Questions we hear a lot
Tax prep, bookkeeping and our two offices. If yours isn't here, call (406) 510-2560.
Getting started
Do I need an appointment?
Call or send us a message and we'll set a time. You can drop off paperwork at either office, or work with us by phone and video from anywhere in Montana.
What should I bring?
Last year's return and whatever paperwork you have for this year, like W-2s, 1099s and statements. We'll look it over and tell you what's missing.
What do you help with?
Tax preparation, bookkeeping and QuickBooks, tax planning and entity selection for individuals, families and small businesses. For business owners, we also offer consulting, business plans and forecasts, valuations, and help selling or buying a business.
How much does it cost?
It depends on how complex your return or your books are. We'll look at your situation and give you a price before we start any work.
Do you work with people outside Missoula and Ronan?
Yes. We work by phone and video with individuals and businesses anywhere in Montana.
Tax prep
Do you do both personal and business returns?
Yes. We prepare federal and Montana returns for individuals, self-employed filers, sole proprietors, LLCs, S-corps and partnerships.
Do you offer CPA services?
Yes. The office offers CPA services for the returns and tax questions that call for one.
Are you open after April?
We're open all year. Quarterly estimates, tax planning, bookkeeping and IRS letters keep going after filing season, and so do we.
What’s the difference between tax prep and tax planning?
Tax prep is filing the return. Tax planning happens during the year: figuring quarterly estimates, choosing the right entity, and making decisions with the tax bill in mind before it's too late to change it.
I got a letter from the IRS. Can you help?
Yes. We handle IRS notices, back taxes, penalties and filing errors, and can talk to the IRS for you.
What if I’m audited after you file my return?
We help with audit support and documentation, and we can work with the IRS for you through the process.
Can you help me set up a new business for taxes?
Yes. We help new Montana businesses pick an entity, register with the IRS and the state, and get the books and tax setup right from the first year.
Bookkeeping
My books are months behind. Can you catch them up?
Yes. Catch-up bookkeeping is one of the things we're asked for most, and a lot of new clients start there. We'll get your books current and set up a routine so they stay that way.
Do you use QuickBooks?
Yes. We work mainly in QuickBooks Online, and we're QuickBooks certified for setup, cleanup and training. We can also teach you to use it yourself.
How often do you update my books?
Monthly is our standard. Each month we categorize transactions, reconcile your accounts and send you financial reports.
How do you keep my financial information safe?
Client files are kept on encrypted, secure cloud platforms, and we don't share your information without your permission.
Our offices
Where are your offices?
Missoula is at 1018 Burlington Ave #101, Missoula, MT 59801. Ronan is at 404 Main Street SW, Ronan, MT 59864, a few doors down from the Pearl Theater.
I was a DJ’s Accounting or 406 Tax client. Where do I go now?
Intrepid acquired DJ's Accounting in Charlo and 406 Tax in Missoula in 2026, and your records came with us. The Charlo office moved to 404 Main Street SW in Ronan, and the Missoula office remains open. Please visit the office closest to you or call us at (406) 510-2560. We look forward to continuing to assist you!
How do I send you documents?
You can upload them through our client portal, drop them off at either office, or bring them to your appointment.
Still have a question
Give us a call, or send a message and we'll get back to you.
Easier to ask in person
Stop by either office with your questions, or give us a call.