Our Services
Tax Consulting, Planning and Preparation
We provide a full range of tax consulting, planning and preparation services that cover the following areas:
• Individual and Business Income Tax Returns
• Trust and Estate Tax Returns
• Gift Tax Returns
• Non-Profit Returns
• Federal and State support and correspondence
• Retirement and Succession Planning
• Real Estate Transaction Analysis
• Business Transaction Analysis
• Entity Selection
Payroll
• Full service payroll including all filings, payroll tax deposits and direct deposit availability
• Quarterly and annual payroll tax reporting
• Form 1099 report preparation
• Workers Compensation assistance
Bookkeeping and Accounting Services
• General Bookkeeping Services
• Review and Reconciliation of Client Books to keep them in order
• QuickBooks Software Support
We provide a wide range of services to assist our clients with their accounting needs.
Helpful Links
Presented below is a collection of tax links you might find helpful.
Internal Revenue Service
• Internal Revenue Service | An official website of the United States government (irs.gov)
Where is my refund?
• Refunds | Internal Revenue Service (irs.gov)
Montana Department of Revenue
• Montana Department of Revenue (mtrevenue.gov)
Where is my refund?
• Where's My Refund - Montana Department of Revenue (mtrevenue.gov)
2023 Montana Tax Rebates
• Where’s my Rebate- https://mtrevenue.gov/taxes/montana-tax-rebates
Montana Secretary of State
• Montana Secretary of State (sosmt.gov)
MT TAP
• TransAction Portal (mt.gov)
Montana State Fund
• Montana State Fund Website
Unemployment Insurance Division-Montana
• https://uieservices.mt.gov
Social Security
• Social Security number & card | SSA