Caroline Montgomery, CPA

Director of Tax Services

Who I Work With

As Director of Tax Services at Red Bike Advisors, I enjoy working with businesses of all sizes and with individuals that have complex tax situations to help them strategize and optimize their income taxes.

My Specialty

As a CPA, I have an extensive background in tax planning and strategy. I’ve taken a keen interest in working with dentists and enjoy finding ways to help them minimize their taxes.

Designations & Degrees

I’m a Certified Public Accountant and hold a Bachelors of Science in Accounting and a Masters of Science in Accounting from East Carolina University.

When I’m Not at Work

I love to travel with my husband, Mike. We’ve been to Africa, Alaska and Italy to name a few. I spend a lot of time with my dog, Mason, whether it’s going on walks, hanging out on the couch or doing something on the water with him. Aside from that, I enjoy going to the beach, going out on the boat and cooking. I also currently serve on the board for NourishNC, a local non-profit organization in Wilmington.

The Bottom Line

“I enjoy helping people navigate the complexities of the ever-changing tax world. Every year there are new rules and regulations, and my goal is to make sure my clients are following those and using them to their full potential.”