Preparing For Upcoming Taxes In Sonoma County: 5 Things You Can Do Now
Income taxes can be stressful if you try and get them done right before a deadline. At the same timeRead More
We help you clearly envision and define your
long-term goals and provide the prudent,
comprehensive advice you need to get there.
Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.
We welcome you to visit our office for a no-obligation, complimentary meet-and-greet. We’ll
give you a tour of our friendly office and answer any questions you have.
Call 707-576-8700 today to schedule your appointment!
The recent Republican-led changes to the tax code have resulted in a lot of changes that businessesRead More