Your Trusted Partner for Tax & Accounting Services in Billings, MT
Solutions That Solve Real Financial Challenges
Managing taxes, staying compliant, and keeping your financial records accurate shouldn’t be overwhelming. Yet for many individuals and small businesses, confusing rules, missed deadlines, and disorganized records create unnecessary stress. Our RamseyTrusted pros provide dependable tax and accounting services in Billings, MT, that eliminate uncertainty and ensure every detail is handled correctly.
Contact us today to find the right solution for your personal or business needs.
Our Tax & Accounting Services in Billings, MT
Individual Tax Preparation
We provide comprehensive individual tax filing services to ensure accuracy, compliance, and clarity throughout the process. Our team reviews all documents, applies applicable deductions and credits, and prepares both federal and state returns with attention to detail. Whether your return is simple or includes multiple income sources, we follow a structured process to reduce the risk of errors or delays.
Learn more about our individual tax preparation services.
Business Tax Preparation
We support businesses with accurate and timely tax filing across all required jurisdictions. Our services include preparing quarterly estimates, annual returns, and required disclosures. We work with you to ensure documentation is complete and that applicable deductions are accounted for. Our goal is to help reduce your tax liability while maintaining full compliance with federal and state tax laws.
Discover how our business tax preparation services support your operations.
Bookkeeping Services
We provide structured bookkeeping services to help you maintain accurate financial records throughout the year. This includes categorizing transactions, reconciling accounts, and generating monthly reports such as profit and loss statements, balance sheets, and cash flow summaries. Our process helps you understand your business’s financial standing, prepare for tax season, and reduce accounting errors.
Explore our bookkeeping services for more consistent financial tracking.
CFO Services
Our CFO services provide structured financial oversight for businesses seeking guidance beyond basic reporting. We assist with cash flow planning, budgeting, financial forecasting, and monthly or quarterly performance analysis. These services are designed to help you make informed decisions based on real financial data, not assumptions. We work closely with you to identify risks, plan for growth, and respond to financial challenges as they arise.
Learn more about how our CFO services can support your financial structure.
Small Business Accounting Services
Our small business accounting services support daily financial management and long-term planning. We provide monthly reporting, account reconciliation, and assistance with budgeting and tax readiness. Our team ensures your records are accurate, your reporting is timely, and your compliance needs are met. You also receive access to ongoing support for financial questions throughout the year.
Discover how our small business accounting services can simplify your operations.
Payroll
We manage end-to-end payroll processes, including wage calculations, direct deposit, tax withholding, and filing of payroll-related reports. Our team helps ensure that employees are paid correctly and on time, while all local, state, and federal payroll requirements are met. We assist with W-2s, 1099s, and respond to payroll-related questions as needed. Our services are designed to minimize errors, improve reporting accuracy, and reduce the burden on your internal team.
Explore our payroll services for accurate and compliant processing.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.