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    Shields Tax & CPA

    3.6 (8 reviews)
    Closed 9:00 am - 5:00 pm

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    Services - Shields Tax & CPA

    Accountants

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    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Paul Montague Tax Preparation

    Paul Montague Tax Preparation

    5.0
    (5 reviews)

    I've been using TurboTax for as long as I can remember. This year I had a unique financial…read moresituation, so I decided to hire somebody who could lessen the degree to which I got screwed on my taxes. Paul was perfect for me. I did not want to drive up to Vancouver. So we did everything by phone/zoom & electronically. Here is his process: I called Paul at a designated time, and we chatted for a bit. He then asked me some questions, and directed me to his online platform. Paul's tax prep "organizer" is awesome. Many of the same questions from our phone call were reiterated and then documentation for my answers requested immediately below. It made the process easy to understand and I could do it in bite-sized chunks. There is also a spot just to the right where you can see the full array of everything you've loaded so you don't have to scroll and peck to discover if you remembered to load a particular document. After I finished, I notified him and he came back with information that enabled me to save more on my return. Actually, that one piece of info ended up saving me a lot. Our wrap up zoom conversation was instructive and pleasant. Paul has the heart of a teacher, and he took me through the process step by step so I could see how all the calculations panned out. He also gave me information that will help for next year. I totally loved working with him and will absolutely recommend him to my friends.

    I can not speak highly enough about the work Paul did for me this year…read more This was my first time working with Paul. Normally I do my own taxes, but It was a very complicated return for us. Paul was extremely informative about the tax codes associated to our needs and helped us navigate our returns very smoothly. He was an absolute pleasure to work with regarding our return. very professional , yet very personable as well. Thank You Paul! Highly Recommend.....

    Shields Tax & CPA - accountants - Updated July 2026

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