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Phyllis Bardoe Montgomery

Phyllis Bardoe Montgomery, Degreed Accountant, Certified QuickBooks Online ProAdvisor

Phyllis joined the firm in 2019 and provides accounting and tax preparation services.

Phyllis is a native of Orlando and grew up in Southwest Orange County. She attended Bishop Moore Catholic High School and West Orange High School.  She received her Bachelor of Business Administration degree in Accounting from Millsaps College in Jackson, Mississippi. Phyllis has over 20 years’ experience in health care administration and finance.

Phyllis is a member of St. Luke’s United Methodist Church, and volunteers with the Guest Services team at the Dr. Phillips Center for the Performing Arts. In her spare time, she enjoys reading, traveling, doing craft projects and spending time with friends and family.

 


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Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Nonresident Taxpayers & Foreign Investors

SBC-CPA provides a variety of services to Nonresident Alien (NRA) taxpayers. The majority of our NRA clients are foreign investors in U.S. real estate or a...

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HOA Services

SBC-CPA provides services beyond core accounting work. Our firm offers extended value because we truly understand the challenges the real estate industry is facing in today’s economy. We recognize...

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