Michelle Pimentel-Montez,
Certified Public Accountant


mpm, cpa



IRS Scams


There have been many instances where taxpayers are receiving threatening e-mails and phone calls from individuals representing they are from the Internal Revenue Service.  The IRS will always send letters in the mail to collect any outstanding balances.  Please contact our office if you receive any notices from the IRS or the Franchise Tax Board and provide a copy for review. 


Health Insurance


The ACA mandates that all individuals (with some exceptions) have health care coverage in 2016 and everyone required to file a tax return must report their health insurance.  You will need proof of your insurance.  In 2016, everyone covered by health insurance should receive a Form 1095-A, 1095-B or 1095-C.  Please bring these forms when you bring in your tax information.


Estate/Gift Taxes


For 2016, the unified estate and gift tax exclusion amount is $5,450,000 per person.  The annual gift tax exclusion for 2016 and 2017 is $14,000 per year for each individual you wish to give a gift.  


(209) 526-2700

3300 Tully Road, Suite B-6, Modesto, CA 95350

Copyright © 2016 Michelle Pimentel-Montez, CPA.  All rights reserved