Steady, year-round help to keep your filings, records, and business systems running smoothly.

Not every client comes to us with a tax problem. Many simply want clear, dependable support to stay compliant and organized throughout the year. Our Ongoing Compliance & Support services are designed to help individuals, businesses, and nonprofits avoid stress, prevent future issues, and maintain good standing with local, state, and federal agencies.

We focus on practical systems, accurate reporting, and steady communication so you always know where you stand.

Bookkeeping & Accounting

Accurate monthly bookkeeping ensures your financial records stay organized and ready for tax time.

Pricing: $200 to $1,000 per month, depending on the needs and size of the business.

This service includes:

  • Monthly financial reports
  • Monthly assessments from your bookkeeper
  • No extra fees for reasonable questions or phone time
  • Support keeping records timely and complete

This is ideal for businesses that want reliable bookkeeping without surprise charges.

Payroll Processing

Simple, accurate payroll services for small businesses.

Setup Fee: $150 one time
Monthly Fees:

  • $35 per employee per month for the first 5 employees
  • $25 per employee per month for each employee after that

Payroll processing includes:

  • Payroll runs
  • Reporting to MT Department of Labor and MT Department of Revenue
  • IRS payroll tax reporting
  • Work comp audit support
  • Payroll tax audit support (for periods we handled payroll)
  • Monthly payroll reports

We keep your payroll filings accurate and timely, so you don’t have to manage them alone.

Sales Tax Reporting

For states where sales tax applies, we prepare and file your required reports.

Pricing: Case-by-case, based on the frequency and complexity of your filings.

We help ensure accuracy, prevent late filings, and keep you in good standing with state agencies.

Software Consulting & Setup

Professional help getting your accounting systems running properly.

Pricing: $150 to $250 per hour, based on the expertise required.

Services may include:

  • QuickBooks Online setup and optimization
  • Chart of accounts creation
  • Troubleshooting and cleanup
  • Training on proper bookkeeping processes
  • Workflow improvements

This is helpful for new businesses, growing businesses, or anyone whose systems need organization.

Business Setup (IRS & Montana)

Start your business on solid ground with proper registrations and clear guidance.

Pricing: $300 flat fee

Includes:

  • Federal EIN
  • Montana state business registrations
  • Clarification on required filings
  • Support understanding next steps

This helps new business owners begin compliant and well-informed.

Tax Strategizing

Practical tax planning to reduce overpayment and give you clear expectations for the year.

Pricing:

  • Included for current tax return clients
  • $250 per hour for non-clients

We help you understand what affects your tax liability and how to prepare before year-end.

Tax Preparation & Compliance

Accurate, timely filing for individuals, businesses, and nonprofits.

Individuals – $600
Includes:

  • Up to two schedules
  • Two tax planning meetings during the year
  • Additional schedules $75 each

Businesses – $1,000
Includes:

  • Business return
  • Two consulting meetings during the year
  • Discounts for clients who use our bookkeeping and payroll services

Nonprofits – $1,000
Includes:

  • Annual nonprofit return
  • Up to two consulting meetings during the year

Prior-Year Returns
Case-by-case pricing depending on complexity and number of years missing.

These services help clients stay compliant and avoid unnecessary penalties or notices.

The Value of Ongoing Compliance

When your books, payroll, filings, and systems are maintained throughout the year, tax season becomes simpler and future problems are less likely. Consistent compliance builds a steady foundation for both individuals and businesses, and it strengthens your ability to make informed financial decisions.

Our goal is to make these responsibilities manageable, predictable, and clear.