Tax, Bookkeeping & Accounting Services
Taylor Montgomery, CPA provides practical tax, bookkeeping, financial reporting, and accounting advisory services for individuals and businesses. Each engagement is scoped around the client’s facts, records, responsibilities, and goals.
Explore the core services below, then contact Taylor to discuss whether the requested work is a good fit.
Tax Preparation & Compliance
Individual and business tax preparation, estimated-tax payments, and related federal and state compliance. Explore Tax Preparation & Compliance.
Tax Planning
Proactive tax planning helps individuals and business owners understand upcoming obligations, evaluate opportunities, and make informed decisions throughout the year. Explore Tax Planning.
Bookkeeping & Accounting
Ongoing bookkeeping, account reconciliations, accounting cleanup, month-end support, and accurate financial records. Explore Bookkeeping & Accounting.
Financial Reporting & Accounting Advisory
Financial statement preparation, reporting support, technical accounting assistance, and help resolving more complex accounting matters. Explore Financial Reporting & Accounting Advisory.
Business & Special Project Advisory
Financial analysis, process improvements, accounting system support, audit readiness, and project-based financial consulting. Explore Business & Special Project Advisory.
Industry Experience
Taylor’s experience is especially relevant to construction, contractors, and skilled trades, real estate investors and developers, professional and service-based businesses, manufacturing and consumer products companies, and individuals, families, and retirees. Services are also available to owner-led and growing businesses that need clearer records, reporting, and tax coordination.
Let’s Talk About Your Accounting or Tax Needs
Whether you need individual tax assistance or ongoing support for a growing business, tell Taylor what accounting or tax help you are seeking. She will let you know whether the requested service appears to be a good fit.