Patricia Montgomery

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Ms. Montgomery did wonderful work for us for a few years, but left her business due to medical reasons. Has she returned?

Wonderful women! She identified the issue right away and did not charge me for the consultation since it was a simple issue. Very honest, helpful, and super friendly. Will definitely go to her in the future!!

I had the good fortune to have Pat Montgomery work on years of tax preparation one year after I had been laid off and was being treated for major depressive disorder. I had failed to file for several years because of my disability and I didn't know where or how to start. She sorted through a mountain of paperwork and acted as my liaison with the IRS. She also acted as a professional hand holder, nudging me to get paperwork to her as she needed it and was extraordinarily kind and efficient. As she finished each year's forms, she emailed the finished forms as PDFs for me to sign and mail. She is a consummate professional and one of the most honest people I have ever known. I would recommend her accounting services to anyone. She keeps up with changes in the tax code and will relieve any anxiety her clients may have trying to understand the byzantine rules of the IRS. If I ever have any questions about my taxes, she will be my go to service. I can't recommend her highly enough.