Montgomery CPA, LLC

Montgomery CPA, LLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Customers consistently praise the team's efficiency, responsiveness, and ability to simplify complex tax processes. Many appreciate the personal touch despite the firm's growth, with long-term clients noting improved financial outcomes. A few negative mentions cite communication issues and errors, but most strongly recommend the service for both personal and business needs, emphasizing trustworthiness and ease of use.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

Contact Information

Address

8206 Louisiana Blvd NE Suite A

Albuquerque, New Mexico 87113

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Montgomery CPA made the entire tax filing process incredibly easy and stress-free! They were super quick and communicated exceptionally well every step of the way. Their automated system was seamless?I simply filled out my information, uploaded my documents, and they handled the rest. They provided consistent follow-ups, and I received my refund fast! Monty was incredibly knowledgeable and supportive, and the staff was kind and friendly. I highly recommend them to anyone looking for a smooth and hassle-free

I had great pleasure to have worked alongside Monty! He has done my own as well as my family members taxes, and we are very pleased with his work as a CPA. Thank you Monty for all you do!!!

Great customer support and friendly staff. I have very much appreciated the combination of service I have received from this office. High recommend this place for all your Albuquerque CPA services

Working with Montgomery Dillavou CPA for both my personal and business accounting has been an outstanding experience. He is not only highly professional and knowledgeable but also incredibly supportive and attentive to all aspects of my finances. The thoroughness and clarity provided in each consultation have helped me make well-informed decisions, ensuring that both my business and personal financials are in excellent shape. I highly recommend to anyone seeking a trustworthy and competent CPA who genuinely

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

Monty is the man! I recently opened an S Corp and business was absolutely booming right away. Monty helped me through everything, made sure I took all my deductions, and kept me straight on my quarterly taxes. I don't know where I'd be without his guidance!

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.

It so nice to have Monty and his team in your corner as you navigate the tax system and try to make wise decisions with your finances. We always know if we have questions Monty is a phone call away to give us competent sound advice.

I had a fantastic experience with Montgomery CPA. Their expertise in tax laws ensured maximum returns while minimizing liabilities. Communication was seamless, and their customer service was exceptional. Highly recommend!

I have been using Monty since 2019. Him and his staff are very helpful and friendly. They get my taxes done pretty quick. I have the upmost respect for him and his staff!

I've been with Montgomery since 2009. Every year, Monty and his team streamline and improve their processes. Increasingly quick, efficient and accurate work is ideal and that's what I'm getting.

We trust Monty to handle the taxes on our personal and business returns that can get a bit complicated at times. Monty is always easy to understand and listens to our concerns to make sure they are all addressed before our taxes are submitted. Sometimes during busy times he can be difficult to reach via phone or text, but I have never had a problem getting an appointment and in person he is fantastic! Definitely recommend him!

Tax preparation has been straight forward. All questions I have asked have been answered. Very easy to work with Monty and his staff. They have my trust and my respect.

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

WOW!! I never knew taxes could be so easy! A couple e-mails and a couple clicks here and there and Montgomery has your taxes filed for you! Super easy and very professional! I even got money back!!! Wins every which way!

Montgomery provided a prompt and and EASY tax return service for me. I was highly impressed with how easy his website was to use. I was quickly able to upload all of my tax forms directly to his website. He was very prompt with his responses and had my taxes filed in no time. By far the easiest and fastes tax service I have ever used. Highly recommend! Kelly Earnest

I have been with Montgomery since 2019. He has always done my taxes in a timely manner and answered all questions that I may have asked him. Thank you Kathy Mc

Montgomery Dillavou became my CPA when I founded Mercury Properties in 2011. He immediately changed by Federal Filing Status to that of an S Corp. That change resulted in thousands of dollars in savings for myself and my business partner. Over the last 3 years, my children have grown and begun working. Monty is now their CPA. He is not only a great CPA, he is an excellent advocate, consultant, and teacher. Thank you Monty!

Montgomery and his team are professional and incredibly timely. They?re always available to answer my questions, and provide outstanding support.

Monty and his team are excellent!! Naveen made the tax process very easy and quick. I highly recommend!

Monty has been doing my Taxes, and Payroll for 5 years now! He also helped me with opening and starting my business, providing advice and knowledge along the way. He is very knowledge in his arena.

Monty started out as a wonderful CPA, providing personal and timely service. Unfortunately he has either grown so large or something else has happened that , after a small mistake in my tax return, I can not get my money from the IRS. He has billed me (and I have paid him) for revising the return and communicating with the IRS. Now, he does not return phone calls, does not answer e-mails, and after 18 months, I am still out my money. If you are a big firm with complex needs, this is probably your guy! If y

We have been a customer with Montgomery for 20 years. He is honest and trustworthy.

I have been using this company for many years and have always been very satisfied with their systems in place and the great results that I have received. I highly recommend this company for completion of your taxes!

Monty has been a huge help for my business. Keeps us in the straight and narrow and does so simply.

Mr. Dillavou has been using electronic document submissions for years now. These years of experience have given his firm the ability to meet the needs of his clients during these non contact days. His firm is truly ahead of the game.

There?s no team more professional in NM than Monte and his staff. Great to work with and very responsive!

Feeling very disappointed in the tax services we received for our 2013 and 2014 personal tax returns. For the 2nd year in a row we are having to deal with the IRS for an error made on our federal returns prepared by Mr. Dillavou regarding a wrongfully made deduction for over payment in social security taxes. So we have incurred interest and penalties along with the time and effort we have had to put in to deal with the IRS by phone and mail regarding this matter. Needless to say, he was not asked to prep

Monty is knowledgeable and extremely helpful. He has been easy to work with and listens closely to understand my questions and give me solid answers I can depend on.

Monte went above and beyond in helping me set up and llc. He is a true professional and has my business long term. Thank you Monte.

Monty makes taxes easy. The entire process was easy start to finish.

I have worked with Monty for years and appreciate his expertise thanks

I appreciate the help I have received with my tax return. Thank you so much. Linda

The absolute best accountant I?ve ever had!! Go see him!!

Montgomery and his team at great. Glad I found them

Detailed and reliable service! Look forward to being a continued customer.

I highly recommend Montgomery! He did a fantastic job with our taxes

I can't believe how amazing the service is here. All of my questions were answered and everything that I didn't understand they explained to me. Thank you for all your help.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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