Bastrire Montgomery is a Visalia, CA accounting and tax firm serving individuals and businesses with a broad range of financial services. Its listed individual services include personal financial planning, retirement planning, estate planning, individual tax preparation, tax planning, and estate and trust tax services.

For businesses, the firm lists small business accounting, bookkeeping, payroll, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, new business formation, and internal controls. It also provides QuickBooks support, including setup, training, answers to questions, tune-ups, and tips for users.

The firm’s service menu also covers tax relief and IRS-related matters, including non-filed returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, payment plans, offers in compromise, and innocent spouse relief.