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NATHAN MONTGOMERY

NEWPORT BEACH, CALIFORNIA

I HAVE BEEN A TAX ACCOUNTANT, REAL ESTATE AGENT AND INSURANCE AGENT FOR OVER 15 YEARS. I HAVE OWNED A NUMBER OF SUCCESSFUL BUSINESSES INCLUDING A PAYROLL SERVICE, FOOD IMPORT BUSINESS, AND A CONFECTIONERY MANUFACTURING BUSINESS WITH SALES OVER 8 MILLION A YEAR. I AM NOW A CFO IN THE CALIFORNIA CANNABIS BUSINESS

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BUSINESS DEVELOPMENT, FINANCE, PAYROLL, HUMAN RESOURCES

15 YEARS AS AN IRS ENROLLED AGENT RUNNING A LARGE TAX LAW FIRM THAT HANDLED INDIVIDUAL AND SMALL TO MEDIUM TAX REPORTING AND COMPLIANCE. I HAVE REPRESENTED CLIENTS IN FEDERAL, AND STATE AUTHORITY AUDITS, AS WELL AS CREATED COMPLEX STRATEGIES FOR TAX LIABILITY MINIMIZATION. I HAVE ALSO STARTED A NUMBER OF SUCCESSFUL BUSINESSES MOST NOTABLY A CONFECTIONERY MANUFACTURER THAT SOLD THE NUMBER 3 PRODUCT TO TRADER JOE'S. THE TRIPLE GINGER SNAP. WHEN WE SOLD THE COMPANY WE WERE DOING OVER 8 MILLION IN ANNUAL SALES TO TRADER JOES.

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Member since December 2019