Services
- Home
- Services
Personalized Tax Preparation
At Tax Montana, every return is treated with the care it deserves. We don’t rely on generic software or seasonal staff — each filing is completed and reviewed by a seasoned professional.Our goal is to ensure your filings are both accurate and optimized, minimizing liability while maintaining full IRS and Montana Department of Revenue compliance.
We prepare all major return types, including:
Individual Returns (Form 1040)
Joint Returns for Families
Amended Returns
Business Tax Preparation
Small business taxes are more than just forms — they’re a reflection of your operational strategy. We handle filings for:
- LLCs and Partnerships (Form 1065)
- S Corporations (Form 1120-S)
- C Corporations (Form 1120)
- Sole Proprietors and Contractors (Schedule C)
We also assist with:
- Quarterly estimated payments
- Payroll tax filings
- Year-end reporting and reconciliations
Our advisory focus helps you understand not just what you owe, but why — empowering you to make stronger financial decisions all year long.
Tax Planning and Advisory
Smart tax planning isn’t about what happens in April — it’s about what you do every month leading up to it.
We work with clients year-round to develop strategies that align with their goals, reduce taxable income, and improve long-term financial outcomes.
Our planning services include:
- Tax-efficient entity structuring
- Income-shifting and expense optimization
- Depreciation and asset management
- Retirement and succession planning
- Charitable giving and deduction strategy
We identify opportunities early, so you’re never caught by surprise at tax time.
Entity Setup and Compliance
Starting a business in Montana? We’ll help you choose the right entity and file the proper documents to set up your foundation correctly.
Services include:
- LLC and S-Corp formation
- EIN registration and compliance setup
- Montana business license and annual filing assistance
- Bookkeeping and record-keeping guidance for tax readiness
IRS & State Representation
When tax notices or audits arise, you need someone who knows how to speak the IRS’s language.
- IRS and Montana Department of Revenue audits
- Tax notice responses and appeals
- Tax notice responseaPayment plans and penalty abatements and appeals
- Back tax resolution and compliance recovery
The Tax Montana Difference
We combine the depth of a large firm with the personal attention of a local office. Our process is built around:
- Professional-grade accuracy and review
- Secure digital document management
- Transparent pricing and clear communication
- Year-round access to your advisor
Still Confused About Our Features? Get A Consultation
We invite you to schedule a confidential consultation to discuss your individual or business tax needs. Whether you want to simplify your filings, plan proactively, or get help resolving a tax issue, we’re here to help.