For over 30 years, Montrose Accounting Company has operated as a multi-family office, serving domestic and multinational families, as well as their individual members, trusts, estates, closely held businesses, and non-profit institutions. We offer expert technical knowledge and personalized service.
We have saved clients millions of dollars by searching out special provisions in federal and state tax law and monitoring changes in laws, regulations, and court rulings.
For businesses, we provide accounting and tax services to meet each client's specific requirements. For individuals, family offices and estates, we provide tax planning, compliance and return preparation services to meet financial planning objectives and minimize tax liability.