Tax Returns Done Right
Accurate filings. Maximum deductions. Zero surprises.
We prepare your returns so you can file with confidence.
When your bookkeeper and your tax preparer are the same team, nothing gets lost in translation — and nothing gets missed.
Why DIY Tax Prep Is Risky
Tax software can't replace professional judgment. One missed deduction or classification error can cost you thousands.
Missed Deductions
Software prompts can't catch every deduction. Business expenses, depreciation, credits — professionals know what to look for.
Classification Errors
Misclassify income or expenses and you're inviting an audit. Professional preparers know the rules and apply them correctly.
Messy Records
If your bookkeeping isn't clean, your tax return won't be either. We reconcile your books before we file.
Last-Minute Panic
Scrambling at deadline means mistakes, extensions, and stress. Professional prep means filing on time, every time.
The cost of mistakes: IRS audits, penalties, interest, and overpayment. Professional prep pays for itself.
Our Tax Preparation Process
Thorough review. Maximum deductions. Accurate filing. We handle every detail.
Organize & Review
We gather all documents, reconcile your books, and identify every deduction and credit you're entitled to.
Prepare & Optimize
We prepare your returns with professional judgment, ensuring accuracy and maximizing your tax position.
File & Support
We file electronically for faster processing and stand behind our work if the IRS has questions.
Integrated with your bookkeeping: Clean books mean accurate returns. We ensure everything ties together.
Know What You'll Pay
No surprises. No hidden fees. Pricing based on the complexity of your return.
1040 — Basic W-2 Return
INDIVIDUALStandard personal return with W-2 income. Straightforward filing for salaried employees.
1040 — Schedule C (Sole Proprietor)
SELF-EMPLOYEDPersonal return with business income and expenses. Includes self-employment tax calculations and business deductions.
1040 — Schedule E (Rental / K-1 Income)
RENTAL / K-1Personal return with rental property income, partnership K-1s, or S-Corp distributions. Includes passive activity and at-risk calculations.
1065 — Partnership Return
BUSINESSMulti-member LLC or partnership return. Includes partner allocations, K-1 preparation, and guaranteed payment reporting.
1065 — Partnership ($500K+ Revenue)
$500K+Higher-revenue partnerships with complex allocations, multiple partners, and detailed financial reporting requirements.
1120-S — S-Corporation Return
S-CORPS-Corp return including shareholder distributions, reasonable compensation analysis, and K-1 preparation for all shareholders.
1120-S — S-Corporation ($500K+ Revenue)
$500K+Higher-revenue S-Corps with complex shareholder structures, multiple state filings, and detailed financial statement preparation.
1120 — C-Corporation Return
C-CORPFull C-Corporation return including corporate tax calculations, estimated payments, officer compensation, and dividend reporting.
Pricing reflects base complexity. Final fees may vary based on number of states, schedules, K-1s, and supporting forms required. Multi-state filings, amended returns, and prior-year catch-ups are quoted separately. All returns include audit support.
What's Included in Tax Preparation
Comprehensive tax prep for businesses and business owners — federal, state, and local.
Business Returns
1120, 1120-S, 1065, Schedule C — we prepare all entity types with accuracy and attention to detail.
Personal Returns
1040 preparation for business owners, including K-1s, investment income, and complex situations.
Deduction Maximization
We identify every legitimate deduction — depreciation, Section 179, R&D credits, and more.
Multi-State Filing
We handle state and local returns, including apportionment and nexus issues for multi-state businesses.
Audit Support
If the IRS has questions, we stand behind our work and represent you through the process.
Year-Round Access
Tax questions don't wait for tax season. We're available year-round for guidance and support.
Professional Tax Prep Is Essential If...
Tax software can't replace professional judgment. These situations demand expertise.
You Own a Business
Business returns are complex. Depreciation, cost of goods sold, entity elections — professionals know the rules.
You Want to Minimize Your Tax Bill
Deductions and credits add up. Professional preparers find opportunities software misses.
You're Worried About Audits
Professionally prepared returns are less likely to trigger audits, and we represent you if they do.
You Don't Want Tax Season Stress
Hand off the work to professionals and file on time, every time, without the panic.
Professional tax prep pays for itself through deductions found, penalties avoided, and peace of mind.
Free Tool
Tax Preparation Cost Estimator
Wondering what professional tax prep costs for your entity type and situation? Get a realistic range in under 2 minutes — no email required.
Who You’re Actually Working With
Two founders who’ve sat on both sides of your financials
Tax preparation is judgment work — knowing which deductions apply, how entities interact, and where the risk is. Here's whose judgment you're getting. You aren’t handed off to a junior bookkeeper. You work directly with the people whose names are on the door — and their backgrounds are exactly the ones a growing business needs in its corner.
Carrie Anderson
Co-Founder · The Lender’s Eye
A former commercial banker and underwriter who personally reviewed 300+ business loans. She knows exactly how a bank reads your financials to decide what you can borrow — because she used to be the one reading them. That’s why our clients’ books come out lender-ready, not just tax-ready.
Jason Anderson
Co-Founder · The Operator’s Eye
A big-firm-trained accountant with a lifelong passion for processes, efficiency, and Six Sigma— made practical, not academic. He builds the job costing, tax strategy, and systems that let a company actually see where its money goes and scale without the wheels coming off.
Both spent years in the oil & gas industry, and both design financial systems from a whole-company view— not just an accounting lens. You get a firm that reads your numbers like a lender and builds systems like an operator.
Meet the teamRemote, and better for it
Wherever your business is, we’re in Montana.Here’s why that’s an advantage.
The best accountant for your business almost certainly isn’t the one with the nearest office. Modern accounting runs on cloud books, a secure portal, screen-share, and video — so the relationship is built on expertise and responsiveness, not drive time. A great remote firm beats an okay local one every single time.
About 80%of even our own local Montana clients run the entire relationship remotely — and never come into the office. Working with your business is exactly the same.
Cloud books, always on
Your numbers live in the cloud — you can see them any time, not just at tax season.
Real conversations
Scheduled video reviews and screen-shares where we walk through the numbers together.
Secure document portal
Send and sign everything safely — no dropping off a shoebox of receipts.
Same-day responsiveness
You get faster answers from us by email and call than from most firms down the street.
Tax Preparation FAQ
Do you prepare both business and personal returns together?
Yes — and it's a real advantage to have the same team do both. We prepare your business return (1120-S, 1065, or 1120) and the owners' personal 1040s together, so the K-1s flow through correctly, distributions and reasonable compensation line up, and nothing gets lost between two separate preparers. When your bookkeeper and your tax preparer are the same team, the whole picture ties out.
Which entity returns do you file?
All the common ones: 1040 (individual, including Schedule C, E, and K-1 income), 1065 (partnerships and multi-member LLCs), 1120-S (S-corporations), and 1120 (C-corporations). We handle the shareholder and partner allocations, K-1 preparation, reasonable-compensation analysis for S-corps, and the supporting schedules that come with each.
Can you handle multi-state and out-of-state filings?
Yes. We prepare state and local returns alongside your federal return, including apportionment and nexus issues for businesses that operate in more than one state. If you've expanded, relocated, or sell across state lines, we sort out where you actually owe and file accordingly.
Can you help with prior-year or unfiled returns?
Yes. Prior-year catch-ups, amended returns, and unfiled back returns are quoted separately, but they're squarely in our wheelhouse. If you're behind or you think a past return missed something, we'll review it, get you compliant, and often recover money that was left on the table.
Can you prepare my taxes if I'm not in Montana?
Absolutely. Tax preparation is done from your documents, not in person — everything runs through a secure portal, with video calls and e-signatures — so it works exactly the same whether you're across town or across the country. In fact, about 80% of our own local clients handle the entire relationship remotely. We prepare returns for businesses and owners nationwide.
Start With a Number, Not a Sales Call
Not sure where you stand yet? See it for yourself first — each takes just a few minutes and costs nothing.
Financial Maturity Assessment
See exactly where your finances stand — from chaos to strategy — in about 8 minutes.
Try it freeS-Corp Tax Calculator
Find out whether an S-corp election could cut your self-employment tax this year.
Try it freeTax Prep Cost Estimator
Get a realistic price range for your entity type and situation in under two minutes.
Try it freeFile with Confidence
Accurate returns. Maximum deductions. Professional support.
Let us handle your tax preparation so you can focus on your business.
$12,000+
Avg. cost of a DIY tax error
60%
of self-prepared returns have errors
$0
Surprises with professional prep