Gregory M. Montagna, CPA, CFP, MBT

  President

  • 32 Years of Experience
  • 9 Years of "Big Four" Experience
  • Certified Public Accountant
  • Certified Financial Planner
  • Masters in Business Taxation

 

 

John R. Adjutant, CPA, MBT

 

Masters Degree in Taxation 

  • Social Security Retirement and Financial Planning Consultations 
  • Tax Consulting and Planning
  • Business, Estate, Trust, and Individual Tax return preparation

John Adjutant has over 20 years of experience in public accounting and over 14 years of experience with the Social Security Administration.  This combination makes him uniquely qualified to advise senior clients in social security, financial planning, and other matters related to retirement.

 

John offers experience in tax and financial planning for high net worth individuals.   His clients are primarily trusts, estates, high net worth individuals and closely held partnerships, corporations, S corporations and LLCs.  He has been successful at obtaining favorable results in negotiations with the IRS in audit representation and Offers in Compromise to settle client tax debt at reduced amounts.

 

John's education includes a Bachelor of Arts Degree in Political Science and a Master of Science degree in Taxation.  This combination of education gives John insight into the likely effects of political matters on financial and tax planning.  He attended the University of California at Berkeley and California State University at Fullerton.   John enjoys tennis, chess, contract bridge, reading, and playing computer games with his grandchildren.

 


Jeri McLeod, CMA

Jeri provides accounting and tax support to our individual, partnership and corporate clients. She has extensive experience with small business and corporate accounting, as well as with Quickbooks software.  Prior to joining Montagna & Associates, Inc. Jeri spent more than 15 years in private industry with both large and small corporations preparing and analyzing corporate financials.  Jeri holds a bachelor's degree in Business Administration from California State University, Chico, and a "Certified Management Accountant" designation.