Tax Preparation & Compliance for Individuals and Businesses
Tax compliance should be accurate, organized, and connected to the broader financial picture. Taylor Montgomery, CPA provides individual and business tax preparation, estimated-tax support, and related federal and state compliance.
Each engagement begins with the client’s facts, filing obligations, and available records—not a one-size-fits-all checklist.
Tax Preparation Services
Support is tailored to the return, filing requirements, and information available. Taylor explains what is needed, identifies open questions, and keeps the process organized from information gathering through completion.
- Individual federal and state income-tax returns
- Business income-tax returns for eligible entities
- Extensions and estimated-tax calculations
- Multi-state filing coordination when within the agreed scope
- Year-end information requests and tax-document organization
Business Tax Compliance
Business tax filings are more useful when they begin with reliable accounting records. When appropriate, Taylor can identify bookkeeping or reconciliation issues that should be addressed before the return is completed and connect clients with bookkeeping and accounting support.
- Review of available year-end financial information
- Identification of missing or inconsistent records
- Coordination of business and owner tax information
- Clear documentation of items requiring client decisions or follow-up
Individual Tax Preparation
Individual returns can become more complex when they involve investments, retirement distributions, estimated payments, business ownership, rental activity, or income from more than one state. Taylor provides organized support based on the client’s actual facts.
- Wage, retirement, and investment income
- Estimated-tax payments and withholding information
- Rental or pass-through business information
- State filing considerations within the engagement scope
Compliance and Planning Work Together
Tax preparation addresses reporting requirements for a completed year. Proactive tax planning looks forward. When a return reveals a recurring issue, planning can help the client understand upcoming obligations and evaluate options before the next filing deadline.
A Clear Engagement Process
The engagement agreement identifies the returns and services included, client responsibilities, deadlines, and fees. Tax preparation does not include legal advice or services outside the written scope.
Tax outcomes depend on each client’s facts and circumstances. No particular tax result is guaranteed.
Who This Service Helps
Tax preparation and compliance services are available to eligible individuals, families, and retirees and to owner-led businesses, including contractors and skilled trades, real estate investors and developers, professional and service-based businesses, and manufacturing and consumer-products companies.
Let’s Talk About Your Tax Preparation Needs
Tell Taylor what type of individual or business tax preparation support you need, 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.