About us

About Dante

Dante L. Montoya is a Certified Public Accountant with over 40 years of experience in tax strategy, financial reporting, and business consulting. Licensed across four states, he has helped organizations achieve major cost savings, strengthen operations, and improve long-term profitability. Dante is recognized for his leadership on state and national accounting boards and his commitment to delivering clear, trusted financial guidance.

With a Bachelor of Science in Business Administration and an emphasis in Accounting, Economics, and Business, Dante combines deep technical knowledge with real-world business insight. He is licensed as a CPA in Washington, Oregon, Utah, and California and has completed more than 28 years of advanced professional education in accounting, taxation, finance, auditing, and management systems. Throughout his career, Dante has held key roles in public accounting, economic development, utilities, and major U.S. Department of Energy contractors. His work has led to multi-million-dollar cost savings, improved business systems, strengthened internal controls, and successful financial turnarounds—including recovering nearly $3M in distressed economic development loans and contributing over $21M in engineering and project design savings.

His areas of expertise include:

  • Tax consultation & preparation
  • Estate and valuation services
  • Business formation & strategic planning
  • Financial reporting, audits, & forensic investigations
  • Business system development & operational improvement
  • Mediation, arbitration, and complex business issue resolution

Dante also serves in numerous professional leadership roles, including appointments to state boards, national CPA committees, and industry advisory groups. He is a sought-after presenter for organizations such as the IRS Directors Practitioners Conference and the American Society of Women CPAs.

With a proven record of delivering measurable results, Dante Montoya brings trusted expertise, strategic insight, and a commitment to excellence to every client partnership.

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