Established in 1987, Montagna & Associates is your comprehensive CPA certified accounting, tax, and financial services firm in Newport Beach.  Our senior accountants have over 3 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 for your free consultation. We have provided Certified Public Accountant and financial planning services to Newport Beach and Irvine business 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, tax 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?  No problem. Although we are located in Newport Beach, and we serve clients all over the country.

Greg Montagna, CPA, CFP, MBT

           President & Founder