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Services
At our company, we are committed to achieving high levels of customer satisfaction through the services and products we offer. Since our inception in 1994, this straightforward approach has driven our growth. We provide comprehensive accounting services tailored to assist both individuals and businesses in managing their finances efficiently. Our expertise lies in helping businesses streamline their accounting operations, ensuring compliance with tax laws and regulations while optimizing their financial performance.
Individual & Business Tax Preparation
We specialize in both individual and business tax preparation, providing personalized services that help you navigate the complexities of tax season with ease. Whether you're filing as an individual or running a small business, we ensure that you maximize deductions, minimize liabilities, and stay fully compliant with tax laws.As a local business, we take pride in building lasting relationships with our clients. We take the time to understand your unique financial situation and tailor our services to meet your needs.
Estate and Trust Tax Preparation
At Whaley & Associates, P.C., we understand the complexities and sensitivities surrounding estate and trust tax preparation. Whether you're managing a family estate or a complex trust, we provide expert guidance to ensure that all tax obligations are met, and the process is as smooth as possible. Our team has extensive knowledge of estate and trust tax laws, including federal and state regulations, and we are committed to helping you minimize tax burdens and avoid costly mistakes.
Full Service Payroll
As a local business, we understand the unique needs and challenges that small businesses face when it comes to payroll. We ensure accuracy, compliance, and peace of mind by staying up-to-date on ever-changing local, State, and Federal tax laws, so you don’t have to.We handle everything from employee compensation and tax deductions to reporting and filing, saving you time and reducing the risk of costly errors. With our commitment to excellent customer service, we make payroll easy and stress-free, allowing you to focus on what matters most—growing your business.
Bookkeeping
Choosing our bookkeeping services means you can focus on what you do best while we handle the numbers. We have a team of experienced professionals which ensures accuracy and efficiency in managing your financial records. With customized solutions tailored to your specific needs, we can provide clear insights to help your business thrive. Trusting us to keep your finances organized and up to date, allows you make informed decisions with confidence.
Non Profit Tax Preparation
As a local business, we’re committed to providing personalized, hands-on service tailored to your nonprofit’s specific needs. Our experienced team ensures compliance with tax laws, helps maximize tax-exempt benefits, and provides expert guidance on managing finances in a way that aligns with your mission. You can trust that your nonprofit’s tax filings will be handled accurately and efficiently, allowing you to focus on what matters most—serving your community.
Quickbooks Desktop & Online Consultation
Our accounting team at Whaley & Associates P.C. is here to help you get the most out of QuickBooks, whether you're using QuickBooks Desktop or QuickBooks Online. We offer expert consultations to assist with setting up your accounts, customizing features to fit your business needs, and training your team to use the software effectively. Whether you need guidance on managing transactions, generating reports, or troubleshooting issues, we provide hands-on support to ensure your QuickBooks system is running smoothly. With our expertise, you can streamline your financial processes and make confident, informed decisions for your business.
Estate & Succession Planning
Our accounting team is dedicated to helping you navigate the complexities of estate and succession planning. We work closely with you to develop strategies that protect your assets, minimize tax liabilities, and ensure a smooth transfer of wealth to future generations. Whether you’re planning for your family’s future or preparing a business for a successful transition, we provide tailored solutions that align with your goals. With our expertise, you can make informed decisions, secure your legacy, and achieve peace of mind knowing your estate and succession plans are in good hands.
Business Setup
We are here to guide you through every step of setting up your business in Montana. From choosing the right business structure—whether an LLC, S-Corp, or sole proprietorship—to registering with the state and understanding local tax requirements, we provide expert advice tailored to your specific needs. We’ll help you navigate the legal and financial processes, ensuring that your business is set up correctly and efficiently from the start. With our support, you can focus on growing your business while we handle the complexities of compliance and financial planning.
IRS & Tax Audit Representation
We provide expert IRS and tax audit representation to help you navigate the complexities of tax disputes and audits. Our experienced team works on your behalf to communicate with the IRS, review your records, and ensure that your rights are protected throughout the process. Whether you're facing an audit or need assistance resolving tax issues, we offer strategic guidance to minimize stress, reduce penalties, and achieve the best possible outcome. With our in-depth knowledge of tax laws and audit procedures, we’re here to provide the support and expertise you need during challenging times.
1031 Exchange
At Whaley & Associates P.C., we specialize in guiding clients through the process of 1031 exchanges, helping you defer capital gains taxes on the sale of investment properties. Our team provides expert assistance in identifying like-kind properties, ensuring compliance with IRS regulations, and managing the intricate timelines involved in the exchange. Whether you're looking to upgrade your investment portfolio or reinvest in new properties, we offer comprehensive support to make the process as smooth and tax-efficient as possible. With our help, you can maximize your investment opportunities and defer taxes, keeping more of your earnings working for you.
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