Missoula, Montana

Certified Public Accountants in Missoula, Montana.

Serving Missoula and the broader Montana area with strategic financial insight and proactive tax solutions for local business leaders and high net worth individuals.

Schedule a consultation Call (406) 201-6999

CPA services

Tax planning at the federal, state, and local level
GAAP financial statements
Business valuation and succession planning
Estate and trust planning
Audit and assurance
Payroll and compliance support

Visit us

Our Montana office.

Linked Accounting
3010 Santa Fe Court, Suite 125
Missoula, MT 59808

Call (406) 201-6999. Company hours are 9:00 AM to 4:00 PM. Prefer to work remotely? Send documents through our secure portal.

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Comprehensive tax planning

Tailored strategies that optimize savings at the federal, state, and local level.

Financial statements

GAAP statements for investors, lenders, and compliance.

Valuation and succession

Accurate valuations and smooth transition planning for long-term success.

Estate and trust planning

Specialized estate and trust solutions that protect and grow wealth.

Audit and assurance

Independent audits and compliance checks that build credibility.

Payroll and compliance

Reliable, compliant payroll processes that keep operations running smoothly.

Additional resources

Keep reading.

Insight

Montana Tax Planning and Mitigation Strategies

Montana’s tax landscape includes unique considerations for individuals and businesses. Linked Accounting offers advanced tax planning services that...

Nonprofit Audits in Montana

Linked Accounting provides audit services designed specifically for Montana’s nonprofit sector. Our expertise helps ensure your organization meets...

Montana 401k and EBP audit requirements

Linked Accounting provides specialized 401(k) and Employee Benefit Plan (EBP) audit services tailored for Montana businesses. With deep expertise in...

Everything else we do for clients.

Advanced tax planningYear-round strategies that legally reduce what you owe.Tax complianceAccurate federal, state, and local filings, on time.CFO advisoryFractional financial leadership without a full-time hire.Bank consultingBetter borrowing terms through ratio monitoring and lender coordination.Transaction advisoryStructuring a sale or a purchase, and quality of earnings reviews.Month-end reconciliationsA reliable close and clean, audit-ready books.401(k) auditsEmployee benefit plan audits for IRS and DOL compliance.Nonprofit auditsAudits, Form 990, and single audits for nonprofits.Wealth advisory & family officeThrough Linked Wealth Advisors.