Our services
Taxes and books for individuals and small businesses, plus consulting, valuations and help buying or selling a business. All from our Missoula and Ronan offices.
Tax and bookkeeping
Your taxes and books
For individuals, families, self-employed filers and small businesses.
Tax preparation
Federal and Montana returns for individuals, self-employed filers and small businesses, with CPA services available.
Bookkeeping and QuickBooks
Monthly books, catch-up and cleanup work, and QuickBooks Online setup and training.
Tax planning and consultation
Quarterly estimates, IRS letters and audits, and planning that happens all year.
Entity selection and tax planning
LLC, S-corp or something else, compared against your real numbers when you start and as you grow.
Business consulting and transitions
Growing, selling or buying a business
For owners who want help past the books, from the first plan to the day the business changes hands.
Business consulting and strategic planning
Operations reviews, value drivers and a plan for where the business goes next.
Business plans and financial forecasting
Written plans and projections for a lender, an investor or your own team.
Business valuation
A flat-fee valuation and a clear report for a sale, a buyout, an estate or a loan.
Business sales and acquisitions
Help selling the business you built, or buying one to grow, through closing.
Who we work with
Our clients are people and small businesses from Missoula up through the Mission Valley and across northwest Montana. Since Intrepid acquired DJ's Accounting in Charlo and 406 Tax in Missoula in 2026, that includes their clients too.
- Individuals and families
- Self-employed and gig workers
- Sole proprietors and LLCs
- S-corps and partnerships
- Businesses with a few employees
- Owners anywhere in Montana, by phone or video
Not sure where to start?
Tell us what's going on and we'll point you to the right person, or take the quick quiz.