A key difference between a CPA firm and a tax preparation company is the education, licensure, and training requirements for each. Because of this, a CPA firm is able to provide additional guidance and support that unlicensed preparers cannot, including unlimited representation before the IRS for audit, payment, and collection issues.

Other advantages to working with our firm include minimizing your tax liability, access to additional tax planning services, and the ability to understand your tax situation better through tax insight and guidance sessions. For those with businesses, we're also able to provide ongoing bookkeeping, payroll, and business guidance services throughout the year. A good CPA will not only ensure your tax numbers are correct but will take you beyond the numbers and look at the big picture, helping you get to a better place than you were in before.

For businesses, we offer both hourly rates and 12-month Care Package services. Packages are built around your specific wants and needs and are similar to the monthly subscription model in which all your agreed-upon services for the year are included in one monthly price. They are designed around the idea that it's nice to have a known, fixed amount you're investing into your accounting services.

Before beginning your package, you will be presented with several different options. Each option is priced to take into account the value of services being received and the level of commitment you are willing to invest. When choosing a Care Package, you're choosing your price and your level of investment up front so that you're able to plan ahead and avoid unexpected fluctuations in your billings by paying the same amount each month.

Our range of services includes:

• Tax preparation and tax planning
• Monthly bookkeeping and accounting
• Payroll and reports
• Sales tax support
• Advanced reporting insights and analysis
• Full oversight and management of your accounting (controller services)
• Technology solutions and systems management
• Business coaching, training, and insight
• Business strategy and business transformation
• Succession planning
• Company health and sustainable methods analysis
• Remote support for all services

If you're interested in learning, open to change, and looking to work with a CPA, we're probably a good fit! But you shouldn't take our word for it, which is why we'll have a free value conversation before you become a client to discuss specific items related to your situation and how we can help. It will also give you a feel for what it’s like working with us and the areas we focus on. Once you become a client, we also provide free campfire and basic training sessions with your CPA so you can get started feeling comfortable and confident in your new firm.

No! Our clients are located in numerous locations across the state and the country, along with members of our staff. In fact, some of our largest clients are located outside of the Bozeman area. We are a remote firm and are able to work with our clients easily over the internet. We use QuickBooks Online, Zoom, Basecamp, and various other technologies to make working together online a breeze.