Our Services
We want to provide you with the services you need to achieve your goals and we strive to provide the same warm welcome whether you’re a new or returning client.
We are sensitive to the nature of the small-town, rural community we practice in and we go to every effort to maintain the confidentiality standard we have set for ourselves. Our life experience with farming and ranching combined with our years of professional work with the agricultural community, makes us uniquely qualified to be your resource for agriculture related issues.
We are proud of the variety of services we offer and invite you to scroll down and view them.
Preparation of Taxes
We prepare individual, corporation, partnership, non-profit, estate, gift tax, and trust tax returns and are authorized by the IRS to securely e-file your tax returns for quicker and more accurate processing.
Agricultural Reporting & Assessment
We value our rancher clients! Come see us to discuss deferring your calf sale income, filing your livestock reporting or if you need assistance completing your Agricultural Standard Return in order to get your gas tax refund.
Computer Assistance
We can help troubleshoot your computer issues. If we are unable to assist you with your problem, we can refer you to an IT expert. Our office can be a link to a complete and competent computer hardware supplier with local, available support.
Financial Aid Planning & FAFSA Assistance
We offer financial aid planning and FAFSA assistance to families with college bound students.
Payroll Services
A complete payroll service including payroll calculating, record maintenance, and quarterly and annual reporting. Call, email or stop by with your hours, and we will calculate the net check and provide you with paystubs to write your checks. We maintain the records and file all your quarterly and annual reports for you.
Bookkeeping
We provide bookkeeping services to our clients, including monthly bill pay, Quickbooks entry, bank account reconciliation and more.
Financial & Estate Planning
We can assist you with both financial and estate planning. We know the issues facing families doing business together and the difficulties this presents for all the generations involved. Succession planning and estate planning are difficult topics to address. We can help you understand the issues and guide you in making the decisions to deal with the challenges this type of planning requires.
Annual Business Reports
Let us electronically file your Annual Corporate reports with the Montana Secretary of State. We also help our business clients meet reporting requirements by preparing, issuing and e-filing their annual 1099s.
Financial Software Consulting & Support
We provide comprehensive consulting and software support for Quickbooks Software. We have most versions and can accept your information in a multitude of electronic formats.
Trucking Services
We are a local source for our trucking clients to complete monthly, quarterly and annual reporting, including IFTA, IRP, UCR, 2290 and more.
Financial Statements & Reporting
We can prepare financial statements and other required reporting forms for lending institutions and banks.
Business Consulting
We can schedule on-site consulting to review your business cash flow management, office processes, business plan and what it will take to achieve your goals.
Outfitter Licensing
Our office can assist with hunter, guide and outfitter licensing, annual report filing with the Board of Outfitters, scheduling and bookkeeping.
Elderly Assistance
We offer the elderly assistance with paying bills and understanding mail and other financial documents. It can be a burdensome task for those individuals without families nearby. We enjoy helping our elderly clients with their changing needs.
Student Tax Returns
If a student needs to file a tax return, we will schedule an appointment to meet with them at no cost (first visit only) and help them learn how to file their own taxes!
Contractor Licensing
We can help independent contractors determine their Montana insurance and licensing requirements. We can complete Contractor Registrations and Independent Contractor Exemption Certificate applications.
Electronic Storage
We offer a Client Portal which gives each enrolled member secure electronic access to their financial information. Download a copy of your tax return, livestock sales receipts or W-2s. Let us turn your drawers and boxes of receipts and legal documents into a simple, secure, paperless storage system that you can access from any location with your personal login details.