David Montague CPA, LLC
Very experienced with income tax preparation and bookkeeping services. Make the process easy and enjoyable. Not only do I make sure that you are in compliance but I look to make certain you receive all of the tax savings that you are entitled to.
Focus on several industries including insurance, real estate, financial services, medical, consulting and consumer products.
I enjoy meeting new people and helping them with their tax and accounting needs.
Frequently asked questions
What is your typical process for working with a new customer?
I can work in person or remotely. I make the process easy and make sure you get all the deductions that are legally permitted.
What education and/or training do you have that relates to your work?
I am a licensed CPA and have a MBA in finance and accounting. I take the required continuing professional education required each year. I am quick books online gold certified.