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Portrait of Hazel Montoya

Hazel Montoya, EA

Agency and DTC Brand Tax Specialist

Brightline Marketplace CPA logo
Brightline Marketplace CPAColumbus, OHNational

Best for agency owner tax planning, inventory accounting, quarterly tax planning.

Bio

Hazel supports agency owners and DTC brand operators with margin reviews and quarterly planning cadence.

Best fit for

  • Agency Owner Tax Planning
  • Inventory Accounting
  • Quarterly Tax Planning

Common situations handled

  • Agency owner tax workshop
  • Margin planning guide

Planning focus

    Reviewed signals

    Signal

    Agency owner tax workshop

    Source / proof
    Reviewed
    June 8, 2026

    Signal

    Margin planning guide

    Source / proof
    Reviewed
    June 8, 2026

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    Hazel Montoya Tax Advisor Profile | Tax Advisor Index