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 rest 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 rest assured that their accounting and tax needs will be handled in the same professional manner as yours have been.