Our Team

OUR APPROACH TO CLIENT SERVICE

At Montgomery & Montgomery, we believe relationships matter. We take the time to understand each client's goals and provide practical solutions with integrity, independence, and insight.

LISTEN

We listen first to understand your unique needs and goals.

PLAN

We develop strategies tailored to your goals.

SOLVE

We provide practial solutions that drive results.

SUPPORT

We're here year round to support your sucess.

meet our team

Our firm provides outstanding services to our clients because of our dedication to the three underlying principles of quality, responsiveness, and loyalty.

Darren Montgomery,

CPA, CFE

Provides assurance services and fraud examination expertise to businesses and nonprofit organizations through audits, reviews, compliance engagements, and investigative services.

Certified Public Accountant
Certified Fraud Examiner
Financial Statement Audits
Internal Controls
Business Advisory

Cory Montgomery,

CPA

Provides tax planning, advisory services, strategic planning, controller services, tax resolution, and business consulting to help individuals and businesses achieve their financial goals.

Certified Public Accountant
Tax Planning
Business Services
Strategic Advisory
Controller Services

Gary James

ACCOUNTANT

Provides comprehensive accounting services, financial reporting, and specialized solutions to help individuals and businesses maintain financial clarity and achieve their goals.

Accounting Services
Specialized Solutions
Financial Reporting
Clergy Accounting
Sales Tax Compliance

Courtney Schaffler

ACCOUNTANT

Provides payroll, accounting services, QuickBooks advisory, human resources support, and client relations expertise to help businesses maintain efficient operations.