Terri Montgomery

Partner

1991 to Present
Email Terri Montgomery

Experience

Ms. Montgomery is a California Certified Public Accountant and a partner with VTD.  She has provided accounting, review, audit and advisory services to governmental entities, not-for-profit organizations and for profit corporations throughout California.  With over twenty-five years of experience, Ms. Montgomery’s knowledge of accounting and regulatory compliance is an asset to all of her clients.

With a focus on governmental agencies, Ms. Montgomery provides audit and advisory services to K-12 school districts, county offices of education and community colleges.  Each of these entities has their own unique reporting and compliance requirements.  Reporting under the Single Audit Act and in accordance with OMB Circular A-133 has become more focused and transparent over the past years with more federal dollars being made available to educational entities.  Student financial aid programs at the community colleges provide students a means to advance their educational goals and objectives; Ms. Montgomery understands the complex regulatory requirements related to the eligibility, awarding and payment of this aid and provides guidance to her clients in this area.

Ms. Montgomery is also one of the Firm’s partners providing audit and tax services to a large variety of nonprofit organizations. Ms. Montgomery assists nonprofit organizations in reporting information in a manner that is informative to donors and other interested parties as well as in compliance with generally accepted accounting principles.  Ms. Montgomery is the chair of the firm’s Nonprofit Practice Group.

Prior to joining VTD in 1991, Ms. Montgomery obtained her experience with a local Bay Area CPA Firm for over eight years with a focus on providing tax compliance and preparation services to individuals, not-for-profit organizations and commercial entities.  Her expertise in this area continues today with a significant part of her attention focused on federal and state tax regulation and how it affects individuals, partnerships, commercial entities and not-for-profit organizations.

Affiliations

Ms. Montgomery is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants (CSCPA).

Education

Master of Arts, Business Administration – Taxation | California State University, Hayward

Bachelor of Science, Accounting | California State University, Hayward