0
Client Reviews
$1,000 - $15,000
Annual Fixed Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Bookkeeping
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ International Tax Services
✔ Tax Planning & Strategy
✔ Tax Preparation
✔ Advisory Services
Our Ideal Client Profile
My ideal client values premium tax services and seeks a CPA who is highly technical, proactive, and experienced in handling complex individual and business tax matters. They appreciate thoughtful planning, clear communication, and modern, efficient processes.
Transparent Pricing
Individual Tax Services
$1,000 - $15,000 Annual Fixed Fee
Compliance, Preparation, Planning & Consulting
Business Tax Services
$2,000 - $20,000 Annual Fixed Fee
Compliance, Preparation, Planning & Consulting
Russell Monteith CPA PLLC's Tech Stack
About Russell Monteith CPA PLLC
I am the founder of a tech-driven tax services firm based in New York City, serving small businesses and individuals across a wide range of industries. My client base includes professionals in finance, law, healthcare, technology, real estate, consulting, executives, and U.S. taxpayers with foreign or expatriate considerations.
I have been in the tax industry since 2013, with many years of experience at a boutique Manhattan CPA firm, where I specialized in complex tax compliance and strategic tax planning for high-net-worth individuals and their closely held businesses.
In addition to tax services, I provide automation and process-optimization solutions for businesses seeking to improve efficiency and reduce operational friction. With formal training as a software engineer, I bring a unique blend of technical expertise and tax knowledge to deliver modern, streamlined solutions for today’s businesses.
I have been in the tax industry since 2013, with many years of experience at a boutique Manhattan CPA firm, where I specialized in complex tax compliance and strategic tax planning for high-net-worth individuals and their closely held businesses.
In addition to tax services, I provide automation and process-optimization solutions for businesses seeking to improve efficiency and reduce operational friction. With formal training as a software engineer, I bring a unique blend of technical expertise and tax knowledge to deliver modern, streamlined solutions for today’s businesses.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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