Certified Public Accountants

Tax strategy and financial clarity for businesses that demand precision.

For over two decades, Montgomery & Yarbrough has guided Rock Hill businesses and individuals through complex tax landscapes, audit preparation, and strategic financial planning — with a commitment to accuracy that speaks for itself.

25+ Years of Practice
500+ Clients Served
100% Client Retention
Professional office interior at Montgomery and Yarbrough

What We Do

Comprehensive financial services, tailored to your situation.

Tax Planning & Preparation

Proactive tax strategies that minimize liability and maximize returns — for individuals, partnerships, corporations, and trusts. We stay ahead of code changes so you don't have to.

  • Individual & business tax returns
  • Quarterly estimated tax planning
  • IRS representation & resolution
  • Estate & trust tax filings

Audit & Assurance

Independent audit, review, and compilation services that give stakeholders confidence in your financial statements. We bring rigor, independence, and clear communication to every engagement.

  • Audit engagements
  • Review & compilation reports
  • Special-purpose framework audits
  • Notary & certification services

Business Advisory

Strategic guidance for growth, succession, and operational efficiency. From cash flow management to entity selection, we help you make decisions with clarity and confidence.

  • Financial forecasting & modeling
  • Business valuation & succession
  • Bookkeeping & payroll oversight
  • Entity structure & compliance

Consulting & Advisory

Beyond the numbers — we provide thoughtful counsel on financial systems, technology implementation, and regulatory compliance tailored to your industry and scale.

  • Accounting system setup & migration
  • Internal control design
  • Regulatory compliance advisory
  • CFO-level part-time support
Montgomery and Yarbrough team during a client consultation

About Our Firm

Rooted in Rock Hill. Committed to excellence.

Montgomery & Yarbrough is a full-service CPA firm headquartered at 546 Main St. E. in Rock Hill, South Carolina. Our practice is built on a simple principle: every client deserves the same attention to detail and strategic thinking that we would bring to our own finances.

We serve a diverse clientele — from solo practitioners and growing startups to established family businesses and individuals with complex tax situations. Our experience spans healthcare, manufacturing, professional services, real estate, and nonprofit organizations throughout the Piedmont region.

What sets us apart is our approach. We don't just file returns and move on. We take the time to understand your goals, anticipate challenges, and develop strategies that evolve with your circumstances. The relationships we build are long-term by design.

Integrity First
Precision in Every Detail
Long-Term Partnership
Local Expertise, National Standards

Our Approach

A methodical process that delivers results.

01

Discovery Call

We begin with an in-depth conversation to understand your financial situation, objectives, and concerns. No assumptions — just clear, honest dialogue.

02

Strategy Development

Our team analyzes your circumstances and designs a tailored plan — whether it's tax optimization, audit preparation, or long-term financial strategy.

03

Execution

We handle the details with meticulous care — filings, reports, communications with agencies — so you can focus on what matters most.

04

Ongoing Partnership

Financial needs evolve. We provide continuous monitoring and proactive advice throughout the year, not just during tax season.

Get Started

Ready to bring precision to your financial strategy?

Schedule a complimentary consultation with our team. We'll discuss your needs and explain how we can help — no obligation, no pressure.

Contact Us

We'd like to hear from you.

Whether you have a question about our services or want to schedule a consultation, reach out and we'll respond within one business day.

Hours Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

We respect your privacy. Your information will never be shared with third parties.

Is this your business?This is my business