Face-to-face help in Angeles City & Makati for US veterans and expats. Monte handles the intake, screening, and document organization in person — your licensed US CPA partner handles the preparation, signing, and filing.
This optional segregated process ensures faster, error-free processing, full transparency, and clear options laid out so you make informed decisions. You can always skip the intake step and file with our US CPA partner directly.
Monte handles everything in-person at our Philippines offices before your return goes to the US.
Your organized documents go to our licensed US CPA partner firm for the regulated work.
Form 1040 including foreign income exclusions, credits, and offshore reporting requirements. Prepared and signed by licensed US CPA partner.
Document gathering, threshold screening, and filing coordination. Required if foreign accounts exceed $10,000 at any point in the year.
Support through Streamlined Filing Compliance Procedures for non-filers. Late return preparation to reduce penalties for non-willful cases.
Foreign Earned Income Exclusion and Foreign Tax Credit eligibility guidance. Maximize exclusions and minimize US tax liability.
Add a forensic pre-submission risk check to any filing. Bayesian + Monte Carlo audit risk modeling before your return is submitted.
Designed for veterans who prefer avoiding complicated online portals. Walk in, drop off documents, discuss face-to-face. No video calls required.
Both locations offer in-person intake, document drop-off, and face-to-face consultations. No appointment required for initial inquiries — just walk in or message ahead.
Makati Palace, Burgos Street, Makati City. Serving US veterans and expats in Metro Manila and surrounding areas.
Angeles City office serving Clark, Pampanga, and Central Luzon veterans and expat community. Contact Monte directly for address and hours.
Financial stress including tax confusion and backlogged filings is a major contributor to veteran mental health challenges. Many overseas veterans delay filing for years due to fear or conflicting advice — not because they're non-compliant, but because nobody explained it clearly.
Walk in or message. Monte will review your situation, explain what actually applies to you — not a generic answer — and lay out your options clearly so you make an informed decision. There's no obligation to proceed. The conversation itself is free.
If you also need veteran-specific VA claims help (especially in Southeast Asia or expat communities), Monte's primary service is C-File analysis and VA claims strategy through VCAnalytics.ai — the same office, the same analyst. Learn about the C-File service →
Message Monte directly — walk in to Angeles City or Makati, or reach out ahead of time to schedule. Flat fee, no percentages, no hidden charges.
Also see: FTARU global audit risk review · PH expat tax page
Not tax preparation. Monte Fisher's CPA license is retired and inactive. He does not prepare, review, sign, or file tax returns or FBARs. His role is limited to in-person intake, document collection, screening, and referral coordination. All regulated tax work is performed by the licensed US CPA partner firm.
Referral disclosure. Monte Fisher receives a referral fee when clients proceed with the US CPA partner. This is disclosed to all clients before any referral is made.
Philippine taxes. This service covers US federal tax and FBAR compliance only. Monte does not provide Philippine tax services, Philippine BIR advice, or act as a Philippine tax preparer in any capacity.
Educational only. Content on this page is for educational purposes only and is not tax advice. Always consult a licensed CPA, enrolled agent, or tax attorney for guidance specific to your situation.