Jimmy Montgomery, CPA

Manager

Jimmy specializes in assisting businesses in identifying, analyzing, and planning strategic transactions for both the sell-side and buy-side.

He also has expertise in tax planning and consulting, as well as in tax compliance for commercial and residential properties, and technology companies.

Before beginning full-time work with WilkinGuttenplan, Jimmy interned with the firm while in college.

Professional and Civic Achievements:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants (NJCPA)

Education:

  • Associate of Arts in Business Administration, Brookdale Community College
  • Bachelor of Science in Accounting and Master of Accountancy, Rutgers University

Licenses and Certifications:

  • CPA License: New Jersey

Practice Areas:

Talk to Jimmy

Jimmy Montgomery, CPA

Manager

Jimmy specializes in assisting businesses in identifying, analyzing, and planning strategic transactions for both the sell-side and buy-side.

He also has expertise in tax planning and consulting, as well as in tax compliance for commercial and residential properties, and technology companies.

Before beginning full-time work with WilkinGuttenplan, Jimmy interned with the firm while in college.

Professional and Civic Achievements:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants (NJCPA)

Education:

  • Associate of Arts in Business Administration, Brookdale Community College
  • Bachelor of Science in Accounting and Master of Accountancy, Rutgers University

Licenses and Certifications:

  • CPA License: New Jersey

Practice Areas: