Montgomery Taylor, CPA

Our office is located in Santa Rosa, California, which is about one hour north of San Francisco and famous for being “Wine Country.” It is truly a beautiful community, close to the ocean, the mountains, and the whole San Francisco Bay Area. Our CPA firm prepares about 700 income tax returns per year. The vast majority of these are 1040s, but we do have a number of business entities and fiduciary returns as well. We use Lacerte as our tax software. We do assist some clients with year-end adjusting journal entries, bookkeeping, payroll, sales tax returns and property tax returns. Knowledge of Quickbooks and advising small business clients is very important. Our business clients represent multiple industries; we have no real industry concentration or specialization.