Montgomery & Company, CPAs

I have been using Montgomery & Company, CPA's for 3 years and I have been blown away by their knowledge and communication. I almost always have a same day answer and typically have a call back or an email within an hour or two. I could not be happier with my CPA as a small business owner. Their location is also super convenient and their office is beautiful.

First of all, I have known Joe Montgomery for almost 40 years. He has been a long-time friend and confidant. Montgomery & Company's new business model of fixed, monthly cost, full-suite-of-services is especially helpful for budgeting purposes. Joe and his team are not only competent financial professionals, but they are personal, prompt, and extraordinarily patient. I could not possibly give a higher recommendation to this Accounting and Financial Services team. It's one-stop shopping at its best.

I use Montgomery & Company for personal needs and our family business uses them as well. The staff is incredibly friendly and very helpful whether I call, email or sometimes just show up to their office. Response time from anyone I deal with here is quick and always friendly. I appreciate their efforts and our family business is in great hands!

I've been using Montgomery & Company for the past 15 years and wouldn't take my business anywhere else. Joe and his staff have provided valuable tax advice to me which has helped grow my business. Joe and his staff are always helpful and have great customer service.

I’ve used their services for my company for a little over a year. Andrew and Lorraine have always promptly answered my many questions (having an accountant is still very new to me), and been so very polite, professional, and friendly. They are the Chick-fil-A of accountants. I can’t imagine using any one else. I wish I would have used them much sooner.