About Us
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A BIT ABOUT COMPANY HISTORY
Our Story
Tax Montana was founded by Mark Simonsen, a veteran tax professional with over 20 years of experience in individual and business taxation. After working with a wide range of clients — from families to small business owners — Mark recognized a need for something rare in the modern tax world: a firm that treats clients like long-term partners, not just seasonal transactions.
That’s why Tax Montana was created as a boutique advisory firm, offering a higher standard of service, precision, and communication. Every return, every filing, and every advisory plan is handled directly by an experienced professional, ensuring consistency, accuracy, and trust.
Our Story
Tax Montana was founded by Mark Simonsen, a veteran tax professional with over 20 years of experience in individual and business taxation. After working with a wide range of clients — from families to small business owners — Mark recognized a need for something rare in the modern tax world: a firm that treats clients like long-term partners, not just seasonal transactions.
That’s why Tax Montana was created as a boutique advisory firm, offering a higher standard of service, precision, and communication. Every return, every filing, and every advisory plan is handled directly by an experienced professional, ensuring consistency, accuracy, and trust.
Our Mission
Our mission is simple — to help Montanans make smarter financial decisions through clear, compliant, and proactive tax planning.
We believe taxes should not be a source of stress or uncertainty. Instead, when handled correctly, they can become a foundation for growth, wealth preservation, and peace of mind. Whether you’re managing a small business, working as an independent professional, or planning your family’s future, we provide year-round guidance designed to protect and optimize what you’ve built.
Meet Mark Simonsen
With more than two decades of hands-on tax experience, Mark Simonsen has built his reputation on accuracy, transparency, and integrity. His professional background includes advanced work in complex individual returns, small business compliance, and entity structuring.
Clients appreciate his ability to translate complex IRS regulations into simple, actionable steps — ensuring they stay compliant while taking advantage of every legal deduction and strategy available.
Mark’s approach is rooted in trust and education. He believes in teaching clients as much as he advises them, empowering them to understand the “why” behind every filing and recommendation.
A few things clients value most:
- Two decades of tax expertise across individual and business filings.
- Deep understanding of Montana’s unique tax environment.
- A client-first mindset built on responsiveness and reliability.
- Practical advice tailored to real-world goals, not theory.
Our Philosophy
We understand that every financial decision has a tax implication — and every tax return tells a story. At Tax Montana, our philosophy is to help clients write that story with intention.
That means looking beyond one tax season and focusing on your broader goals: business expansion, wealth transfer, family planning, or retirement. We believe in long-term strategy, not short-term shortcuts.
By maintaining a year-round advisory model, we ensure clients are never surprised by their tax situation — and always prepared to make smarter financial moves.
What Makes Us Different
Personalized Attention
No outsourced work, no call centers — just direct access to your advisor.