Tax
From basic filings to forward planning, we help Montana families, farms, and businesses keep more of what they've earned.
Service details
Whether you've been farming 10 years, Just started a side hustle, or need help navigating retirement, our team shows up, figures it out, and sticks around. We offer year-round tax support - not just returns in April.
What We Offer:
1040 Individual Tax Filing: Basic to complex, across all 50 states
Business Filings (1065, 1120, 1120S, etc.): LLCs, Partnerships, and Corporation returns
IRS Letters & Resolutions: We'll help you respond and stay ahead
Retired Households:
Tax Planning & Strategy Sessions: Proactive planning for strategy and clarity
Multi-Year Cleanups or Catchups: We've seen it all and handled worse
How To Get Started:
Tell us about your situation
We'll follow up with a checklist
Get paired with a preparer
Upload docs via our secure portal for drop-off
Friendly, plain English explanations
Your returns are reviewed, explained, then filed
Know What's Coming, Plan What's Next
Whether you've been farming 10 years, Just started a side hustle, or need help navigating retirement, our team shows up, figures it out, and sticks around. We offer year-round tax support - not just returns in April.
What We Offer:
1040 Individual Tax Filing: Basic to complex, across all 50 states
Business Filings (1065, 1120, 1120S, etc.): LLCs, Partnerships, and Corporation returns
IRS Letters & Resolutions: We'll help you respond and stay ahead
Retired Households:
Tax Planning & Strategy Sessions: Proactive planning for strategy and clarity
Multi-Year Cleanups or Catchups: We've seen it all and handled worse
How To Get Started:
Tell us about your situation
We'll follow up with a checklist
Get paired with a preparer
Upload docs via our secure portal for drop-off
Friendly, plain English explanations
Your returns are reviewed, explained, then filed
Know What's Coming, Plan What's Next
Our Services
Beyond the Basics
What it really looks like to have a partner, not just a provider. From first steps to fine-tuning, here are the ways we can support you in this area.
Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.
Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.
Montana Roots. Future Focused.
From taxes to insurance, we help Montana families, farms, and businesses protect what they’ve built and plan for what’s next.