Donna J. Montgomery Associates LLC

Donna J. Montgomery Associates LLC Accurate Tax Preparation & Indispensable Accounting Services

Donna Montgomery Associates is dedicated to providing clients in Princeton, New Jersey with a wide range of professional and uniquely personalized services. With over 20 years of experience in tax preparation and planning, accounting, bookkeeping and small business solutions, we can help you to maximize your resources in order to achieve your personal and business goals. We offer flexible scheduling and can accommodate most requests (including in home/office appointments). We are an authorized e-File provider and can provide direct deposit or traditional check options for refunds and direct withdrawal or traditional check options for payments.

02/07/2017

In addition to helping your business, we can also extend our services to the personal finances of you and your employees. We can help everyone in your company better manage their finances for both the short and long term.

02/02/2017

If you are considering upgrades or changes to any aspect of your business, consult with your CPA before making a final decision. He or she will analyze what you are planning, discuss its viability, and suggest options to maximize its impact.

01/31/2017

Professional competency exams were part of the established business climate in Great Britain. As British accountants immigrated to the US, they brought that concept with them and helped establish some of the earliest CPA programs in America.

01/26/2017

Accountants can do much more than prepare taxes. They can work with you throughout the year and offer advice on business operations that will provide the most tax savings. An accountant can save your business a lot of money in the long run.

01/24/2017

We can work with you as consultants, offering expert advice regarding compliance with government regulations, business valuation, disaster planning and recovery, mergers and acquisitions, and a wide range of additional services.

01/19/2017

We can provide excellent assistance for your Human Resources personnel, reviewing payroll, payroll taxes, health benefit expenditures, employee retirement plans, and the other financial services this department oversees.

01/17/2017

CPAs can help your business in a number of ways, whether your focus is on tax preparation, financial planning, or accounting system development. A CPA can help you to set a course for financial management that will support your short- and long-term goals.

01/12/2017

An income statement is a financial statement that shows the results of the various operating activities of a business entity for a certain period.

01/10/2017

As your business expands, staying on top of your books can become increasingly difficult. Let us help you work through all the options, from customizing accounting software to outsourcing the books.

01/05/2017

Do you ever wonder why it has to be so complicated to complete your taxes on your own each year? Simply put, unless you’re able to devote substantial time each week to understanding our constantly-evolving tax code, it’s best to hand off the preparation work to the pros.

01/03/2017

Even if you are a small mom and pop business or individual enterprise, our accounting services can help you remain in control of your revenue. We can track its flow and keep you abreast of where it is going so you can manage it more efficiently.

12/29/2016

Need help planning future financial goals? Whether you are currently trying to get out of debt, analyzing how to save for college expenses, or looking into estate planning issues, our versatile CPA services can offer expertise services to design an effective financial plan of action for the future.

12/27/2016

Can you pick out the accounting software that best suits the needs of your company? That is just one of the many reasons to rely on the advice and assistance of an accountant with experience working with other, similar companies.

12/22/2016

You can help improve employee loyalty by utilizing the services of a CPA to assist those you hire with building for the future. We can talk to your staff about the best savings options, budgeting needs, and how to start planning for retirement.

12/20/2016

The first CPA exam was administered in New York in December 1896, the same year the first certification law was adopted. Only three accountants passed the exam and received certificates: Edward Charles, Joseph Hardcastle and William Jasper.

12/15/2016

It’s important to remember that you have options available to you when it comes time to prepare your taxes. If you don’t feel comfortable following the tax advice of someone reading off a computer screen, it’s time to turn to a CPA for help.

12/13/2016

When you file your annual tax return with the IRS, it is important to keep an eye out for potential tax-audit red flags. Some of these are unreported income, large numbers of itemized deductions, too many charitable contributions, and home office deductions.

12/08/2016

Do you ever worry that the person helping you prepare your tax return doesn’t know as much as they say they do? Remember, when you want to ensure the accuracy of your tax documents, it’s best to work with an experienced professional.

Address

39 Wall Street
Princeton, NJ
08540

Telephone

+16099216220

Website

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