Newton Financial and Tax

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.

Financial Solutions Plus, located in Santa Ana, CA, is dedicated to providing efficient financial services that empower clients to make informed financial decisions. Specializing in tax preparation and payroll services, the company supports both individuals and businesses with their financial needs. With a mission to streamline tax matters and ensure accurate payroll processing, Financial Solutions Plus employs experienced professionals, including Enrolled Agents, to assist clients in navigating their tax-related challenges. Their commitment to achieving client goals through effective solutions makes them a reliable partner for financial management. Generated from the website