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Montgomery, Niemeyer & Co.


Montgomery Niemeyer & Co. LLP is a prominent Southern California firm of Certified Public Accountants offering closely held businesses and individuals all the traditional services of public accounting, including audit, tax, and management services. Other MNC Services include Financial Services, Hosting and Network Services and Fraud Prevention Services.

The firm was established in 1978 and is managed by six partners Dale L. Montgomery, Becky Niemeyer, Joann Spink, Mary Saenz, Peter O'Campo, and Jim Short. The partners have a wide range of backgrounds and specializations which, when coupled with their wealth of experience, provide their clients with versatility and stability. The professional staff is comprised of well educated and trained individuals who work closely with the partner’s than providing service to clients.

The firm provides timely, accurate information to their clients a priority. Like many of their clients, we are in the service business; and we understand the importance of being accessible and responsive to client needs.

The company has grown steadily for the past 25 years because the partners have remained focused on their purpose of providing timely, relevant, and quality financial, tax and technology services. They have dedicated themselves to providing personal service to their clients by being accessible, and by keeping them abreast of any tax law or accounting procedural changes which directly affect them.
 
Their financial firm is the investment management division of Montgomery Niemeyer & Co. with a unique approach to managing their clients' wealth. Their services include No fee initial consultation with prospective clients, Personalized Financial Planning, Portfolio Implementation and ongoing portfolio monitoring and management.
 
They are wealth distribution experts and can help develop a distribution plan to meet your income needs in a tax efficient manner. They can explain the importance of a will, the probate process, trusts, and any legal and tax issues. They develop your estate plan in conjunction with referred legal counsel or can work in unison with your own attorney to design your plan.
 
They, at Montgomery Niemeyer & Co. LLP, combine experience and integrity to fulfill their commitment to client satisfaction through resourceful utilization of proven and innovative techniques. They aspire to meet the challenges of the dynamic business world while maximizing personal relationships and individual potential. 

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