David Montague CPA, LLC West Orange

About

Hi, I am David Montague. I am a licensed CPA with an MBA and have worked with small businesses and inviduals for the last 15+ years. I am easy to work with and provide excellent customer service and sound tax advice. Happy to help reconcile and prepare your financials as well as make sure you are in compliance with all tax laws while minimizing your tax burden.

Excellent

FAQs

Interview quote

Try Not. Do. Or Do Not. There is No Try.
Yoda

Why do customers choose you?

Customers choose me due to I provide excellent customer service and make the process easy and enjoyable. I typically underpromise and overdeliver.

What do you consider a fantastic customer experience?

A fantastic customer experience is when I surprise a client by helping with tax planning or unexpected tax windfalls. Clients appreciate when the books are reconciled timely, financials are produced and I help them understand the results which helps them better manage their business.

How can you help businesses develop?

I offer outsourced CFO/Controller services which helps take that burder off of the owner so they can further develope their business. Additionally, through my network, I can refer additional clients to the owners.

Location

Review this partner

Mike 1 year ago

He is very professional, and his services are fairly priced. I would recommend David without hesitation. You will not be disappointed! David also returns calls rather quickly. GREAT SERVICE!!!!

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Julia 1 year ago

David was a pro. He prepared my taxes in a timely manner while making sure to get me all possible deductions. I would refer him to anyone seeking a CPA and utilize his services in the future.

Julia W. 1 year ago

Mike C. 1 year ago

I needed five (5) Forms 1065 (Federal and State - CT & NY) prepared. David accurately prepared each of them with a turn-around

Jacob N. 1 year ago

It was a pleasure working with David. He was easy to work with and very professional. He responded very quickly and took the time to walk me through the process and was very patient. I look forward to working with him again next year! I would highly recommend him.

Steven B. 1 year ago

Truly a fantastic CPA! My wife and I have a startup business in Manhattan and are entering into the capital fundraising phase. As we had meeting scheduled for the following week with potential investors, we contacted David (based on his fantastic reputation and reviews here on Thumbtack) to quickly produce some pro forma financials for our new venture. Not only did he turn them around in two days, but delivered more than anticipated including assumptions, detailed worksheets and data breakdowns. David is efficient, competitively priced and professional, as well as being extremely easy/nice to deal with. We couldn't be happier with his work or our choice in hiring him!