Joseph Montoya, CPA


Dedicated to client service, Joseph is passionate about finding optimal solutions within the complex realm of taxation.

Early in his career, Joseph learned that taking ownership requires time and resources. Because he offers conceptual and practical advice to his clients, they see him as a professional advisor who “has their back.”

Areas of Expertise

Joseph has extensive legal research experience in tax, helping him excel at providing comprehensive solutions to unique client situations. He can see the big picture view and show his clients how they fit in, putting them at ease. His expansive tax resume has led him to shine when completing various types of tax returns, including 1040s (individual), 1120s (corporate), and 1065s (partnership).

Membership & Professional Associations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • New Mexico Society of Certified Public Accountants (NMSCPA)
  • Colorado Society of Certified Public Accountants (CSCPA)

More About Joseph

Futbal or football?
“My favorite sporting events to watch are the Olympics. I look forward to them every few years.”

Coke or Pepsi?
“Coke. In fact, I participated in the “Pepsi Challenge” multiple times, and I always deciphered between the two correctly.”

Advice for aspiring CPAs
“As you interview, you‘ll likely get more than one offer. Most people just want to take the highest offer. Every job has two parts – the equity part you build on your resume and the monetary part. The skills you learn on the job will hold value longer. As you learn skills, your value rises. If you choose the wrong opportunity and decide to change paths, you usually have to start at the beginning. Look at the big picture early on and know where you want to be.”

Joseph received a Master of Accounting with an emphasis in tax from the University of New Mexico. He earned a Bachelor of Science with an emphasis in auditing and real estate from the University of Colorado, Boulder.


The first half of Joseph’s accounting career was spent at two Big 4 firms. He opted for a change of pace by helping an SEC reporting company with its IPO, then transitioned back into public accounting.