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High Quality, Comprehensive
Accounting & Tax Services.

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Your Expert Newport Beach & Irvine CPA Offering Tax & Accounting


At Montagna & Associates, Incorporated, we have the reliable services you need to help you navigate all your personal and business financial paths. Our Newport Beach accountants take the time to understand your or your company's financial needs and goals so that we only recommend solutions that provide measurable results. From high net-worth individuals with complex taxes to offering outsourced CFO services, we are here for you.

Accounting is the backbone that supports your financial stability and legacy. We want to help you achieve your dreams through the precise reports and valuable insight that you need to achieve lasting success. Our firm is conveniently located on Dove Street, and we proudly serve the residents of Newport Beach, Irvine, Orange County, and the surrounding areas. Contact us today to set up your consultation.

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CPA Services You Can Count On


Finding an accountant that can meet your needs should not be difficult. We strive to provide the personal and business services you require to give you the peace of mind that comes from knowing that a reliable team is working on your behalf. Our CPA firm brings decades of experience and insight to help you make an impact in your field. Unlike national chains, we get to know you and your goals and tailor our services to your unique business. Our services include:

  • Bookkeeping Services: We offer cost-effective bookkeeping services to keep the daily details of your business finances in order.
  • Accounting Services: Our team takes the raw data from the bookkeeping team to create an accurate picture of the financial health of your business.
  • QuickBooks® Services: We help set up the software and offer training so you can use it effectively.
  • Tax Planning: Our team creates a custom plan to help limit your liabilities and claim your deductions.
  • Real Estate Tax Planning: We can help minimize the tax consequences of owning real estate, regardless of whether you own rentals or are selling homes.
  • Expatriate Tax Filing: If you're a US citizen working abroad, then our expatriate tax filing services can help you stay compliant with tax requirements.

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Accountants You Can Trust


When you have accurate numbers and information, you are empowered to lead your company to success. At Montagna & Associates, Incorporated, we have financial insights, detailed reports, tax services, and a knowledgeable team you can rely on to guide you through economic difficulties and opportunities. Our services are available via Skype, phone calls, and traditional office visits. Contact us today to schedule your consultation and find out how our accountants in Newport Beach can help you and your business thrive.

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