Tax & Financial Services in Montana

🏠 Investors, 🛠️ Flippers, 🛖 Hosts, 🧑‍💼 Agents, 📄 Wholesalers, 🏘️ Property Managers, 👷‍♂️ Contractors We are real estate investors, just like you! At BookkeepingRE, we specialize in bookkeeping for real estate investors, combining expert financial services with cutting-edge automation and AI. Our team supports landlords, BRRRR investors, flippers, and short- and long-term rental owners with real-time reporting, tax prep, and growth-focused insights. view more

Rigden Capital Strategies is a fee-only, fiduciary firm dedicated to providing comprehensive financial planning and investment management services. As an independent registered investment advisor (RIA), we prioritize a structured, client-centered approach to wealth management. Our process begins with in-depth financial planning, integrating both quantitative analysis and a thorough assessment of risk tolerance to develop tailored strategies aligned with each client’s financial goals. Wheth... view more

Anomaly was named the #1 Tax Strategist in the US by the American Institute of Certified Tax Planners in 2023 + Forbes Top 200 CPAs! Anomaly is a subscription-only (starts at $425/mo) tax advisory firm specializing in working with entrepreneurial clients who want to grow their real estate portfolio, with a niche specialty working with STR investors. The Anomaly experience is relationship based, combining initial strategy, implementation and ongoing support. Our full service offering can com... view more

Taxstra works exclusively with high-income real estate investors who expect tax strategy to drive real cash flow—not just compliance. We provide proactive planning, investor-grade monthly accounting, and sophisticated entity structuring for serious portfolios across LTRs, STRs, and multi-state ownership. Led by Bryan Martin, CPA—an active real estate investor with a personal portfolio of nine properties—we advise from experience, not theory. If you’re earning well, scaling deliberately, an... view more

We specialize in accounting, tax strategy and tax preparation. All investors and business owners need these components to be successful from a finance standpoint. We're aware of the most difficult challenges people face with their CPA; never hear back from them, they pass you around and you're forced to retell your story, they didn't understand your industry, they seem to work for the IRS. We're building a firm that focuses on excellent client service with strong technical skills so we... view more

PRIME has been in business for 12 years, operates in all 50 states, files over 30,000 tax returns each year, has a 4.9 rating with over 3,500 reviews on Google and TrustPilot, and an A+ rating on BBB. PRIME Corporate Services provides a premier proactive tax and accounting experience to small business owners and individuals. With a staff of certified CPAs, attorneys, and other experienced professionals, Prime Corporate Services assists thousands of clients with tax strategy & preparation,... view more

We help Entrepreneurs who are just starting out on their Journey, those whose Journey's has come to a Crossroad, and those who need help cleaning up their bookkeeping. We Strive to help push your business forward and free up your time throughout the day so you can focus on the things that matter most to you! Set up a time with us for to meet through this link: https://www.bennerstride.com/booking-calendar/bookkeeping-onboarding-1?referral=service_list_widget. view more

Wealth In Yourself is a flat-fee fiduciary financial planning firm built for first-generation entrepreneurs and real estate investors with $3M to $30M in net worth. Most financial firms charge a percentage of your portfolio. We don't. Flat fee, full fiduciary, no commissions — ever. The incentives are aligned from day one. We start with your life, not your money. What does the ideal version of your life actually look like? What does the portfolio need to do to make it possible? That's w... view more

Noren, Nordling, and Associates, is a Certified Public Accountant (CPA) firm with more than 75 years of combined experience. Our seasoned professionals, boasting backgrounds from the Big 4 accounting firms, specialize in audit, tax, and Office of Finance services. view more

REI Exclusive Bookkeeping Firm with dedicated teams serving landlords, wholesalers, houseflippers, STR/MTR operators, & syndication/funds. We work in tandem with your existing team (PMs, tax pros, lenders, etc.) to keep your books accurate every month, and keep clients confident in their financial status. view more