Montgomery and Company, PLLC is a CPA firm in Lebanon, KY serving small businesses and nonprofits. Its core work includes tax prep and planning, tax resolution, and small business accounting, with support for bookkeeping, payroll processing, and tax services.

The firm also provides QuickBooks advisory services, including QuickBooks/Xero setup, along with Virtual CFO support and new business formation. Its tax planning work includes preparing returns, identifying deductions and credits, and helping clients organize records and withholding for future filings.

• Tax planning and tax problems support
• Bookkeeping and payroll processing
• QuickBooks/Xero setup and advisory
• Virtual CFO and new business formation