People Matter Most

We are people, and we’ll treat you like people: listening, asking questions, and taking time to understand your business, your goals, and your needs.

Vision

People have more freedom, time and money to do what they love.

Core Values

Community:
People Matter Most

Integrity:
Driven by Excellence

Stability:
Freedom to Pursue Opportunity

Innovation:
Modern Solutions and Growth

History

This sign was our first company sign. It hung on the front porch of 133 Augusta Court in Greenville, SC—my childhood home and my mother’s childhood home. The living room was Dad’s first office, and he operated the business there for a couple years before growth required him to take over the dining room as well. Dad was known for telling clients that he would save them every tax dollar possible. We still work hard to do that for our clients today.

As a college student, Dad started earning money doing taxes for fellow students. After college, he got married, worked as a staff accountant, put in several years with the Big Four, and took on the challenge of private accounting, working as a controller for a hydro-electric company. When the company asked him to relocate, Dad and Mom didn’t want to leave Greenville. That’s when they took a leap of faith and hung the sign on the door. Thanks to Dad and Mom’s hard work, the home business experienced double and triple-digit growth for the first 5 years and in 1998, Dad bought a commercial building at 941 Pleasantburg Drive and continued expanding his team. We now have a team of bookkeepers, tax experts, payroll specialists, financial planners, CFOs, and business coaches that work to maximize client success.

Quotation-Mark

Most CPAs are known for high integrity, reducing tax burden, and keeping books straight. They do a lot of looking in the rear-view mirror, not out the windshield. Montgomery & Co does a lot to come alongside me and my team and help lead them forward.

–Joseph B.

Enough about us. We would love to meet you!

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