Need Santa Rosa Tax Help by Phone? Call 707- 576- 8700

www.TaxWiseAdvisor.com

Our Santa Rosa based firm prides itself on being proactive and providing our clients with plenty of tax-saving advice. While some CPAs may only be concerned about getting the right numbers into the right boxes on your tax return, we take it beyond that—wanting to ensure that you not only pay the lowest amount of tax as legally possible, but also to provide you with friendly advice which may reduce your taxes in future years and increase your investment net-worth.

Our founder, Montgomery Taylor, has 30 years of experience in Sonoma County. As a CPA and Certified Financial Planner, with offices located in Santa Rosa, he is a tax and investment strategist with a passion for giving his clients better advice for their money. To do this, he has surrounded himself with a competent and experienced staff of professionals. We work as a team to help our clients with their financial needs, in the areas of: income tax preparation, tax planning, financial planning, college financial aid planning and fee-only investment management services.

We came up with a tag-line for our firm that would explain our own particular culture. . . kind of low-key, informal, friendly, a little sassy, professional (without being stuffy) and at your service. Here’s what we came up with:

“Better Advice for Your Money”

That one phrase says it all. Our hope is that you will come see us and allow us to demonstrate it for you.

Montgomery Taylor CPA
2635 Cleveland Avenue, Suite 5
Santa Rosa, CA 95403
Phone: 707-576-8700

*Always consult a legal professional in person before taking any legal action related to your case or situation.

Sample Tax Questions

How can I get out of paying a tax penalty for early withdrawal from a retirement account?
My home was foreclosed on by the bank. Do I have to pay tax on the cancellation of debt income?
What investment strategies can I use to reduce my income taxes?
Does Santa Rosa have a business tax I’m supposed to pay?
Is the life insurance money I received taxable?
Do I have to claim the inheritance I received as taxable income?
Can I deduct investment management fees?
Can I deduct the cost of commuting to my job?
Is there an age limit on claiming my children as dependents?
How much does an unmarried dependent student have to make before he or she has to file an income tax return?
If I claim my daughter as a dependent because she is a full-time college student, can she claim herself as a dependent when she files her return?
For head of household filing status, do you have to claim a child as a dependent to qualify?
What should I do if I made a mistake on my federal return that I have already filed?
Is the cost of yard maintenance for my rental property tax deductible?
Can I deduct the sales tax I paid on the purchase of a new car?
How do I know if I have to file quarterly estimated tax payments?
I’m a full-time student at Santa Rosa Junior College and work part-time. What types of my educational expenses are tax deductible?
What is the Lifetime Learning Credit?
I donated several items to a charitable thrift store and would like to take a charitable contribution deduction for this donation. Do I need to attach any special forms to my tax return?
Can I deduct alimony paid to my former spouse?
Can I deduct child support?
I used a home equity line of credit to pay off some bills. Is the interest on this loan deductible as a second mortgage?
Is the mortgage interest and property tax on a vacation home deductible?
Can I deduct the cost of classes I need to take for work?
I pay the cost of having my mother in a nursing home. Can I take a tax deduction for this?
What kind of records do I have to have to deduct the cost of child care for my son while I’m at work?
My daughter’s college requires her to have a computer. Is the cost of her computer tax deductible as an education expense?
I purchased a home in Santa Rosa last year. What kind of tax credits or tax deductions am I entitled to?
I turned 65 last year and started receiving social security payments. Do I have to pay taxes on my social security benefits?
I am self-employed. What tax forms must I file to report my income?
I am receiving payments from a reverse mortgage. Is this taxable income?
How do I know if I am required to file taxes?

“Better Advice for Your Money”

Sample Tax Questions

How can I get out of paying a tax penalty for early withdrawal from a retirement account?

My home was foreclosed on by the bank. Do I have to pay tax on the cancellation of debt income?

What investment strategies can I use to reduce my income taxes?

Does Santa Rosa have a business tax I’m supposed to pay?

Is the life insurance money I received taxable?

Do I have to claim the inheritance I received as taxable income?

Can I deduct investment management fees?

Can I deduct the cost of commuting to my job?

Is there an age limit on claiming my children as dependents?

How much does an unmarried dependent student have to make before he or she has to file an income tax return?

If I claim my daughter as a dependent because she is a full-time college student, can she claim herself as a dependent when she files her return?

For head of household filing status, do you have to claim a child as a dependent to qualify?

What should I do if I made a mistake on my federal return that I have already filed?

Is the cost of yard maintenance for my rental property tax deductible?

Can I deduct the sales tax I paid on the purchase of a new car?

How do I know if I have to file quarterly estimated tax payments?

I’m a full-time student at Santa Rosa Junior College and work part-time. What types of my educational expenses are tax deductible?

What is the Lifetime Learning Credit?

I donated several items to a charitable thrift store and would like to take a charitable contribution deduction for this donation. Do I need to attach any special forms to my tax return?

Can I deduct alimony paid to my former spouse?

Can I deduct child support?

I used a home equity line of credit to pay off some bills. Is the interest on this loan deductible as a second mortgage?

Is the mortgage interest and property tax on a vacation home deductible?

Can I deduct the cost of classes I need to take for work?

I pay the cost of having my mother in a nursing home. Can I take a tax deduction for this?

What kind of records do I have to have to deduct the cost of child care for my son while I’m at work?

My daughter’s college requires her to have a computer. Is the cost of her computer tax deductible as an education expense?

I purchased a home in Santa Rosa last year. What kind of tax credits or tax deductions am I entitled to?

I turned 65 last year and started receiving social security payments. Do I have to pay taxes on my social security benefits?

I am self-employed. What tax forms must I file to report my income?

I am receiving payments from a reverse mortgage. Is this taxable income?

How do I know if I am required to file taxes?