Montagna & Associates provides comprehensive accounting, tax, and financial services for businesses and individuals. Our core competencies include complex tax matters, estates, trusts, & wills, financial planning, and small business accounting.  We emphasize service, and each of our clients receives custom tailored solutions to minimize taxes and realize financial goals. 

Values

Professional, Ethical, Aggressive  - Simply put, we strive to maximize your tax savings while giving you peace of mind.  Rest assured that your finances will be handled in a confidential, timely, and legal manner.

Experience

Montagna & Associates was established in 1987 and holds the same principles with ever increasing levels of experience and expertise.  Greg Montagna, the company's president, has worked in public accounting for 32 years, with 9 years of "Big Four" experience.  He is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with a Master's Degree in Business Taxation (MBT).  His combination of tax and financial planning expertise has cultivated a company that is adept in developing long-term financial strategies that result in exponential tax savings.

Clients

Our clients are small businesses that need professional accounting services and individuals who can benefit from highly experienced CPAs.  We will give you honest, straight forward advice on the best course of action for your accounting and financial needs.  Contact us for a FREE initial consultation.