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Torrance, CA

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Premier Tax Solutions

5.0 (1 review)
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Services - Premier Tax Solutions

Audit and conflict resolution support

Current year tax preparation and filing

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9 years ago

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I first worked with Nick when my father's trust needed revamping. He was going into hospice so I…read moreneeded things done ASAP and Nick and his team were able to get things done in time. 4 years later, after learning a lot of intricacies that surfaced while updating my father's trust (like how my disabled sister would be better off having a Special Needs Trust created for her to receive her inheritance), I decided to update my own personal trust that I created with another attorney a decade ago. What I appreciated most about Nick Montalto, is that he's detailed in his explanation but not in a way that the average layman wouldn't understand it. I also appreciate that even though he's a practicing attorney, he was also a CPA at one time which means he has a broader understanding of the tax implication that most estate attorneys do not necessarily have. His making your Advanced Healthcare Directives available in a portable USB drive or "credit card" drive to carry with you at all times is a proactive and potentially life-saving measure that most attorneys don't even think of. Sandy, his paralegal is also great in assisting with the less than complex questions for those times Nick isn't available. I will continue to recommend Nick and his team to anyone who wants superlative customer service and the confidence that their estate planning is in competent and capable hands. Thank you again Nick & Sandy for all your assistance all these years.

A little late on my review but this business deserves its flowers. I was looking for a living trust…read morefor my parents and for help with another legal matter and happened to come accross Sanders & Montalto which had very good reviews already. I called and scheduled a consultation with Nicholas a few weeks after. From the initial consultation, we knew we had found the right company. My parents are spanish speaking and speak very little english. Nicholas had the patience and knowledge to make sure my parents felt comfortable and understood everything before agreeing and proceeding. Nicholas was able to answer all their questions and concerns and set my parents up with their living trust. We are beyond happy to have found this company and will definitely be using them again in the future!

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I got a call from Alec by looking through Dave Ramsey's website and putting my info…read more He called me about only a few minutes after signing up and made an appointment to talk. He asked me some questions regarding my current situations and asked me about my goals and what I would like to take away from speaking to him. Let me tell you, I took a lot of new information and an actual idea of what is the next step I need to take to reach my goals. He was very clear and informative about explaining certain things that I'm not familiar with and made sure I understood the steps I would need to take to be successful in reaching my goals. I know the call was only suppose to be like 5 minutes but I know for sure he had put more time talking to me than that just to make sure I understood everything. He's very helpful, very professional and very knowledgeable. Talking to him was definitely a great push for me to head to the right path.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Premier Tax Solutions - taxlaw - Updated October 2026

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