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About

Our Silver Anniversary - 25 Years

 

Over the past almost 3 decades we’ve successfully completed :

Thousands of Individual and Business Tax Returns

Thousands of Financials Statements

Hundreds of IRS and State Audits

Thousands of Business Startups

Thousands of hours of consulting services to individuals and businesses

 

Traditional Accounting Principles / Innovative Accounting Practices

Followed up with personalized services and extreme confidentiality has been a huge credit to our success.  

 

Our Founder and Managing Member

Montgomery Dillavou CPA

1986 - 1990 New Mexico State University

1990 Bachelor of Accountancy with Crimson Scholar Honors

 

Career Highlights

 

1988 NMSU Accounting Tutor “I didn’t realize it at the time, but this was the best thing I ever did to further my career.  In this role I learned how to communicate my craft to those who were struggling with it. I use this experience everyday still.  My ability to simplify complex tax and accounting topics so my clients can understand them is my best professional quality”

1988 - 1990 Comptroller for the Associated Students of NMSU.  Mr. Dillavou managed the largest student body government budget in the country.  Over $750,000. These funds were used to fund the Student Newspaper, NMSU radio station, Special Events, etc.  

1989 - VITA Director - NMSU Location.  VITA - Volunteer Income Tax Assistance.  These IRS approved sites offer free tax preparation to low income individuals.  The NMSU location is particularly challenging because of the number of foreign exchange students who come there.  International tax matters and tax preparation is especially challenging.

1989 - President of Beta Alph Psi- NMSU Chapter, Honorary Accounting Fraternity.

1990 -Ranked as the #1 Accounting Graduate out the the 4 Universities in New Mexico.  He was the only Accounting Graduate who received Job offers from every one of the Big 6 Accounting Firms

1990 - Starts Career with KPMG as a Staff Auditor

1992 - Earns CPA Certificate

1993 - Transfers to KPMG Tax Department where he becomes a Senior Tax Specialist

1995 - Starts his own Firm

2000 - Sells Firm to pursue specialized opportunities in the Public Accounting Industry

2001 - Appointed to Peachtree Software Advisory Board

2003 - Opens his own Firm

2009 - Travels to Mumbai India at the expense of 3 India Public Accounting firms to train them on U.S. Accounting and Tax Practices

2016 - Honored by the New Mexico Society of CPA’s as a 25 Year Member

Mr Dillavou has 3 children.  He is a avid surfer, snowboarder and Triathlete (He’s completed 7 so far).