WE'RE TAX CONSULTANT
Your Trusted Tax Partner in Montana
At Tax Montana, we deliver personalized tax strategy, preparation, and filing services for individuals and business owners who value accuracy and peace of mind. Led by Mark Simonsen, a seasoned tax professional with more than 20 years of experience, our firm combines deep technical knowledge with a human approach to simplify your financial life.
WELCOME TO Tax Montana
We Will Provide Best Tax Service For Your Business.
Tax Montana isn’t a franchise or a faceless chain — we’re a boutique advisory that takes the time to understand your goals. Every return, every plan, and every filing is handled directly by an experienced professional, not an assistant or seasonal preparer.
When you work with us, you get:
- Direct access to your advisor throughout the year.
- Clear communication and transparent pricing.
- Customized tax strategies designed to reduce your overall tax burden.
- A trusted relationship built on confidentiality and expertise.
OUR SERVICES
What We Provide
Whether you’re an individual, an entrepreneur, or a small business owner. Every engagement begins with a conversation — not a form. We take time to understand your unique situation so we can advise you clearly and accurately. We offer practical and proactive support:
About Mark Simonsen
With over two decades of tax experience, Mark Simonsen founded Tax Montana to serve clients who want professional-grade service without the complexity of a large firm. His background includes tax preparation, entity compliance, and small business advisory work, providing clients with a comprehensive understanding of both the numbers and the strategy behind them.
Clients appreciate Mark’s calm, detail-oriented approach — one that focuses on clarity, compliance, and trust.
Built for Montana Clients
Based in Montana, our firm serves clients across the state with secure, remote filing options and in-person consultations. Whether you’re self-employed, managing a family-owned business, or running multiple entities, our goal is the same — to help you stay compliant and keep more of what you earn.
We know Montana’s tax landscape — from state filing nuances to small business deductions that are often overlooked — and we tailor every return with local precision and care.
Marketing Manager
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Director
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SEO Analyst
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TESTIMONIALS
What Our Clients Says
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