CPA & Tax Accountants in Billings, MT | Financial Solutions
CPA Billings MT CPA Billings MT

Relax—We Handle Your Taxes, Books, and Payroll

We handle the details, so you avoid costly mistakes.

Schedule a Free 15 min Discovery Call
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Read Our Comprehensive Financial Guide

Discover the immense value of tailored financial solutions and seize the opportunity to enhance your business's financial health. Our guide offers insights into effective financial management strategies designed for businesses in Montana.

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Struggling with Business Taxes or or Personal Finances?

Filing taxes, managing books, and keeping up with new regulations is time-consuming and complex. It’s easy to feel anxious about accuracy, gaps in reporting, payroll delays, or financial blind spots. We know how stressful it can be—and how costly a simple mistake often becomes. From filing incorrectly to leaving money on the table, it’s easy to fall behind.

Let us help you avoid those common pitfalls and give you more clarity, confidence, and control.

As a dedicated CPA in Billings, MT, we make sure your filings are accurate, your records stay organized, and your support is consistent throughout the year.

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Are you tired of tax season headaches, late payroll runs, or struggling to keep your books organized? You’re not alone—many business owners feel overwhelmed by financial paperwork.

With 15+ years serving small businesses, our team ensures your finances are accurate, compliant, and stress-free.

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Getting Started is Simple

Individual Tax Preparation

Schedule a free 15 minute Discovery Call

Business Tax Preparation

Get a customized plan.

Bookkeeping Services

Relax while we handle the rest.

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What is life like after working with us?

  • Spend more time on your business, not your books.
  • Avoid costly IRS mistakes and penalties.
  • No more payroll surprises—your team gets paid on time, every time.
Business Tax Preparation

"Jake has been very good for us and our business. He is patient, explains things very well, usually is VERY prompt responding to questions, and was very helpful helping us navigate a previous bad experience with another accountant. We would definitely recommend him."

- Elisa Murnion

Your Trusted Team of Licensed Professionals and Tax Accountants in Billings, MT

Your Trusted Team of Licensed Professionals and Tax Accountants in Billings, MT

Our team of experienced tax accountants in Billings, MT, offers personalized services for individuals, small business owners, and growth-stage companies. From tax filing and bookkeeping to payroll and financial strategy, we focus on keeping your finances clean, compliant, and clear.

Whether you're looking for one-time tax assistance or monthly accounting support, our services are delivered by experienced tax accountants in Billings, MT who understand local and federal requirements.

  • BBB Accredited and Local-Focused
  • Accessible Reporting and Filing Support
  • Reliable Service Throughout the Year

Here’s How We Make It Simple

  • Step 1: Schedule Your Free Consultation
    We begin by understanding your current financial situation, business structure, and goals.
  • Step 2: Get a Custom Service Plan
    You receive structured services such as tax filing, bookkeeping, or payroll designed around your needs.
  • Step 3: Stay Organized and Informed
    We provide consistent updates, reports, and filings so you can avoid surprises and make confident decisions.

With a trusted CPA in Billings, MT, managing your financial responsibilities, you can focus on what matters most—your business, your time, and your peace of mind.
Here’s How We Make It Simple

What We Offer

Individual Tax Preparation

Maximize refunds, minimize stress

Learn more about our individual tax preparation services.
Business Tax Preparation

Our services cover quarterly planning, annual tax filings, and compliance support for businesses of all sizes.

Bookkeeping Services

Accurate, up-to-date, hassle free

Explore our bookkeeping services for more consistent financial tracking.
CFO Services

Get consistent guidance through forecasting, budgeting, and performance analysis with leadership from a seasoned CPA in Billings, MT.

Small Business Accounting

We provide dependable support to small businesses, including expense tracking, financial statements, and tax-ready reporting.

Payroll

Reliable, on-time and fully compliant

Explore our payroll services for accurate and compliant processing.
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Tax and Accounting Support That Keeps You on Track

At Streamlined Services, PC, we offer services that are built to grow with you—whether you're filing your first return or preparing for a business expansion. Our goal is to remove the burden of paperwork, prevent compliance mistakes, and keep you informed.

You don’t have to manage it all alone. With our licensed tax accountants in Billings, MT, you receive guidance, structure, and support every step of the way.

Schedule a Free Consultation

Ready to take control of your finances?

Book Your Free 15 minute Discovery Call

Streamlined Services, PC is an accounting firm that empowers small to medium-sized businesses and individuals with tailored tax, bookkeeping, payroll, and CFO services. We serve clients in Billings, Bozeman, Great Falls, Missoula, Kalispell, Miles City, Butte, Helena, and Glendive in Montana, and across the USA.

Streamlined Services, PC provides customized tax, bookkeeping, payroll, and CFO solutions for individuals and small to medium-sized businesses. We proudly serve clients throughout Montana—including Billings, Bozeman, Great Falls, Missoula, Kalispell, Miles City, Butte, Helena, and Glendive—as well as clients nationwide.