Montgomery Dillavou CPA, LLC

Oct 2023

Monte and his team (Naveen) have been nothing short of INCREDIBLE. From the moment I met Monte at a meeting and asked brief questions, he set me at ease. I made the appointment, he took care of everything (setting up LLC, IRS, State, License, etc.), gave me a 3-ring binder and off I went. He will always be the epitome of the greatest CPA/financial advisor in my book & recommend him to everyone. The smoothness he does taxes every year is so effortless and I could not ask for a better business partner in my ring. Thank you Monte & Team - you are best ever.

Jun 2023

I’ve been using Montgomery since 2009. I’m not exaggerating when I say he changed the trajectory of my financial health and well being. While his company has grown, I still feel the personal touch that appealed to me from the beginning. Always forward-looking in his use of technology, Montgomery’s ability to stay on top of all the laws, regulations and requirements ensures I’m always in full compliance while still limiting my liabilities. Couldn’t recommend his services more highly.

Apr 2022

Just moved from California where I had a CPA on retainer. Needed a new one and I found Montgomery Dillavou, CPA, LLC. I called and scheduled an appointment for 2021 return. I also went to web site and created my account and uploaded all my documents before our scheduled meeting. My return was completed before our meeting and though I was expecting to meet with an associate I actually met with Montgomery himself, though I was working on my return with one of his associates. Very pleased with the company the Associate and Mr. Dillavou. I enjoyed the ability to communicate on-line and meet in person as well as have a safe place to upload our documents. will definitely refer...read full review