CPA Tax & Accounting Services for San Diego County
Taylor Montgomery, CPA supports individuals and businesses in San Diego County with tax preparation, proactive planning, bookkeeping, financial reporting, and accounting advisory.
Clients work directly with an active CPA with nearly 12 years of experience across tax, accounting, audit, and financial reporting. Taylor focuses on clear communication, reliable records, and practical recommendations tied to each client’s facts.
Tax, Bookkeeping and Advisory Support
The scope is built around the requested service, available records, responsibilities, timing, and intended deliverables.
- Individual and business tax preparation and federal/state compliance
- Year-round tax planning and estimated-tax support
- Ongoing bookkeeping, reconciliations, and cleanup
- Financial statements and management-reporting support
- Accounting systems, audit readiness, and special projects
Tax Preparation and Proactive Planning
Taylor helps clients organize tax information, meet filing obligations, and evaluate upcoming payments or significant decisions. Planning can be coordinated with current accounting information when that information is available and reliable.
Bookkeeping and Reporting
Ongoing reconciliations and accurate classification improve the quality of tax filings and management reports. Taylor can assist with cleanup, month-end work, supporting schedules, and clearer reporting processes.
Relevant Industry Experience
Taylor’s experience is particularly relevant to real estate, construction, manufacturing and consumer products, professional and service-based businesses, and individuals, families, and retirees, including people with complex income sources.
Communities Served
Taylor serves clients throughout San Diego County, including San Diego, Carlsbad, Encinitas, Oceanside, and surrounding communities. Services can be provided remotely, and in-person meetings may be arranged in advance.
Direct CPA Support
Clients communicate directly with Taylor. The engagement agreement defines the scope, responsibilities, deliverables, timing, and fees before services begin.
Support for Owner-Operated and Professional Service Businesses
Owner-operated companies and professional service firms may need coordinated bookkeeping, financial reporting, cash-flow visibility, estimated-tax support, and business/owner tax planning. Taylor provides accounting support for professional and service-based businesses based on the client’s records, transaction activity, and reporting needs.
Real Estate, Construction, and Project-Based Work
San Diego County’s real estate and construction activity can create entity-level, project-cost, cash-flow, and tax-reporting questions. Relevant services include real estate accounting, contractor accounting, bookkeeping, tax planning, and financial reporting within the agreed engagement scope.
Frequently Asked Questions
Do you work remotely with San Diego County clients?
Yes. Services can be provided remotely, and in-person meetings may be arranged in advance based on location, availability, and the engagement.
Can you provide tax planning during the year?
Yes. Proactive planning may address expected income, estimated payments, significant transactions, and other known changes before the tax return is prepared.
Can bookkeeping and financial reporting be provided together?
Yes. Depending on the engagement, Taylor can assist with reconciliations, cleanup, month-end accounting, supporting schedules, financial statements, and management reporting.
What types of San Diego County clients may be a fit?
Potential clients include owner-operated businesses, professional service firms, contractors, real estate clients, manufacturing or consumer-products businesses, and individuals, families, and retirees.
How is the engagement scope determined?
The requested services, records, responsibilities, timing, deliverables, and fees are discussed and documented in a written engagement agreement before work begins.
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 let you know whether the requested service appears to be a good fit.
Call (949) 541-8231, email taylor@taylormontgomerycpa.com, or visit the Contact page.