Tax & Financial Services in Montana

Auxilee specializes exclusively in bookkeeping for real estate investors, serving 500+ professionals managing 2,000+ investment properties across the United States. We provide property-level financial tracking, automated depreciation schedules, and deal-ready reports that help investors secure financing, analyze ROI, and scale their portfolios with confidence. Unlike generic bookkeepers, our GAAP-compliant systems are purpose-built for real estate, delivering monthly performance reports w... view more

I’m a CPA and active real estate investor who specializes in bookkeeping, accounting, and portfolio tracking exclusively for real estate investors. My firm, Metric Accounting, LLC, helps investors clearly understand their returns across the four wealth-building pillars of rental real estate: cash flow, appreciation, principal paydown, and tax savings. As someone who has personally flipped 12 properties, wholesaled 5 deals, and owned 3 buy and hold rentals, I understand exactly how investor... view more

At FONDiFi, we simplify real estate operations with expert bookkeeping, virtual property management, and real estate marketing services. Our team of skilled professionals ensures that property owners, investors, and real estate professionals can focus on growth while we handle the complexities. Real Estate Bookkeeping: We provide precise financial management, including reconciliations, owner statements, and reporting, using industry-leading software like Appfolio, Buildium, Rent Manage... view more

As a CPA, CMA, and real estate investor, I help investors through the full investment lifecycle with a plan, reliable financial data, documentation, and transaction support so you can make better decisions and scale with confidence. - Full investment lifecycle, year-round support - Short-term and long-term rental tax strategy - Asset and portfolio level accounting - KPI monitoring - Acquisition and disposition support Always happy to connect with other investors. view more

Helping real estate investors turn tax liabilities into portfolio growth! Whether you're closing on your first rental or managing a multi-million dollar portfolio, the difference between "owning property" and "owning a business" is your tax structure. We specialize in high level tax strategy for nationwide investors, focusing on the "Holy Grail" of real estate: Real Estate Professional Status (REPS) and the Short-Term Rental Loophole. Our goal isn't just to file tax returns: it's to maximize... view more

We partner exclusively with real estate investors earning $250K+ annually to build the financial infrastructure behind proactive tax and exit strategies—because at that level, it’s rarely a tax problem, it’s a systems problem. At that stage, the difference isn’t just what you make—it’s how your entire financial system is structured to support growth, protection, and eventual exit. We are not a fit for investors below that income level or those looking for one-off write-offs or basic tax... view more

We specialize in designing scalable QuickBooks systems and custom integrations that provide real estate investors with real-time, property-level profitability insights. We also provide training for your staff so that you have workflows, processes and procedures to maintain the right bookkeeping structure moving forward. view more

We help investors unlock massive tax advantages using the STR Loophole and REPS designations. From strategic planning to final cost segregation studies, we provide the technical expertise high-income earners need to keep more of what they earn through real estate. view more

Muschik & Associates aim to build long standing partnerships in tax and business with growing entrepreneurs. Our goal is to assist entrepreneurs reach their goals through comprehensive tax planning, compliance, and business services. We have experience helping entrepreneurs from various backgrounds such as; Doctors, Farmers, Developers & others looking to grow their presence in real estate. Whether you're a budding investor or a seasoned pro, we feel confident in our abilities to help... view more

My CPA Coach specializes in strategic tax planning and tax reduction services for real estate investors and business owners. Services are performed by licensed CPAs and backed by money-back guarantees. Apply for a free consultation to discover opportunities to reduce your taxes instantly. view more