Get expert income tax preparation, streamlined bookkeeping, and reliable payroll solutions—all from a team that puts your peace of mind first.
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We understand how stressful taxes and finances can be. With 15 + years’ experience, our certified experts have helped hundreds of individuals and small businesses maximize refunds and stay organized year-round.
Individual and small business tax returns handled with care.
Stay organized, compliant, and ready for tax time.
Hassle-free, on-time payroll for you and your team.
At Streamlined Services, PC, we provide professional and reliable tax preparation in Billings, MT, helping individuals file with accuracy and confidence. Our team ensures every detail is reviewed carefully, so you can avoid errors and reduce stress during tax season. We offer complete tax preparation for individuals, including federal and state returns, deduction reviews, electronic filing, and year-round guidance. Whether your situation is simple or complex, we make the process clear and manageable. As trusted tax preparers in Billings, MT, we are committed to helping you meet all filing requirements while maximizing your refund and minimizing risk.
Whether you're a student, homeowner, retiree, or self-employed, we offer expert tax preparation for individuals that prioritizes accuracy and savings.
Clients trust our tax preparation in Billings, MT for accuracy, clarity, and timely results. We simplify tax preparation for individuals by ensuring every form is complete and every deduction is properly reviewed.
Mistakes, delays, or missed opportunities can cost more than just money. With our professional tax preparation in Billings, MT, you gain peace of mind and valuable time back.
Don’t risk costly errors or missed deductions. Let our experienced tax preparers in Billings, MT, handle your return.
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Work with trusted tax preparers in Billings, MT and take the stress out of tax season—for good.
To ensure a smooth and accurate filing process, you should bring all W-2s, 1099s, Social Security statements, investment income records, mortgage interest statements, charitable donation receipts, and any documentation for deductions or credits. If you’re self-employed or have rental income, bring your profit and loss statements and expense records. We also recommend including your prior year’s tax return. During your consultation, our team will walk you through exactly what's needed. Our approach to tax preparation for individuals ensures no detail is missed and that every available deduction is properly applied to maximize your refund and minimize liability.
Yes, we strongly recommend booking a consultation ahead of time. This gives us the opportunity to fully review your tax situation, collect necessary documents, and provide personalized service without rushing the process. As part of our professional tax preparation in Billings, MT, we want every client to feel heard, understood, and confident that their return is being handled thoroughly. Walk-ins are welcome when possible, but scheduling an appointment ensures that we can dedicate the appropriate time and attention to your unique filing needs—whether your return is straightforward or more complex.
Absolutely. Many clients come to us with previous years of unfiled or incorrect tax returns, and we help them get back on track. Whether you’ve missed one filing or several, our experienced professionals can assist with reconstructing records, correcting errors, and submitting prior-year returns accurately. We also work to minimize any penalties and guide you through any correspondence with the IRS. If you’re behind, don’t worry—you’re not alone. Our team of expert tax preparers in Billings, MT has helped individuals restore compliance and peace of mind with judgment-free, confidential support every step of the way.
No problem. If you lived or worked in more than one state during the tax year, our team can handle multi-state filings with ease. Each state has its own filing requirements, and failing to file correctly can lead to penalties or missed deductions. We ensure that your income is properly allocated and that each return meets specific state regulations. Our approach to tax preparation for individuals includes detailed analysis and planning for clients with more complex situations, including remote work, relocation, or out-of-state investments. We make multi-state filing straightforward and accurate so you can file with confidence.
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Great work for a fair price.
Rick Linville
"Jake is an awesome accountant. Very professional & easy to work with. He really helped take the stress of business taxes away."
- Kayla Lunder
"Our growth accelerated once we had a CFO on our team!"
- Anonymous
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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.
