R. Scott Montgomery, CPA

R. Scott Montgomery, CPA

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise the CPA's professionalism, meticulous attention to detail, and thorough tax expertise, often noting better returns than previous providers. The approachable, down-to-earth personality and sense of humor make interactions enjoyable. Clients appreciate the timely, efficient service and strong community involvement. Many recommend the services highly, citing competence, ethics, and a welcoming team atmosphere. The overall sentiment reflects trust, satisfaction, and repeated loyalty.

About This Listing

Accounting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
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

Accounting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

4815 Laguna Park Dr

Elk Grove, California 95758

Customer Reviews

Professional and inviting. One of the things that stood out the most to me was the community support provided by our local CPA. When a business gives back. It?s a good business. ?The greatness of a community is most accurately measured by the compassionate actions of its members, a heart of grace, and a soul generated by love.? ? Coretta Scott King

Best in the business. I have not seen another CPA group that have so many features of client care. Also, they did indeed find more credits that my previous CPA missed, leaving me with a much better return. Scott was referred to me for his thoroughness and years of experience, he and his team have exceeded my expectations. I would and will highly recommend his services to anyone needing a competent CPA. Thank you for your professionalism and services.

Scott is an excellent CPA and very easy to work with. I almost wish I had to file taxes more than once a year just so I could hang out with him and his excellent staff a little more.

I consult with Scott on a regular basis regarding various tax related issues. I have always been very happy with his attention to detail and meticulous nature in explaining things to me. Also, several clients that I have worked with have used his services for tax preparation and planning have told me that they have been very happy with his services. I appreciate his professionalism balanced with a sense of humor and an approachable down to earth personality.

Of course, CPA is a numbers business - and Scott's advice about our personal "numbers" is sound, quick - and comes from a huge base of accounting knowledge. His low-key style belies a wealth of experience. If you need personal taxes done, or more sophisticated accounting advice - Scott's the one to see.

I use Scott Montgomery for my personal taxes as well as a referral source for my clients who have tax questions. I find him to be competent, professional, and ethical.

Great service, I never have to worry about my taxes when working with Scott. Everything is on time and gets done quickly. I would recommend to anyone.

Great tax preparer! Staying with him.)

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.