Montgomery CPA PLLC Firm Philosophy:

  • We strive to offer personal service in a timely manner to each of our clients.  We treat every client like they are our best client because they are!
  • We are dedicated to offering professional services of the highest quality.  Our firm has successfully completed each of its Independent Peer Reviews, as required.  Our firm complies with the strict quality control standards established by the American Institute of Certified Public Accountants.
  • We do our very best to help our clients achieve their financial objectives because we care about our clients. We build long term relationships with our clients that are based on trust, respect, and communication.  Our success is based on our client’s success.
  • We stay up to date on pending and recent changes in the tax law, business regulations, and accounting standards.  We communicate these changes to our clients and offer potential strategies to address these issues.
  • We are responsive.  Our clients receive prompt attention to phone calls/texts, emails, and requests for meetings.

Montgomery CPA PLLC Privacy and Security Policy:

AICPA and IRS guidelines are followed for privacy and security. The details can be found at AICPA Professional Responsibilities In Data Security and IRS Guide for Safeguarding Taxpayer Data.

You can be assured that your personal information is safe and secure when you use Montgomery CPA PLLC for your accounting and tax needs.

Montgomery CPA PLLC Referral Policy:

We rely on satisfied clients as our primary source of new business. Your referrals are both welcome and appreciated!

Absolute Confidentiality

We guarantee the confidentiality of client information. Your personal, business, financial and tax data will not be shared with those you refer to us or anyone else.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in our abilities and the services we offer. No matter whom you refer, you can be assured that their accounting and tax needs will be handled in the same professional manner as yours have been.

Montgomery CPA PLLC Personnel

Tim has an Accounting degree from MTSU and is a Certified Public Accountant with 37 years of public accounting audit and tax experience.

Paul has  Accounting and a Masters of Business Administration degrees from MTSU.  Paul has public accounting audit and tax and private accounting manager/assistant controller experience.

Ava has a Computer Information Systems degree from MTSU.  She is a QuickBooks ProAdvisor and a Little Green Light Affiliate with experience working with businesses and non-profit organizations.