Business Details
Certified Public Accountants in Missoula, MT
Our firm, rooted in the heart of Missoula, combines deep local expertise with forward-thinking financial solutions to serve individuals, businesses, and organizations. We pride ourselves on delivering personalized service, built on decades of collective experience and a commitment to excellence. Our team approaches every client relationship with integrity, transparency, and a focus on long-term financial success. Through comprehensive accounting, tax, and consulting services, we help clients navigate complex financial landscapes with confidence. Our dedication to community involvement and tailored advice sets us apart as trusted advisors in both urban and rural settings. With a proven track record in tax preparation, business consulting, and estate planning, we empower clients to achieve their financial goals.Our expertise extends to QuickBooks consulting, nonprofit support, and specialized services for trusts and estates. By maintaining rigorous professional standards and embracing innovative technologies, we ensure our clients receive accurate, timely, and strategic financial guidance. Our office hours are designed for convenience, with extended availability during critical tax seasons. As lifelong members of this community, we understand the unique needs of Missoula residents and businesses, allowing us to provide contextually relevant financial solutions.
Services
Tax Preparation
Financial Consulting
Payroll Services
QuickBooks Consulting
Estate Administration
Trust Services
Nonprofit Support
Business Entity Advisory
Bookkeeping
Tax Planning
Highlights and features
- We provide comprehensive tax and accounting services tailored to individual and business needs
- Our team has extensive experience in tax preparation and financial consulting
- We offer specialized services for trusts, estates, and nonprofit organizations
- Our QuickBooks consulting helps businesses optimize financial operations
- We maintain deep local knowledge of Missoula's business and financial landscape
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses, including complex cases with multi-state returns, overseas employment, and retirement planning. Our expertise ensures compliance while optimizing tax benefits. Services cover gift tax returns, divorce-related tax issues, and coordination of business ventures with personal returns.
Financial Consulting
Our consulting services help businesses with entity selection, retirement planning, cash flow analysis, and financial projections. We support startups, expansions, and succession planning while providing loan application assistance and financial statement preparation for all business types.
QuickBooks Consulting
We offer tailored QuickBooks consulting for businesses of all sizes, helping optimize accounting systems and workflows. Our experts provide implementation guidance, software training, and integration solutions to improve financial management efficiency and accuracy.
Estate Administration
Our estate administration services include executor guidance, tax return preparation, and attorney coordination. We handle complex trust structures, fiduciary tax compliance, and charitable trust advising to minimize tax liabilities while ensuring legal requirements are met.
Nonprofit Support
We provide specialized services for nonprofit organizations including tax exemption applications, compliance reporting, budgeting, and internal control systems. Our support covers lobbying regulations, unrelated business income, and donor reporting requirements to maintain organizational compliance.
Questions
What accounting services do you offer for small businesses?
We provide business entity selection, tax planning, financial projections, loan application assistance, and QuickBooks consulting tailored to small business needs.
Do you handle complex personal tax situations?
Yes, we specialize in multi-state returns, overseas employment taxes, retirement planning, and complex personal tax scenarios with expert guidance.
What estate planning services are available?
We offer trust administration, estate tax returns, executor guidance, and charitable trust compliance to manage complex estate requirements.
Are your services available for nonprofit organizations?
Yes, we provide tax exemption support, compliance reporting, budgeting assistance, and internal control systems for nonprofit entities.
What are your office hours during tax season?
Our regular hours are 8am-5pm Mon-Fri, with extended availability during tax season. Please call ahead for specific scheduling needs.
Reviews (4)
Mike Layman
Mar 18, 2021
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Everyone at BDM is awesome! The support staff are very professional, personable and thoughtful. The CPAs and accountants are 2nd to none. Rest easy, they will take care of you.
Granite Peak Orthodontics
Jan 17, 2021
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We work with Rena at BDM and couldn't be happier. She's smart, professional, and easy to reach. This is a professional team and I feel like the value has been great, I can easily recommend them to anyone looking for a professional accounting firm
M. Lowy
Jun 20, 2020
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Boyle Deveny & Meyer, PC (BDM) has exceeded the expectations of our small business. Both the services and the results have been exceptional. BDM's customer service has included exceptional patience, improved our internal processes, and helped to decrease overall bookkeeping costs. Both my employees and myself have benefited tremendously from BDM's guidance. We are confident BDM can provide the same benefits to you too.
Alice & Richard Luchs
Jan 01, 2017
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Friendly staff, however they do not take credit cards which was not made clear. I also received an invoice in june for work that was apparently done in february. Very sketchy and rather expensive. Will be looking into other options.
