Our team prides itself on providing a customer-service experience that is rewarding to the clients we serve. Our motto - “putting our clients’ net interest first” - is what we hope to live and breathe by each day. We have developed our service offerings by listening to what our clients desire from an accountant, and as we grow, we will be expanding to additional services.
MAKE AN APPOINTMENTAt Montana Accounting Group, we have a team of associates that specialize in a wide array of corporate controller type roles. The services we can provide vary based on business needs. Our associates that work in this area are very detail-oriented and are hyper-focused on the daily grind it takes to operate a business. These associates tend to have direct involvement with our clients as it relates to transactional accounting. Below are the service offerings we provide in our accounting services division:
Montana Accounting Group’s primary specialization centers around the planning and preparation of tax returns. Our “bread and butter” clients are flow-through businesses that offer planning opportunities that can affect the ultimate individual owners returns. We are very involved with most of our business clients on at least a quarterly basis. Based on need, we will provide at least quarterly health checks and tax projections (as needed) as they relate to the owners’ individual tax situations. We view the tax preparation as the obligatory part of the journey with our clients and the planning phases as the portions that we can add the utmost value to our clientele. We provide tax preparation services to the following types of entities:
This area of the business is the broadest and most-widely customized service offering that we provide to our clients. This is an area that is mostly unique to a particular client situation. The types of projects that associates at Montana Accounting Group have provided in this service area range from tax structuring of multi-million-dollar partner buyouts to assistance with complex estate plans devised for multi-generational wealth preservation to entity structuring and formation. These services most often are the following:
Montana Accounting Group associates can perform review and compilation services for clients needing assurance service. Our associates have experience with all different types of industries as they relate to these services. During this service, we often work with management in ensuring that they have controls in place to avoid any misappropriations.
At Montana Accounting Group we have specialized in providing services that we have experience and can value the clients. We are always working on establishing business relationships with other boutique firms that offer more specialized tax or consultative services. The current areas that we have provided services to clients by partnering with other firms consist of the following:
Montana Accounting Group is proud to help local Montana businesses save money, time, and grow with confidence.
