We employ the latest technology, including paperless files and an ultra-secure cloud-based server. We use sophisticated tax and accounting software, and subscribe to cutting edge research sources. We are conveniently located near John Wayne Airport, close to the intersection of Jamboree and MacArthur, and near the back of the Lexus dealership on Dove Street. We are close to major freeways including the 405 and 55, and right off the 73 toll road.
Gregory M. Montagna, Sr.
CPA/PFS, CFP, MBT
Masters in Business Taxation, University of Southern California, June 1985
- Married 38 years. Father of three adult, self-sufficient children
- Head coach, American Youth Soccer Association, Irvine, CA, 1996-2002. Coached girls’ soccer teams.
- Head coach, National Junior Basketball, 2000-2002. Coached girls’ basketball teams.
- Enjoy hiking, camping, physical fitness.
Let Us Help:
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button below to take your first step, and receive a free report from us. We’ll rush your copy to you immediately. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Orange County Area”.
Talk again soon,
Gregory M. Montagna, Sr., CPA/PFS, CFP, MBT
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 949-833-2371 x201 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!