Our Services.

Our team prides itself on providing a customer-service experience that is rewarding to the clients we serve. Our motto - “putting our clients’ net interest first” - is what we hope to live and breathe by each day. We have developed our service offerings by listening to what our clients desire from an accountant, and as we grow, we will be expanding to additional services.


MAG Accounting Services:

At Montana Accounting Group, we have a team of associates that specialize in a wide array of corporate controller type roles. The services we can provide vary based on business needs. Our associates that work in this area are very detail-oriented and are hyper-focused on the daily grind it takes to operate a business. These associates tend to have direct involvement with our clients as it relates to transactional accounting. Below are the service offerings we provide in our accounting services division:

Montana Accounting Group is pleased to provide the following services:



  • Calculate and process payroll for your employees
  • Calculate and process federal and state payroll tax deposits
  • Prepare federal and state payroll tax forms (Form 941’s, 940’s, W-3’s, W-2’s, etc.)
  • Prepare Form W-2 at year-end
  • Prepare Forms 1099’s/1096’s at year-end for contractors


  • Record (and if needed prepare deposits) cash receipts/income from your daily cash reports and/or bank deposits.
  • Record (and if needed prepare checks) cash disbursements/expenses.
  • Record any adjusting entries needed in records initially compiled and maintained by the client.
  • Prepare internal financial statements as needed.

Tax Filing

  • Form 1040 Individuals – Basic Individuals & Sole Proprietorships
  • Form 1120S, Form 1065 & Form 1120 - Businesses that are formed as S Corporations, Partnerships, or C Corporations
  • Form 1041’s & Form 706 - Estates & Trusts
  • Form 709’s – Gift Tax Returns
  • Form 990’s - Not-for-profit Organizations
Tax Services

Tax Services

Montana Accounting Group’s primary specialization centers around the planning and preparation of tax returns. Our “bread and butter” clients are flow-through businesses that offer planning opportunities that can affect the ultimate individual owners returns. We are very involved with most of our business clients on at least a quarterly basis. Based on need, we will provide at least quarterly health checks and tax projections (as needed) as they relate to the owners’ individual tax situations. We view the tax preparation as the obligatory part of the journey with our clients and the planning phases as the portions that we can add the utmost value to our clientele. We provide tax preparation services to the following types of entities:


Consultation Services

This area of the business is the broadest and most-widely customized service offering that we provide to our clients. This is an area that is mostly unique to a particular client situation. The types of projects that associates at Montana Accounting Group have provided in this service area range from tax structuring of multi-million-dollar partner buyouts to assistance with complex estate plans devised for multi-generational wealth preservation to entity structuring and formation. These services most often are the following:

  • Business Structure and Entity Selection
  • Business Succession Planning
  • Estate Planning
  • Tax transaction researching
  • Cash flow consultation

Financial Statement Compilations & Reviews

Montana Accounting Group associates can perform review and compilation services for clients needing assurance service. Our associates have experience with all different types of industries as they relate to these services. During this service, we often work with management in ensuring that they have controls in place to avoid any misappropriations.

& More...

Additional Services

At Montana Accounting Group we have specialized in providing services that we have experience and can value the clients. We are always working on establishing business relationships with other boutique firms that offer more specialized tax or consultative services. The current areas that we have provided services to clients by partnering with other firms consist of the following:

  • Financial Statements
  • Outsourced Controller/CFO services
  • Reviews & Compilations


Montana Accounting Group is proud to help local Montana businesses save money, time, and grow with confidence.