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Frequently Asked Questions
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.
Do you work with clients outside Montana?
Yes. We work with clients nationwide from our office in Billings, Montana. Federal strategy is identical across states, and we coordinate state-specific issues including pass-through entity tax elections, nexus, and residency wherever clients operate.
How do you charge for advisory work?
Published standard advisory pricing is $7,800, paid as two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation and additional services are separately scoped and priced. Confirm current fees and deliverables in the written engagement.
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
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