About Taylor Montgomery, CPA
Taylor Montgomery is an active Certified Public Accountant with nearly 12 years of experience across tax, accounting, audit, and financial reporting. Her background includes public accounting and financial reporting roles with both public and privately held companies.
Today, Taylor works directly with individuals and business owners who need clear, reliable support with tax compliance, proactive planning, bookkeeping, accounting cleanup, and financial reporting. Her experience is especially relevant to real estate, construction and skilled trades, manufacturing and consumer-products businesses, professional and service-based businesses, owner-led and growing businesses, and individuals, families, and retirees.
Taylor primarily serves individuals and businesses in Orange County, Los Angeles County, Riverside County, and San Diego County in California, as well as Ada County, Idaho. Remote accounting and advisory support is available nationwide.
A Practical, Connected Approach
Accurate books, tax compliance, planning, and financial reporting should work together. Taylor helps clients understand how these areas affect one another so they can address current obligations while making better-informed decisions throughout the year.
Her approach is organized, responsive, and practical. Engagements are scoped around the client’s actual needs, with clear explanations and direct access to the CPA performing or overseeing the work.
Experience That Supports Better Decisions
- Nearly 12 years of experience in tax, accounting, audit, and financial reporting
- Public accounting and corporate financial-reporting experience
- Technical accounting, reconciliations, close support, and audit readiness
- Tax preparation and proactive planning for individuals and businesses
- Industry experience involving real estate, construction, manufacturing, consumer products, and individuals
What You Can Expect
- Clear explanations without unnecessary jargon
- Responsive, organized communication
- Services scoped to your actual needs
- Practical recommendations grounded in reliable financial information
- Direct CPA involvement throughout the engagement
Who Taylor Serves
Taylor works with individuals, families, and retirees, real estate professionals, investors, and developers, contractors and skilled trades, manufacturing and consumer-products businesses, professional and service-based businesses, and other owner-led or growing companies.
Professional services are subject to an engagement agreement that defines the scope, responsibilities, and fees. Results depend on each client’s facts and circumstances.
Let’s Talk About Your Accounting or Tax Needs
Tell Taylor what type of accounting or tax support you are looking for, and she will let you know whether the requested service appears to be a good fit.
Call (949) 541-8231 or email Taylor@TaylorMontgomeryCPA.com.