• Home
  • ABOUT US
  • THE TEAM
  • SERVICES
    • TAX PREP
    • BUSINESS FORMATIONS
    • NOTARY PUBLIC
    • BOOKKEEPING/PAYROLL
  • RESOURCES
    • Track Your Refund
  • FAQ
  • Contact
  • More
    • Home
    • ABOUT US
    • THE TEAM
    • SERVICES
      • TAX PREP
      • BUSINESS FORMATIONS
      • NOTARY PUBLIC
      • BOOKKEEPING/PAYROLL
    • RESOURCES
      • Track Your Refund
    • FAQ
    • Contact

  • Home
  • ABOUT US
  • THE TEAM
  • SERVICES
    • TAX PREP
    • BUSINESS FORMATIONS
    • NOTARY PUBLIC
    • BOOKKEEPING/PAYROLL
  • RESOURCES
    • Track Your Refund
  • FAQ
  • Contact

The Team

Jackie Montoya - Founder

 

What started as a simple hobby has grown into something I truly love. Inspired by my mother, who used to help friends and family with their taxes, I decided to dive into the world of finance. What began as a way to lend a hand turned into a passion for helping people navigate their finances, save money, and achieve their goals.

Today, as the owner of A&M Financial Services, I bring over seven years of experience to the table, specializing in tax preparation, bookkeeping, payroll, and more. I’ve been fortunate to turn what I enjoy into a business that helps individuals and small businesses thrive.

Every client I work with is a reminder of why I started this journey: to make financial services approachable, reliable, and stress-free.

When I’m not working, I’m a wife and proud mom of three, balancing family life with a business that brings me so much joy. Thank you for trusting me to be part of your financial journey!

Copyright © 2025 A&M FINANCIAL SERVICES - All Rights Reserved.

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