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Montalvo Tax

4722 Sunrise Hwy Suite E
Massapequa Park, NY 11762

Phone:

516-590-3540

Fax:

516-590-3543

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to Montalvo Tax

Committed to Helping You Achieve the Highest Return on Your Investment
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Will you be able to afford nursing home care?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck