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Services

Montgomery & Company, PLLC provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Auditing Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Financial Statement Preparation

A complete package of financial tools that are needed to run a successful, profitable business. the package includes: Monthly or quartlerly financial statements that detail sales, cost of sales, operating expenses, with monthly and year to date comparisions, which includes, balance sheet, income statement, cash flow statement a detail general ledger and journals.

Internal Audit Services

Monitoring and assessing management controls, financial and operational controls. Assuring compliance with policies and procedures and regulations. Refunds from vendors based on compliance with contract terms. Identifiying internal control and compliance issues and making recommendations for improvement.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Support Accounting Services

Assisting management with billing issues and payment of invoices. Maintance of subsidary ledgers for both payables and receivables. Consultation with company employees to smooth internal operations.


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