Privacy and Security Policy:

AICPA guidelines are followed for privacy and security. The details can be found at AICPA Firms Privacy Checklist

You can rest assured that your personal information is safe and secure when you use Tim Montgomery, CPA PLLC for your accounting and tax needs.

Tim Montgomery, CPA PLLC Referral Policy

I rely on satisfied clients as my primary source of new business. Your referrals are both welcome and appreciated!

Absolute Confidentiality
I guarantee the confidentiality of client information. Your personal, business, financial and tax data will not be shared with those you refer to me or anyone else.

An Expression of Confidence
When you refer clients to me, you are expressing your faith and confidence in my abilities and the services I offer. No matter whom you refer, you can rest assured that their accounting and tax needs will be handled in the same professional manner as yours have been.[/vc_column_text][/vc_column][/vc_row]