MONTUE, WOODARD & ASSOCIATES
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 1 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | MONTUE, WOODARD & ASSOCIATES | home page | |
| Website | https://montuewoodard.com/ | home page | |
| Office locality | LONG BEACH, CA | home page | |
| Phone | +15629870419 | home page | |
| Offers bookkeeping | Documented: ...helpful comparisons and calculations for effective, practical business analysis. Bookkeeping Timely, efficient bookkeeping services are available for businesses of all sizes.... | /our-services | |
| Month-end close + reporting | Documented: ...we delivery accuracy, reliability, and peace of mind-everytime." Accounting Services Financial Statements Financial Statement preparation for small business clients is a... | /our-services | 6 pts (max 6) |
| Software supported | QuickBooks | /our-services Oct 6, 2026 | 5 pts (max 5) |
| Local / remote model stated | Local | /our-services | 3 pts (max 3) |
| What is included / excluded | Documented: Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. | /our-services Oct 6, 2026 | 5 pts (max 5) |
| Reporting cadence stated | Documented: Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. | /our-services Oct 6, 2026 | 4 pts (max 4) |
| Named contact / team | Ted N. Montue, Owner | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: We offer In-Office and Over-the-Phone Appointments. We look forward to assisting you with your tax preparation and planning needs! | /request-an-appointment/contact-us Oct 6, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: 10 DLC Privacy Policy for text messaging purposes | /welcome-to-our-website/mwa-privacy-policy-for-t | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 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); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'MONTUE, WOODARD & ASSOCIATES'; individual CPA licences for 'Ted N. Montue' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'MONTUE, WOODARD & ASSOCIATES' in LONG BEACH, CA on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; 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: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from MONTUE, WOODARD & ASSOCIATES's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.