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← Back to Bookkeepers in the Greenville-Anderson Area, SC Compared (2026)Montgomery and Company, CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
0 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Montgomery and Company, CPAs | home page | |
| Website | https://montgomeryandco.com/ | home page | |
| Office locality | Greenville, SC | /contact | |
| Phone | +18642338449 | home page | |
| Offers bookkeeping | Documented: ...Montgomery and Company, CPAs Home More time, freedom, and money to do what you love! Bookkeeping • Payroll • Tax • Coaching Bookkeeping • Payroll Tax • Coaching Let’s Talk... | home page | |
| Payroll coordination | Documented: ...and Company, CPAs Home More time, freedom, and money to do what you love! Bookkeeping • Payroll • Tax • Coaching Bookkeeping • Payroll Tax • Coaching Let’s Talk Clarity &... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...always speaking to a real expert, whether it’s a tax issue, payroll question, or our financial statements. -Phyllis, Advisory Client (864)761-4141 | home page | 6 pts (max 6) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Andrew J. Hudson · CPA (self-reported to the IRS, not a state license) · business name on the record: Montgomery and Company CPA's | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Andrew Hudson, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...turn down a chance to soak up the hot sun on the beach. Carter Murphy Accountant As a dedicated accountant, Carter has earned a Bachelor’s in Business Management from Palm Beach... | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; AP / AR (0 pts, max 4); Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: South Carolina Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Andrew J. Hudson under the business name 'Montgomery and Company CPA's' in Greenville, SC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Montgomery and Company, CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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