D. Anderson James CPA

Lenny Yeh Inc., CPA, also known as Alliance Tax Advisors and Employee Benefit Plan Audit Specialists, provides a comprehensive range of accounting, tax, and employee benefit plan audit services tailored to meet the needs of businesses. With a focus on defined contribution plans, including 401(k), 403(b), profit sharing, and ESOPs, the firm is dedicated to delivering exceptional support and fostering solid client relationships. Leveraging tools like QuickBooks Online for efficient accounting and offering expert tax preparation services, Lenny Yeh Inc. ensures clients are compliant with tax regulations while serving their best interests. The firm also specializes in conducting annual audits for retirement plans with 100 or more eligible participants, ensuring clients meet necessary deadlines and requirements. Generated from the website

At Montagna & Associates, Inc., we know how important it is for clients to know that their financial situation is in experienced and capable hands. Our team features a strong dynamic with our principal professionals: Gregory M. Montagna, CPA, CFP; John R. Adjutant, CPA; and Jeri McLeod, CMA. Our leaders are supported by talented staff members with a passion for delivering exceptional service. Providing personalized service is at the heart of our business. Every client who comes on board with us can expect to have dedicated attention from one of our capable staff members, with no risk of their case changing hands due to staff turnover.