Montgomery, O'Neil & Associates

Montgomery & Associates is a trusted name in Idaho's accounting landscape, renowned for its professionalism, experience, and commitment to delivering affordable solutions for a diverse clientele. We are licensed in Idaho and specialize in a comprehensive range of accounting and financial services designed to empower individuals, business owners, and nonprofit organizations.

Our Mission

At Montgomery & Associates, our mission transcends simply processing numbers. We are dedicated to serving as trusted advisors, guiding our clients toward financial clarity, stability, and growth. We understand that navigating the complexities of today's financial world can be daunting, and we strive to provide clear, concise, and actionable advice tailored to each client's unique circumstances. We believe in building lasting relationships with our clients based on transparency, integrity, and a shared commitment to their financial well-being.

A Comprehensive Suite of Services

Recognizing that every client has distinct needs, Montgomery & Associates offers a comprehensive suite of services designed to address the multifaceted aspects of financial management. Our expertise spans:

• Individual Financial Services: We provide personalized financial planning and estate planning strategies to help individuals achieve their financial goals, secure their future, and protect their loved ones.

• Business Services: We partner with businesses of all sizes, offering tailored solutions for their unique financial challenges. Our services encompass bookkeeping, financial modeling, business valuations, cash flow management, and CFO advisory services. Additionally, we assist businesses with navigating the complexities of new business formation, organizational restructuring, and expansion strategies.
• Tax Services: We pride ourselves on providing efficient, affordable, and discreet tax services. Our team of experienced tax professionals handles a wide range of tax needs, including tax planning, preparation, and representation in audits and disputes. We are well-versed in navigating complex tax codes and minimizing tax liabilities while ensuring compliance with all relevant regulations.

• QuickBooks Support: We recognize the importance of efficient accounting software in today's business environment. As QuickBooks specialists, we offer comprehensive support, including setup, training, troubleshooting, and cleanup services to ensure businesses leverage the full potential of QuickBooks.

Your Trusted Accounting Partner

At Montgomery & Associates, our commitment to excellence is unwavering. We go beyond simply providing accounting services; we strive to build lasting relationships with our clients based on trust, transparency, and a shared commitment to their financial success. Our team of dedicated professionals is here to provide expert guidance, personalized solutions, and unwavering support every step of the way.