Trusted accounting & tax prep — rooted in Montana, licensed in all 50 states

What We Do

Accounting Services for
Small Businesses

Everything your books need, all year round. Take one service or all four — they are built to work together, and the monthly work makes the seasonal work faster and cheaper.

Our services

Bookkeeping

Clean, current records so you always know where your business stands — and can make decisions without guesswork.

  • Monthly Reconciliation
  • Transaction Categorization
  • Financial Statements
  • QuickBooks Setup & Cleanup
  • Church & Nonprofit Books
  • Year-End Close
View bookkeeping details

Payroll

Your team paid correctly and on time, with the filings that follow handled before they become a problem.

  • Payroll Setup & Migration
  • Multi-State Payroll
  • Contractor (1099) Filings
  • Quarterly Payroll Tax Filings
  • W-2/W-3 and 1099/1096 Filings
View payroll details

Tax Preparation

Returns prepared to be straightforward and stress-free — so you understand what you filed and feel confident it's right.

  • Business Returns (1120, 1120-S, 1065)
  • Schedule C & Sole Proprietor
  • State & Multi-State Filing
  • Capital Gains & Asset Sales
  • IRS & State Notice Response
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Tax Planning

Decisions made before the year closes, not after — so April holds no surprises and no missed opportunities.

  • Quarterly Estimate Planning
  • Entity Structure Tax Review
  • Deduction & Credit Strategy
  • Retirement Contribution Planning
  • Startup Company Tax
  • Year-End Tax Projections
View tax planning details

Yes, we do personal tax returns!

Our Credentials

Every return signed by an
Enrolled Agent

An Enrolled Agent holds the highest credential the IRS awards, with unlimited rights to represent taxpayers before the IRS. If a question follows your return, the person who prepared it can speak for you.

  • Represent you in IRS examinations, appeals, and collections
  • Licensed federally — not limited to one state's clients
  • Continuing education required every single year
  • Bound by the ethics rules of IRS Circular 230
Scope, stated plainly
We prepare returns, plan ahead, and represent you before the IRS. We do not perform financial statement audits, reviews or compilations — those are attest services reserved for CPAs.

Not sure where to start?

Tell us what you are dealing with,
and we will point you at it

Most people arrive knowing something is not working — the books are behind, a notice turned up, payroll crossed a state line — without knowing which service that is. Describe it in your own words and we will tell you what you actually need, including when the answer is "less than you think."

Have a question?

Describe it in a few sentences

A person reads it and answers — usually within one business day. No sales sequence, no obligation.

Need pricing instead? Get a quote.