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Montagna & Associates is your local Newport Beach CPA firm. Greg Montagna, president, is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), specializing in tax, small business accounting, and financial planning. For individuals, we specialize in complex income tax returns, tax controversies and audit representations, tax reduction strategies, retirement planning, estates, trusts, & wills, and wealth management and investments. For small business owners, we provide bookkeeping, payroll, tax, and full financial advisory services. Established in 1987, Montagna & Associates is located in Newport Beach, California, near the central Irvine business district.