Business Details
46 Years
experience
Your Trusted Accounting Partner in Bozeman
We are a group of finance and accounting professionals with various specialties, providing clients with a wide range of expertise while educating them in an understandable manner. Our firm has been serving the local and surrounding communities for over four decades, combining the capabilities of a larger company with the personal service of a boutique firm. We prioritize being an expert advisor in your corner and a trusted friend throughout the financial process. Our mission focuses on empowering clients' long-term success through proactive, effective, and ethical accounting practices. We maintain a high standard of integrity, hard work, and clear communication while offering a full range of professional accounting services for individuals and businesses.Our team includes certified professionals with specialized expertise in tax preparation, business consulting, forensic accounting, and financial planning. We pride ourselves on exceptional work, responsive service, and a down-to-earth philosophy that values both technical excellence and personal relationships. Our clients consider us more than just a tax season contactwe act as partners they can count on for any specialized needs. We ensure our clients' resources remain secure while seeking new financial opportunities for their success. Our strategic advisory approach to accounting has earned us a reputation for reliability and expertise in Montana and beyond.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Business Valuation
Estate Planning
Payroll Services
Forensic Accounting
Tax Planning
Succession Planning
Details
- Year established: 1980
Highlights and features
- Over 40 years of combined experience in Montana accounting services
- Personalized service combining large firm expertise with boutique responsiveness
- Strategic advisory approach to proactive, ethical accounting solutions
- Team of certified professionals with specialized tax and business expertise
- Proven track record of exceptional work and client satisfaction
What people say
Extremely fast and professional
Great bunch of people
Above and beyond expectations
Full-service accounting firm
Impressed at every step
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in complex tax situations, maximizing deductions while maintaining compliance with federal and state regulations. Our certified professionals stay current with evolving tax laws to provide reliable, up-to-date guidance for optimal financial outcomes.
IRS Audit Representation
We provide comprehensive IRS audit representation to protect your interests during tax examinations. Our experts handle all communication with tax authorities, resolve discrepancies, and negotiate settlements when needed. This service minimizes client stress while ensuring professional handling of audit processes from start to finish.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and system optimization for small business accounting. We help clients implement efficient bookkeeping processes and maintain accurate financial records. Services include software purchases, system tune-ups, and ongoing technical support tailored to business needs.
Business Valuation
We provide objective business valuation services critical for mergers, acquisitions, and succession planning. Our certified professionals use industry-standard methodologies to determine accurate business worth. This service supports strategic decision-making for business owners and financial institutions.
Estate Planning
Our estate planning services help individuals organize their financial affairs and transfer assets efficiently. We assist with creating comprehensive plans that address tax implications, legal requirements, and personal wishes. This service ensures clients' financial legacies are protected and properly managed.
People
Leslie McEwen
Partner
CPA with nearly two decades of accounting expertise, specializing in tax preparation and retirement planning. Holds degrees from Montana State University and actively participates in professional accounting organizations.
Kevin M. Hubley
Partner
Montana native with extensive experience in business tax consulting and forensic accounting. Active in state and national accounting societies while supporting local community activities.
Clint Phillips
Partner
CPA with expertise in agricultural and healthcare tax planning. Combines ranching background with accounting knowledge to serve diverse business clients across Montana.
Mike Williams
Partner
Specializes in executive tax management and business valuation. Provides expert witness services and mentors staff while maintaining active roles in professional accounting associations.
Jessica Briceno
Tax Associate
Experienced CPA with specialized tax knowledge, serving clients since 2015. Graduated from Montana State University and contributes to both professional and local community organizations.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, payroll processing, forensic accounting, bank financing assistance, business valuation, and strategic planning services.
Do you handle complex tax situations and IRS issues?
Yes, we specialize in IRS audit representation, tax problem resolution, and complex tax planning for individuals and businesses.
What QuickBooks services are available?
We offer QuickBooks setup, training, tune-ups, and software purchases with expert support for small to mid-sized businesses.
How do you support individual financial planning needs?
We provide personal financial planning, estate planning, and tax strategy services tailored to individual clients' unique circumstances.
What makes your firm different from other accounting services?
We combine large-firm expertise with personalized service, maintaining a down-to-earth approach while offering strategic advisory solutions.
Are your accountants certified and experienced?
Our team includes certified public accountants with decades of combined experience serving Montana businesses and individuals.
