Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Bozeman, MT
Rudd & Company & Company has been a trusted name in accounting and tax services since 1963, growing into the largest CPA firm in the Intermountain West region. Our firm combines decades of experience with personalized service, offering comprehensive solutions for individuals, businesses, and nonprofit organizations. We specialize in tax preparation, financial planning, and business consulting while maintaining a small-town atmosphere that prioritizes client relationships. Our team of certified professionals stays current with evolving tax laws and accounting standards to deliver accurate, strategic advice. With offices across Montana and Idaho, we serve clients nationwide, providing the expertise of a national firm with the accessibility of a local partner.Our commitment to quality is demonstrated through membership in the AICPA's Private Companies Practice Section and active participation in state CPA societies. We focus on proactive tax planning, financial risk management, and business growth strategies tailored to each client's unique needs. Our reputation for responsive service and technical excellence has been built through decades of client referrals and successful outcomes. We emphasize transparency in all communications and maintain rigorous professional standards through continuous education and peer review processes. By combining traditional accounting expertise with modern financial technology solutions, we help clients achieve long-term financial security and business success.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Audit Services
Estate Planning
Payroll Processing
Business Valuation
Tax Problem Resolution
Retirement Planning
Internal Controls
Details
- Year established: 1963
Highlights and features
- We provide personalized accounting services with over 60 years of local expertise
- Our team includes certified professionals specializing in complex tax planning strategies
- We offer nationwide service with regional market knowledge and accessibility
- We maintain rigorous quality standards through continuous professional education
- We combine technical excellence with responsive client service and clear communication
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Expert tax guidance
Personalized financial planning
Responsive service
Professional team
Effective solutions
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We maximize deductions while maintaining compliance with evolving tax regulations. Our professionals handle complex tax situations including multi-state filings and business entity structures.
Financial Planning
We develop customized financial plans to help clients achieve long-term wealth preservation and growth. Our approach considers risk management, investment strategies, and tax-efficient planning to build sustainable financial security for individuals and businesses.
QuickBooks Setup
Our QuickBooks specialists configure accounting systems tailored to business needs. We ensure proper setup of charts of accounts, tax codes, and reporting structures while providing training to maximize software effectiveness for small business owners.
Audit Services
We conduct comprehensive financial audits to verify accuracy and compliance for stakeholders and regulatory requirements. Our audit process includes internal control evaluation, transaction testing, and third-party verification to ensure financial statements reflect true business performance.
Estate Planning
Our estate planning service addresses tax-efficient wealth transfer strategies. We help clients navigate probate avoidance, trust creation, and tax minimization techniques while considering healthcare directives and business succession planning needs.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to your business needs.
How can you help with tax problem resolution?
Our firm represents clients before the IRS for audit defense, back tax resolution, and payment plan negotiations to resolve tax liens, levies, and other enforcement actions.
Do you offer QuickBooks support for business owners?
Yes, we provide QuickBooks setup, training, and troubleshooting services to help business owners effectively manage their accounting operations using this financial software.
What's the difference between an audit and a review?
An audit provides the highest assurance level through detailed testing and third-party verification, while a review offers limited assurance through analytical procedures without fieldwork.
How do you handle estate and trust tax planning?
We develop comprehensive estate plans that address tax minimization, asset protection, and succession strategies while coordinating with legal professionals for complete estate documentation.
Where are your offices located?
We have six office locations across Montana and Idaho in Bozeman, Helena, Idaho Falls, Rexburg, Driggs, and West Yellowstone for convenient client access.
Reviews (6)
Josh Lords
Feb 28, 2022
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I've filled my taxes with Rudd and Company for the last 4 years. They do a fantastic job. True professionals. Blayne really knows his stuff and I can trust him. He is a man of great integrity.
Michele Elaine Walters Fine Art
Jun 05, 2021
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I couldn't be more grateful to have found Travis Wheeler at Rudd and Co in Rexburg, finally peace of mind. As a business owner, I have been searching for a good CPA that has my best interest at heart, finally found a CPA I can trust and he lets me ask stupid questions and doesn't make me feel like a dummy for asking! Highly recommend to anyone needing reliable tax assistance! A++++
R. C.
Nov 11, 2020
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So the reviews look like most of the reviews.have people who will write what will give you 5 stars so that it looks like everything is great. I had my taxes done for years at a reasonable rate, then last year had Rudd do them on a recommendation. I'm sure they do a fine job. My problem is that they never said what the cost would be, and so would be eager to meet in person and bring treats and spend time on the phone and texting.
Come to find out, they charge by the hour, and drag everything out as long as possible, just like lawyers, so they can bill more. Long story short, they did get the taxes done, but at a cost 5-6 TIMES what my previous accountant charged, to do the same thing. This is not to say they weren't professional or know their trade, they just charge by the hour, up the wazoo. Beware, unless you have a lot of money to spend. I guess they need to pay for their big new building somehow.
Come to find out, they charge by the hour, and drag everything out as long as possible, just like lawyers, so they can bill more. Long story short, they did get the taxes done, but at a cost 5-6 TIMES what my previous accountant charged, to do the same thing. This is not to say they weren't professional or know their trade, they just charge by the hour, up the wazoo. Beware, unless you have a lot of money to spend. I guess they need to pay for their big new building somehow.
David Hanson
Mar 05, 2020
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I switched over to Rudd from ADP for my payroll. Its been so nice. They are great at it, quick, fair priced, and have awesome customer service. Shout to Kent for always being easy to work with.
Nick Mecham
Apr 08, 2018
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I have been using Rudd & Company for a few years now, and I am always so impressed with the work that they do. It is so easy for us to get our taxes done. They are efficient in sending us our files to update with plenty of time to get them filled out. Once we get those taken care of, we know we don't have to worry about anything else. They are so fast in getting everything done, and I always know that they will take our taxes seriously, making sure we get the most back possible. I have already referred them to my friends, and I would do it again in a heartbeat. Thank you, Rudd & Company!
Jena Vandehei
Feb 16, 2018
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Rudd & Company is an incredible business. All the staff that I have had the privilege to come in contact with there have all been outstanding. They treat us with so much respect and act in a very professional manner. My husband and I use Cody Gamboa as our CPA and he has helped save us thousands of dollars for an affordable price. He is a very genuine caring person and you know he will take good care of you!