Established in 1987, Montagna & Associates is your comprehensive CPA certified accounting, tax, and financial services firm in Newport Beach.Our senior accountants have over three decades of experience each and are highly specialized in accounting and financial services.If you need a Certified Public Accountant (CPA) or Certified Financial Planner (CFP), contact us regarding a free initial consultation. We have provided Certified Public Accountant and financial planning services to Newport Beach and Irvine businesses and individuals for decades.We are conveniently located near the intersection of Jamboree and MacArthur in Newport Beach, near the central Irvine business district.
Our firm offers a broad range of CPA and CFP services for businesses and individuals. Our core competencies for individuals include: complex income tax return planning and preparation; tax problems resolution and audit representation; tax reduction strategies; estates, trusts, and wealth transfers; financial planning, retirement planning, and social security planning; wealth management and investments.For small businesses, we offer paperless outsourced bookkeeping and payroll, financial statement preparation, new business formation, and an array of financial and accounting advisory services.
Our company motto is "Professional, Ethical, Aggressive". You will benefit from our many years of experience in accounting and financial planning. Our staff members are highly qualified and hold Certified Public Accountant (CPA), Certified Financial Planner (CFP), Master's in Business Taxation (MBT), and Certified Managerial Accountant (CMA) qualifications. And, Montagna & Associates is a member of the American Institute of CPA s and the California Society of CPA s. We will use our accounting expertise to lower your taxes and resolve IRS controversies. We can even file delinquent income tax returns going back to the 1980's with our extensive income tax software library. Out-of-state or foreign tax return? No problem. Although we are located in Newport Beach, and we serve clients all over the country.
Gregory M. Montagna, president and founder, has over 33 years of CPA experience. Mr. Montagna is highly specialized in tax accounting, including tax planning for estates & trusts, investment accounts, and small businesses. He is also a Certified Financial Planner and obtained a Master's in Business Taxation from USC. Mr. Montagna has served California taxpayers for his entire career, maintaining his place of business in Irvine and Newport Beach since 1987.
John Adjutant has over 20 years of CPA experience, and he spent 14 years working for the Social Security administration. Mr. Adjutant specializes in individual tax and retirement planning. His combination of CPA and Social Security experience make him an excellent resource for retirement and tax planning strategies.
Jeri McLeod is our Certified Managerial Accountant focused on accounting for small businesses. Jeri has over 15 years of experience working in private industry accounting and is a QuickBooks professional.
If you need individual or small business accounting and financial services, Montagna & Associates can help. We will give you personal attention and custom solutions for your finance and accounting needs, and our Newport Beach location is convenient for Orange County residents. Contact us regarding a FREE consultation with our qualified and professional accountants. (Free consultation available at our discretion for a maximum of 30 minutes.)
Montagna, CPA, CFP, MBT
Montagna & Associates
Certified Public Accountants (CPA)
1101 Dove Street , Suite 190
Newport Beach, CA, 92660 Phone: (949)833-2371 firstname.lastname@example.org