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About the firm

Anchored in precision since day one.

Montauk Tax Strategy & Accounting was founded on a simple idea: clients deserve an advisor who treats their finances with fiduciary care.

Our story

Independent, credentialed and deliberately small.

We keep our client roster intentionally limited so every engagement receives senior attention. Our team combines CPA, EA and full-charge bookkeeping experience across hospitality, real estate, medical practices and family wealth.

The Montauk standard
Built into every engagement, at every tier
  • Credentialed tax and accounting professionals
  • Year-round availability
  • Security aligned to IRS Publication 4557

Bring clarity to your next tax year.

Book a confidential consultation. We will review where you are, where you are headed, and the decisions that matter most before year-end.