Areas Served by Taylor Montgomery, CPA
Taylor Montgomery, CPA provides tax preparation, tax planning, bookkeeping, financial reporting, and accounting advisory to individuals and businesses in Orange, Los Angeles, Riverside, and San Diego counties in California; Ada County in Idaho; and other permitted locations.
Most services can be handled securely and efficiently through online meetings and document exchange. In-person meetings may also be arranged based on location, scheduling, and engagement needs.
Orange County, California
Taylor serves individuals and businesses throughout Orange County, including Laguna Niguel, Irvine, Newport Beach, Mission Viejo, and surrounding communities. Explore CPA services in Orange County.
Los Angeles County, California
Taylor serves individuals and businesses throughout Los Angeles County through secure remote service, with in-person meetings available by arrangement. Explore CPA services for Los Angeles County.
Riverside County, California
Taylor serves individuals and businesses throughout Riverside County through secure remote service, with in-person meetings available by arrangement. Explore CPA services for Riverside County.
San Diego County, California
Taylor serves clients across San Diego County, including San Diego, Carlsbad, Encinitas, Oceanside, and surrounding communities. Explore CPA services for San Diego County.
Ada County, Idaho
Services are available to clients in Boise, Meridian, Eagle, Star, Kuna, and other Ada County communities. Explore CPA services for Ada County.
Services Available
The primary services available across these markets include:
- Tax preparation and compliance
- Proactive tax planning
- Bookkeeping and accounting
- Financial reporting and accounting advisory
- Business and special-project advisory
A Consistent Working Process
Regardless of location, each engagement begins with a discussion of the requested service, records available, timing, responsibilities, and expected deliverables. Secure processes are used for confidential documents and information.
All engagements are subject to professional requirements, availability, and a written agreement defining the scope of services.
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 use the contact form.