Rooted in Montana · Licensed nationwide
Balanced books, confident tax seasons, and clear direction for the road ahead — led by a federally licensed IRS Enrolled Agent who works with owners, not just their paperwork.
We love working with bookstores, food trucks, coffee shops, dentists, mechanics, barber shops, funeral homes, artists, non-profits and more — the full list is further down this page.
What We Do
Whether you need someone in your books every month or a steady hand once a year, everything is handled personally — and explained in plain language.
Clean, current records so you always know where your business stands — and can make decisions without guesswork.
Your team paid correctly and on time, with the filings that follow handled before they become a problem.
Returns prepared to be straightforward and stress-free — so you understand what you filed and feel confident it's right.
Decisions made before the year closes, not after — so April holds no surprises and no missed opportunities.
Yes, we do personal tax returns!
Our Process
Five steps from first conversation to year-round support — with everything after step one happening inside your secure portal.
A conversation about your business, then a short questionnaire so we understand the details.
We set up your secure account and walk you through two-factor sign-in.
Upload statements and records to the portal — never to email — and message us there with questions.
Reconciled, reviewed, and explained in plain language before anything is filed.
Reminders ahead of every deadline, notes when tax law changes affect you, and answers year-round.
Your Secure Portal
Your financial records deserve better than email attachments. Everything we exchange lives in our own client portal — built and run by us, not rented from a third party.
Who We Serve
Most of our clients run businesses with fewer than twenty people — sole proprietors, LLCs, S-Corps and C-Corps alike. Here's where we spend most of our time.
Don't see yours? We've worked across a lot of industries — ask us.
Our Story
Copper & Vine started with a straightforward idea: small business owners deserve an accountant who picks up the phone, explains the why, and treats a set of books like it belongs to a person rather than an account number.
We're based in Missoula, Montana, and we can work with clients in any state. The Montana part isn't a limitation — it's just where we are, and it shapes how we work: directly, plainly, and without the runaround.
Read our storyWhy Work With Us
No jargon, no runaround. You'll always understand what your numbers mean and what to do next.
Accurate records and filings you can set your watch to — month after month, season after season.
Someone available all twelve months to answer questions, flag deadlines, and help you plan with confidence.
Client Words
For the first time, I actually understand my own books. Nothing gets sprung on me in April, and when I have a question I get a real answer the same day. These guys rock!— Russ, Good Vibes Construction (opens in a new tab), Caldwell, ID
We love working with our clients
Tell us a little about your business and we'll get back to you within one business day.