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Professional Accounting & Tax Services

Taylor & Associates CPA Firm PLLC provides personalized tax assistance, projections, and education. We empower leaders with the clarity needed to meet every financial requirement and deadline with confidence and precision.

Empowering Your Financial Future

We offer specialized financial services that give business leaders the technical foresight needed to manage requirements without the guesswork.

Tax Strategy & Compliance

We handle year-round tax mapping and projections to help you stay ahead of obligations while protecting your resources. Professional filing that respects your timeline.

Accounting Services

We are a full-service accounting office offering bookkeeping services, payroll, sales tax, financial statements and advisory services.

Strategic Projections

We build tax projections that help you plan for the coming quarters. By visualizing paths to growth,and strategies for tax savings, you can make informed decisions grounded in actual business performance.

Strategic Business Guidance & Compliance

We provide personalized financial services to empower leaders with clarity and strategic foresight. Beyond traditional accounting, we focus on education and long-term stability.

  • Bookkeeping Services
  • Payroll Services
  • Sales Tax
  • Financial Statement Preparation
  • Advisory Services
  • Quarterly Tax Projections
  • Federal and State Filings
  • Compliance Education
  • Deadline Management
  • Tax Return Preparation

Direct Financial Oversight for Modern Firms.

We handle the complex tax strategies and technical accounting so you can focus on leading your organization. Our approach is built on clarity and consistent communication, ensuring every deadline is met without the standard corporate friction.

Taylor & Associates specializes in personalized tax assistance and strategic financial projections. We provide business owners with the data and compliance education necessary to navigate federal and state requirements with total confidence.

Privacy Policy

At Taylor & Associates, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or use our services.

Information We Collect

 

We may collect the following information:

  • Name

  • Email address

  • Phone number

  • Mailing or billing address (if applicable)

  • Information submitted through contact forms

  • Service requests and customer communications

  • Any additional information you voluntarily provide

 

How We Use Your Information

We use your information to:

  • Provide and manage our services

  • Respond to inquiries and customer support requests

  • Schedule appointments or consultations

  • Send service updates and account notifications

  • Improve our website and customer experience

  • Comply with legal and regulatory requirements

 

SMS Communications

If you provide your mobile phone number and consent to receive text messages, you may receive SMS communications from Taylor & Associates regarding:

  • Appointment reminders

  • Service updates

  • Customer support

  • Account notifications

  • Promotional messages (only if you have expressly opted in)

 

Message frequency may vary.  Message and data rates may apply depending on your mobile carrier.  You can opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or contact us using the information below.

SMS consent is not shared with third parties or affiliates for marketing purposes.

 

Sharing of Information

We do not sell, rent, or trade your personal information.

We may share your information only with trusted service providers that help us operate our business, such as payment processors, website hosting providers, customer relationship management platforms, or SMS messaging providers. These providers are required to safeguard your information and use it only to perform services on our behalf.

We may also disclose information if required by law or to protect our legal rights.

 

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

 

Data Retention

We retain personal information only as long as necessary to provide our services, fulfill contractual obligations, comply with applicable laws, and resolve disputes.

 

Your Privacy Rights

 

You may have the right to:

  • Request access to your personal information.

  • Request correction of inaccurate information.

  • Request deletion of your personal information where permitted by law.

  • Withdraw consent for marketing communications.

  • Opt out of SMS communications by replying STOP.

Questions about this policy can be sent to admin@taylor-cpafirm.com. Last updated July 2026.

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