Profile
Herb Montgomery III
ListedTax, Payroll, and Bookkeeping Services in Orleans, MA
About
About
The Montgomery Financial Group, Inc. is a tax and financial services firm associated with Herb Montgomery III in Orleans, Massachusetts.
For business clients, the firm notes support with bookkeeping and payroll services, including data entry, account reconciliation, year-end reporting preparation, paycheck processing, direct…
The Montgomery Financial Group, Inc. is a tax and financial services firm associated with Herb Montgomery III in Orleans, Massachusetts. The firm’s public materials describe services for individuals and businesses, including tax preparation, bookkeeping, payroll, bill pay support, financial planning, and retirement plan administration.
For business clients, the firm notes support with bookkeeping and payroll services, including data entry, account reconciliation, year-end reporting preparation, paycheck processing, direct deposit, tax filings, and compliance-related payroll work. Its tax profile also lists experience with business returns, estates and trusts, nonprofit matters, real estate, startups, sole proprietors and gig economy clients, clergy, farming, and military-related tax situations.
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
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