Montgomery Taylor Cpa
2880 Cleveland Avenue Suite 2
Santa Rosa, CA (California) 95403-2725
Santa Rosa, CA (California) 95403-2725
Business Details
12 years Since 2003
Taylor Montgomery (Cpa)
(707) 576-8776 (Fax)
| Products: | Tax Free Investments, Defined Benefit, Defined Contribution, Stocks, Iras, Sba Loans |
| Services: | Trust Planning, Living Trusts, Cash Management, Financial Management, Stocks, Iras, State Returns, Checking, Estate Planning, Tax Filing, Electronic Filing, Small Business Accounting, Small Business Consulting, Business Services, Sba Loans, Small Business Returns, Employee Benefit Plans, Employee Benefits & Pensions, Savings, Individual Services, Individual Accounting, Individual Returns, Retirement Planning, College Funding, Tax Return Preparation, Tax Preparation, Tax Services, Tax Reviews, Reviews & Compilations, Educati |
| Service Features: | Guarantees |
| Specialties: | Business Management Consulting, Estate & Probate Issues, Estate Planning, Inheritance, Investment Planning, Iras, Living Trusts, New Business Start Ups, Retirement Planning, Seminars, Small Business Consulting, Social Security, Stocks |
| Programs Offered: | Seminars |
| Location Features & Amenities: | Parking |
| Special Considerations: | Parking |
| Special Hours: | Office Calls |
| Certifications: | Authorized By The Irs, Accredited Tax Advisor, Certified Financial Planner, Certified Financial Manager, Registered Investment Advisor, Accredited Tax Preparer |
| General Content: | Payroll Services, 010280Attr:tax Preparation, 010310Attr:tax Preparation, 122120Attr:payroll, Retirement, Tax Planning |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 5-9 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Montgomery Taylor Cpa is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Accountants
- Accountants Certified Public Cpa
- Financial Advisory Services
- Financial Planning
- Tax Return Preparation
- Investment Management
- Investment Advice > Financial Planning & Services > Financial Advisory Services
- Investment Advice > Investment (Miscellaneous) > Investment Management
- Offices Of Certified Public Accountants > Accountants & Services
- Offices Of Certified Public Accountants > Accountants & Services > Accountants Certified Public
- Tax Preparation Services
- Investment Advice > Financial Planning & Services > Financial Advisory Services
- Investment Advice > Investment (Miscellaneous) > Investment Management
- Tax Return Preparation Services
- Accounting, Auditing, And Bookkeeping Services > Accountants & Services
- Accounting, Auditing, And Bookkeeping Services > Accountants & Services > Accountants Certified Public
