Category: news

New Tax Filing Deadline

By: Montgomery Taylor

Mar 23, 2020

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

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Dear Valued Clients

By: Montgomery Taylor

Mar 18, 2020

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

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

By: Montgomery Taylor Wealth Management

Feb 28, 2020

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

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

By: Montgomery Taylor

Dec 18, 2019

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

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The Thanks We Give Each Year

By: Josalynn Kirby

Nov 25, 2019

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

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor Wealth Management is a Registered Investment Advisor with the California Department of Business Oversight.