Category: news

Financial Advisors in Sonoma County Warn: 3 Scams to Avoid in Today’s Climate

May 11, 2020
As if there isn’t enough to worry about right now, financial advisors in Sonoma County are warning their clients about […]

New Information Regarding the Tax Extension Relief

Mar 30, 2020
We have new information regarding the tax extension relief that we wanted to share with you: Second-quarter Federal estimated income […]

New Tax Filing Deadline

Mar 23, 2020
The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]

Dear Valued Clients

Mar 18, 2020
As more information continues to flood in about the spread of the Coronavirus, we want you to know that we […]

Montgomery Taylor, CPA, CFP, has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry

SANTA ROSA, CA, February 26, 2020 – Montgomery Taylor, CPA, CFP, has been inducted into Marquis Who’s Who. As in […]

Montgomery Taylor Wealth Management Announces Acquisition of the Stephen Imboden, CPA Firm

Dec 18, 2019
Santa Rosa, CA, December 9, 2019 – The Santa Rosa-based wealth management and accounting firm, Montgomery Taylor Wealth, announced today […]

The Thanks We Give Each Year

Nov 25, 2019
Whether it’s turkey or ham, cranberry jelly or sauce, stuffing or mashed potatoes, everyone has their Thanksgiving traditions. Each year […]