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.
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.
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.
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.