Contact Taylor Montgomery, CPA
Serving individuals and businesses in Orange, Los Angeles, Riverside, and San Diego counties in California, and Ada County, Idaho. Remote accounting and advisory support is available nationwide. In-person meetings are available by arrangement.
Call or email Taylor using the information below to describe the tax, bookkeeping, financial-reporting, or accounting-advisory support you are seeking.
Taylor will review the request and let you know whether the work appears to be a good fit for the firm.
What to Include
When contacting Taylor, provide enough general information to identify the service you need, but do not send Social Security numbers, tax documents, bank information, or other sensitive financial records through ordinary email.
- Whether the request involves an individual, business, or both
- The type of service needed
- The tax year or reporting period involved
- Any important deadline
- Your preferred method of contact
Services Available
Taylor provides tax preparation and compliance, proactive tax planning, bookkeeping and accounting, financial reporting, accounting advisory, audit readiness, and selected special-project support. Attest services are not provided.
Engagements and Confidential Information
Calling or emailing does not create a client relationship. Services begin only after the scope, responsibilities, timing, and fees are documented in a signed engagement agreement. Secure instructions for exchanging confidential information will be provided when appropriate.
Taylor Montgomery, CPA • (949) 541-8231 • taylor@taylormontgomerycpa.com
Let’s Talk About Your Accounting or Tax Needs
Whether you are an individual, family, retiree, business owner, or growing company, tell Taylor what accounting or tax support you need. She will review the request and let you know whether the work appears to be a good fit.