Profiles: Linda Montgomery

Linda Montgomery

Linda Montgomery

MBA 84

Site Manager at Tax-Aid, Government Relations Committee at CalCPA, Trustee & Tax Advisory Board at Golden Gate University & CPA at Linda G Montgomery CPA

Sevice, Aid & Mentorship

As an incoming freshman, Linda studied Anthropology and Sociology at Cal Lutheran in Thousand Oaks. Linda then transferred to Cal State Long Beach, and changed her major to Home Economics and moved to Washington, DC, finishing her bachelor’s degree at the University of Maryland and became a junior high school Home Economics teacher.

Linda later worked at the legendary Bullocks Wilshire in downtown Los Angeles for seven years, buying for children’s wear. She earned several awards because she knew her customers and what they wanted, and most important, what they were willing to buy. Linda understood that advancing out of merchandising and into operations would require going back to school. So Linda moved to Foster City, attended Cal State Hayward and graduated with a Master of Science in Accounting.

By the time she graduated, Linda was over thirty and facing age discrimination. She would be at Arthur Young for the next five years, then Coopers & Lybrand for another five. Along the way she started work on her MBA in Taxation from Golden Gate. Like most tax students, she came to the San Francisco campus at the end of her workday.

When Linda eventually left Coopers, several clients followed. When asked to describe her greatest successes in the last twenty-two years of private practice, she mentions mentoring women she’d worked with at Coopers.

She first got involved with Tax-Aid when she transitioned into private practice from a career centered in the legendary Big 8 accounting firms of the 1980s. She is one of seven Tax-Aid volunteers who have marked more than twenty years with the program. In 2013 alone, those Tax-Aid clients received $49,068,719 in total refunds. The catalyst for founding Tax-Aid was the expansion of the Earned Income Tax Credit in the 1986 Tax Reform Act.

Her commitment to the Tax-Aid program was recognized by Golden Gate University in 2003, which presented her with its Community Service Award. About ten years ago, she was elected to serve on the Golden Gate Board of Trustees and is now in her fourth term. She chairs the Finance and Operations Committee and sits on the Board’s Executive Committee. Her husband was an adjunct professor at Golden Gate several years ago, as well.