and Payroll Registration

Get to Know Us

Joseph J. Montone & Co. has been in business for over 40 years in Schenectady, NY. Joe is a longtime resident of Schenectady and has many great clients and friends in the area.

He graduated from Hudson Valley Community College in Troy, continued his education at Bentley University where he earned his B.S. in Accounting before returing to NY.

There are hundreds of clients that have been with us from the beginning. Our knowledge of tax laws allows us to answer every question you may have and maximize your return.

Contact us today, you’ll be happy you did!

Testimonials

Carol & Ray Dethorne

“We’ve used Joseph J Montone & Co. for our tax preparation for many years. Their staff is always friendly and willing to help whenever we call. Getting your taxes done can get very stressful, but when we got them done by Joe and his staff, we’ve only experienced a stress-free process. We’re confident that Joe is always aware of new tax regulations — both state and federal. Thanks for your patience every year, Joe!”

Dr. and Mrs. John Hackett

“Joe Montone has been our tax guy for at least 38 years! Our first visit was in our home around the kitchen table. We did our taxes, solved our problems and then talked about family vacations and world issues. As Joe's business grew, we left our kitchen table and went to his office. Joe never changed. It was always business first and conversation after. He loves talking about his family. Joe has always been there for us and is never too busy to help with any of our problems.”

Mike Mango, Owner of Car Essentials

“We’ve been in business for 27 years. During that time, Joseph J. Montone & Co. has provided us with great service. He helped us with business startup, accounting, business plans and personal tax prep. We’re very satisfied and would recommend this company to everyone for both business and personal services.”

Ryan and Nicole Falzo

“Joe is an excellent tax advisor who knows the ins and outs of tax laws. He’ll make sure you and your family are taken care of properly.”

Tony Marturano

“I’ve been getting my taxes done with Joe Montone for years! After a few bad experiences with other companies, Joe was a refreshing change of pace. Joe is always efficient with the paperwork and takes the time to make sure nothing was missed and that I fully understand the process. I highly recommend Montone & Co. to anyone looking to get their taxes done right and at a very reasonable rate.”

Anne Moon

“Joe has been preparing my taxes for longer than I can remember! He is a personable man that greets you with a smile on his face. Joe is easy to talk to, and is always looking for better ways to serve his clients, is extremely knowledgable and current on tax laws/regulations. I have great confidence in Joe, and would highly recommend him!”