Serving Missoula and the broader Montana area, Linked Accounting offers high-level CPA services tailored to meet the needs of local business leaders and high-net-worth individuals. Our experienced team is committed to providing strategic financial insights and proactive tax solutions that support growth and financial stability.
Linked Accounting’s expertise covers a broad range of specialized CPA services designed to meet the nuanced needs of Montana businesses and high-net-worth individuals. Our local insights and familiarity with Montana’s tax codes, such as the specific provisions within 15-6-201 MCA for charitable organizations and 15-31-101 MCA for corporate income taxes, help us tailor solutions that maximize compliance and financial efficiency.
We specialize in nonprofit audits, ensuring that Montana’s charitable organizations meet both federal and state standards. Montana nonprofits, especially those seeking state property tax exemptions under 15-6-201 MCA, must demonstrate financial transparency and proper fund allocation to maintain compliance and donor confidence. Our CPA team provides in-depth audits, thorough reporting, and guidance for board governance to ensure your nonprofit maintains eligibility and accountability.
For companies in Missoula and Montana, employee benefit plan audits are essential for demonstrating fiduciary responsibility and regulatory compliance, especially for organizations with over 100 plan participants. We conduct thorough audits in line with Department of Labor (DOL) and IRS regulations to protect your employee benefit plans, reducing the risk of penalties and providing participants with confidence in the plan’s management.
Real estate investments in Montana come with unique opportunities and challenges, especially concerning tax strategies and regulatory compliance. Linked Accounting provides targeted CPA services for real estate investors, developers, and property managers across Missoula, Ravalli County, and beyond. Our expertise includes strategic tax planning for transactions like 1031 exchanges and cost segregation studies, helping you maximize returns on Montana properties.
For high-net-worth individuals in Missoula and Montana, Linked Accounting offers comprehensive estate planning, wealth preservation, and legacy planning services. With intricate knowledge of Montana’s estate and inheritance tax considerations, our team creates personalized strategies to minimize tax liabilities and maximize wealth retention for future generations.
Linked Accounting’s local Montana team offers decades of expertise in complex state tax laws, from real estate and corporate tax structures to nonprofit and estate planning. Our zero-turnover staff builds long-lasting relationships with clients, understanding their unique financial goals and offering proactive, personalized guidance. From Missoula to the Bitterroot Valley, our local knowledge and specialized CPA services make us the trusted choice for Montana’s business community.
Tax planning and mitigation involve using strategies to legally reduce tax liabilities and optimize financial outcomes while ensuring compliance with tax laws.
Tax compliance is the process of adhering to tax laws by accurately reporting income, filing returns on time, and paying the required taxes to avoid penalties or legal consequences.
A non-profit audit is an independent review of a non-profit’s financial records to verify accuracy, ensure regulatory compliance, and maintain transparency in reporting, typically conducted by a certified public accountant (CPA).
Bookkeeping is the process of recording and organizing a business’s financial transactions, ensuring accurate and up-to-date records for financial management and compliance.
CFO consulting provides businesses with expert financial leadership and strategic guidance, helping with tasks such as budgeting, cash flow management, and financial planning without the need for a full-time CFO.
An Employee Benefits 401(k) Audit is an independent review of a company’s 401(k) plan to ensure compliance with ERISA regulations, accuracy in financial statements, and proper management of participant contributions.
Bank consulting services help businesses and non-profits with loan applications, financial planning, and bank ratio monitoring to secure better lending terms.
Brian’s passion for developing and implementing business and tax strategies has been instrumental to many businesses and individuals during his tenure at Linked Accounting. Business owners regularly seek out his advice on tax planning and audit matters, commercial lending, and business acquisition and sale transactions. When new tax laws are passed, you can be certain Brian will have read the law and developed tax strategies to help our clients make good use of new provisions of the Tax Code.
