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Here’s what a few clients of Montgomery Taylor, CPA, CFP have to say about our services …
Saved Me a Lot of Money…
“I am very impressed with the way my taxes were completed. There were deductions I didn’t know I could use and that lowered the payment I had to pay. It was very thorough and saved me a lot of money. The price was also reasonable. I will be back  next year, no doubt. Thank you.” — Kathleen Christman (Self-Employed Caregiver, Windsor)
Monty Produced Unheard of Results…
"My family’s tax situation is much like many other families. We have two good incomes (one as employee, the other self-employed), we own our home, children in college, and are in a generally main-stream situation. We finally had it (with our prior CPA/Advisor) and decided that we needed higher-quality and more personal service. This year our taxes were done by Monty Taylor, and what a difference!
Monty’s consultative manner and his careful attention to detail produced two unheard of results: Lower taxes than last year even though we had higher income, and a pleasant experience (unheard of). This experience was so positive that we are planning to use Monty’s financial planning services later this year. I will gladly recommend Monty Taylor to anyone who is determined to make tax season as painless as possible.” — Chris Lamela (Self-Employed Banking Industry Consultant, Santa Rosa)
I Feel Like a Person…
“After having dealt with [prior firm] for so many years, I grew tired of their impersonal atmosphere and outrageous fees they had charged and decided to search for a new tax preparer. I came across a flyer for Montgomery Taylor’s office about a year or two ago and decided to try his office. The minute I walked in the door, I felt a sense of comfort and was instantly at ease. I liked the small office atmosphere and being made to feel like a person and not just another bundle of paperwork being shuffled through the process.
Montgomery is very thorough when it comes to preparing my taxes (not to mention I’m always quite happy with the returns I’ve gotten!). He also manages an IRA portfolio for me from my prior employer and I’m very satisfied with the service I’ve gotten. His staff is always in contact with me on a regular basis and I appreciate the way they continuously update me on the progress of my IRA. All in all, I’ve always been very satisfied with the services Montgomery Taylor’s office has provided me with and have referred (as well as suggested) a number of people to him.” — Erika Spencer (Customer Service, Pape’ Machinery, Santa Rosa)
Helped Immensely With Our First Home…
“Monty Taylor helped immensely with our taxes the year we bought our first home. Despite many challenges, he prepared our taxes quickly and effectively.” —
Justin Patrin (Self employed Computer Consultant, Santa Rosa)
Got The Biggest Refund…
“He did a great job making sure that I got the most refund possible. I also like that he clearly showed me exactly what he did.” — Asia Barnett (Sales Associate, Santa Rosa)
Saved Me a Lot of Stress…
“I waited until the last day of my extension to file. I had no one to do my taxes for me. I called Monty’s office, was treated extremely well, he got my taxes done that day and saved me a lot of stress. Thank you!” —
Patrick Madison (Auto Repair Shop Owner, Santa Rosa)
Relaxed Feeling…
“I had a very relaxed feeling. I felt confident with his advice.” —
Randell Peterson (Retired, Santa Rosa)
Extremely Fast and Accurate Service…
“I’m amazed with the extremely fast and accurate service provided by Mr. Taylor and his staff. Very good teamwork! Prices were very comfortable.” —
Yoko Spencer (Retired from Kaiser Hospital, Santa Rosa)
No Other CPA is More Thoughtful…
“Can’t think of anyone I’d rather take my business to that would put forth as much thoughtfulness as Mr. Taylor. Does an excellent job!” —
Patricia Azevedo (Customer Service – Insurance Co., Santa Rosa)
Took a Big Step Up…
“Usually, I did my taxes thru H&R Block, but this time I did some research and found a very professional tax accountant in Monty Taylor. He was quick, professional, personable and always available for questions.” —
Rudy Grant (Buyer – Manufacturing Company, Santa Rosa)
Took Advantage of All Deductions…
“I was very satisfied with the tax service provided. I felt that I was able to take advantage of all deductions available to me. The service was fast and professional.”
— Michael Chamberlain (Department Manager at Kaiser Hospital, Sebastopol)
Never Felt Rushed…
“Excellent. Very thorough, never felt rushed, and the turn-around was incredible. Rates were very competitive.” —
Fred Shen (Marketing Manager, Larkspur)
Well Considered & Useful Advice…
“I have the utmost confidence in the abilities of Monty Taylor to provide courteous, timely, and correct tax information! His advice is both well considered and useful. I can’t imagine trusting my work to anyone else!” —
Lynn Morton-Weil (Administrative Assistant, Cotati)
Turned My Taxes Over to an Expert…
“I have always done my own taxes, but when my situation got more complicated, I needed help. I was instantly at ease with Mr. Taylor as he walked me through each step. I found him to be a very competent and trustworthy tax advisor.” —
Janelle McMillon (Caregiver, Santa Rosa)
Spreading the Word…
“You were all great! Thank you so much. I’m telling everyone I know!” —
Ray Rose (Loan Agent, Rohnert Park)
A Man of Integrity…
“Montgomery Taylor is a man of integrity and did a job well done. We now know what we can do to help our tax situation for next year from the input he imparted to us.” —
Rick Johnson (Postal Worker, Sebastopol)
Fast and Friendly Service…
“I am very satisfied with the service I received. Everyone in the office was polite, and Mr. Taylor was very quick to get my taxes done. I also like the cost better than any other service I have used.” —
Susan Doucette (Middle School Teacher, Santa Rosa)
More Deductions and No Unnecessary Fees…
“Mr. Taylor avoided charging me any extra for unnecessary forms. He did find a way for me to claim an additional $600. I was more than happy to pay the thrifty amount asked for the filing of the form.” —
Courtney Colburn (Student, Rio Nido)
Best Ever Tax Experience…
“Monty Taylor gave me the best experience that I ever had . . . very perfect work. I will recommend him to family and friends.” —
Joel Minadeo (Foreman, Santa Rosa)
Good Answers…
“I like that my taxes were done promptly. Had good answers to my questions. Would recommend to others.” —
Lee Merritt (Bakery Manager, Petaluma)
Time Well Spent …
“Mr. Taylor and his tax firm have been an asset to my time and money. They are the tax preparers I will continue to use in the future, for business and personal.” —
Alan Smith (Painting Contractor, Santa Rosa)
No Appointment Necessary…
“I was able to walk in and get my taxes prepared immediately. I will be a repeat customer!” —
Rick Hunt (Technician, Santa Rosa)
Help With Past Returns…
“We were very satisfied with the services provided. We came in with more than one year’s worth of taxes to file and Mr. Taylor was extremely helpful in processing the returns.” —
Hope Parker (Customer Service, Santa Rosa)
Perfection! …
“Thanks a million for everything! I just walked in and the service was perfect. See you next year!” —
Travis Morgan (Cook, Santa Rosa)
This Says it All…
“Professional service and peace of mind at a reasonable rate.” —
Sam Connerley (Route Sales Rep, Santa Rosa)
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