CPA, tax & accounting services in Montana
Nelson & Associates helps individuals and businesses across Montana with tax preparation and planning, IRS problems, bookkeeping, payroll and advisory services, with CPAs who know Montana rules.
What to know about taxes in Montana
Montana has no general sales tax. Its income tax uses two brackets, with capital gains taxed at lower rates.
Montana residents file a state return alongside the federal one, and people who move in or out during the year, or earn income across state lines, often need part-year or nonresident returns. We prepare federal and Montana returns together so nothing is taxed twice.
What we handle for Montana clients
- Federal individual and business returns, together with Montana state returns
- Part-year and nonresident Montana returns for people who move or commute
- Business-level taxes even without a statewide sales tax
- IRS audits, back taxes, liens, levies and payment plans
- Bookkeeping, payroll and QuickBooks for local businesses
- Correspondence with the Montana Department of Revenue
Montana at a glance
- State tax agency
- Montana Department of Revenue
- Income tax on wages
- Graduated rates
- Statewide sales tax
- No
- Local income taxes
- Not common
- Estate / inheritance
- None
- Cities with pages
- 4
- Meetings
- Phone and video
Rates and thresholds change every year. Ask your CPA for the figures that apply to you.
Montana on the map
Compare how each state taxes income, sales and estates. Hover over neighboring states to see their rules; tap to open.
Popular services for Montana clients
Individual Tax Preparation
Federal Form 1040 and any required state returns for employees, families, retirees and investors, prepared by a CPA firm and reviewed line by line.
Learn more Tax Preparation & PlanningBusiness Tax Preparation
Corporate, S corporation and partnership returns, plus Florida corporate income tax, prepared from clean books and filed on time.
Learn more Tax Preparation & PlanningTax Planning
Proactive, year-round strategies that legally reduce what you owe before the year ends, for individuals, owners and families.
Learn more IRS Tax Problems & ResolutionIRS Audit Representation
CPA representation before the IRS and state agencies for correspondence, office and field audits, through appeals.
Learn more IRS Tax Problems & ResolutionBack Taxes Owed
Practical solutions for unpaid federal tax balances, from penalty relief to payment plans and settlements.
Learn more Business Accounting & AdvisorySmall Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements that keep your business accurate, tax-ready and easy to manage.
Learn moreAll 37 services available in Montana
Tax Preparation & Planning
IRS Tax Problems & Resolution
Business Accounting & Advisory
Audit, Forensic & Litigation
Individuals & Families
Montana FAQs
Do you have an office in Montana?
Our office is in Doral, Florida. We serve Montana clients remotely through secure document uploads, phone and video meetings and e-signatures, so you get a dedicated CPA without the travel.
Can you prepare my Montana state return?
Yes. We prepare resident, part-year and nonresident Montana returns alongside your federal return.
Can you help with the IRS if I live in Montana?
Yes. IRS representation is federal, so with your signed Form 2848 our CPAs can represent you in audits, collections and appeals wherever you live.
Which Montana cities do you serve?
We serve clients throughout Montana, including Billings, Missoula, Bozeman, Great Falls.
Is the first consultation free?
Yes. All initial consultations are free of charge.
Need a CPA in Montana?
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.