Accounting Services
Clear Numbers. Better Decisions.
Real Support.
Your finances are more than just tax returns—they’re the foundation of your business. From bookkeeping to long-term strategy, we look at the full picture to make sure nothing slips through the cracks. You can find surface-level advice anywhere—but real support, personal connection, and hands-on service? That’s what sets us apart. We listen closely to what matters most and work with you every step of the way.
Montana CPAs You Can Count On
We take the time to get it right—with proactive planning, clear communication, and direct access to experienced CPAs who handle everything for you.
Tax Services
Smart, stress-free tax planning and preparation.
From individuals to multi-entity businesses, we help you stay compliant, avoid surprises, and make tax season smooth and predictable. We plan ahead so you don’t have to panic later.
Bookkeeping
Accurate books, clear decisions.
Timely, organized bookkeeping gives you a clear picture of where your money’s going—and where it should be. We handle the details, so you can focus on running your business.
Payroll
Reliable payroll, every time.
We make payday simple. From direct deposits to tax filings, we handle payroll with accuracy and care—so your team gets paid and you stay compliant.
Strategic Advisory
Proactive guidance for smarter growth.
Whether you're starting out or scaling up, we provide personalized financial insight to help you make confident decisions—backed by experience and a deep understanding of your goals.
Second Look. Smarter Tax Savings.
Not sure your taxes were done right? Send us your most recent tax return—we’ll give it a second look with expert insight, fair pricing, and one-on-one support to help you uncover what others may have missed.
One-Time services
Ideal for startups, transitions, or annual compliance.
(Flat fee or billed per instance)
- Annual Tax Preparation
- Individual Federal and State Tax Returns
- Business (LLC, S-Corp, C-Corp, Partnership, Sole Prop) Returns
- Trust or Estate Tax Returns
- Non-profits & HOAs Tax Returns
- Business setup & compliance
- LLC or Entity Registration (with Montana Secretary of State)
- Federal EIN Application
- Secretary of State Annual Report Filing/Renewal
- 1099 filing
- Preparation and electronic filing for contractors
- QuickBooks setup or cleanup
- Initial configuration or file correction
Ongoing Services
Monthly or quarterly support to keep your business running smoothly.
(Customized packages available—only pay for what you need)
- Bookkeeping
- Monthly reconciliation
- Categorization and financial statements
- Dedicated QuickBooks support
- Payroll Processing
- Pay runs, tax withholding, quarterly filings
- Year-end W-2 and 1099 preparation
- Contractor/staff onboarding for payroll
- Tax Planning
- Quarterly estimates and strategy
- Calculation of reasonable compensation for S-Corp owners
- Proactive monitoring for deductions and credits
Advisory Services
For strategic decisions, tax efficiency, and long-term growth.
- Advanced Tax Planning
- Income shifting
- Entity structuring
- Retirement optimization
- Cost segregation studies
- Year-end scenario planning
- Business Advisory
- Profitability analysis and pricing strategy
- Hiring, compensation, and contractor classification guidance
- Succession planning or exit prep
- Cash flow forecasting
- Budgeting support and financial goal setting
- Audit Support or IRS Correspondence
- Help responding to IRS or state notices
- Representation during audits
Frequently Asked Questions
Do you only work with clients in Montana?
No. While most of our clients are based in Montana, we also work with individuals and businesses in other states.
How are your services priced?
Our pricing is based on the scope and complexity of work. After an initial consultation, we’ll provide a clear, custom proposal so you know exactly what to expect—no surprises, no hidden fees.
Do you work with individuals as well as businesses?
Yes, we work with both individuals and businesses. Whether you need help with a simple tax return or ongoing planning and support, we’ll meet you where you are and build a plan that fits.
What types of businesses do you specialize in?
We work with a wide range of industries across Montana—from agriculture and construction to real estate, outdoor recreation, and professional services. Each comes with its own challenges, and we take the time to understand how your business really works.
Do I have to come into the office to work with you?
Nope. While we love meeting face-to-face, we also work with clients remotely across Montana and beyond.
Will I work directly with a CPA?
Yes. You’ll work directly with experienced CPAs who take the time to understand your situation and follow through. We don’t pass you off or leave you guessing—we believe in clear communication and relationships that last.
Can you help with IRS issues or audits?
Yes. If you get a notice from the IRS or need help with an audit, we’re here to support you. We handle IRS correspondence, audit preparation, and representation—so you don’t have to face it alone.
Do you offer strategic planning or just compliance work?
We do both. We handle the filings and deadlines, but we also help clients plan ahead—whether that’s tax strategy, business growth, or long-term financial decisions.
FREE GUIDE:
10 Numbers Every Business Owner Should Know
As a business owner, you don’t need to be an accountant—but you do need to understand what your numbers are telling you. These 10 essential metrics give you the clarity, insight, and confidence to make informed decisions, plan ahead, and grow your business with purpose.
Track these numbers regularly, and you’ll be ahead of the curve.
