Who we are, how we work, and who we help
Elevated Tax & Accounting is a Missoula-based accounting firm that works with business owners and individuals who want clear answers and fewer surprises.
We focus on proactive tax planning, accurate accounting, and ongoing support so clients are not left guessing or scrambling at the last minute.
Most firms focus on filing and compliance. We focus on planning, communication, and staying involved throughout the year.
That means we check in regularly, respond when questions come up, and help you make decisions while there is still time to adjust. For many clients, that alone makes a noticeable difference.
We primarily work with small to mid-sized business owners, professionals, and individuals who want a more thoughtful and responsive approach to their finances.
Many of our clients have outgrown once-a-year tax prep and want a clearer picture of where their money is going and what to do next.
Yes. We are a licensed CPA firm and provide tax, accounting, and advisory services.
Tax, accounting, and advisory services designed to support growth
Yes. We provide monthly accounting services that keep your books current and your reports easy to understand.
Having up-to-date numbers makes tax planning and decision-making much more effective.
We assist with payroll coordination and produce clear financial reports so you know where things stand each month.
If something looks off, we talk it through and address it early.
Yes. Through our advisory and fractional CFO services, we help clients with forecasting, cash flow planning, pricing decisions, and long-term strategy.
This is a good fit for business owners who want help thinking ahead, not just looking back.
Yes. Many clients come to us during a transition.
We help gather what we need, clean things up if necessary, and make the switch as smooth as possible.
Absolutely. We believe reports should be useful, not confusing.
We walk through the numbers with you and explain what they mean so you can make informed decisions with confidence.
What to expect, where to find us, and how to begin
We use clear, upfront pricing based on the scope of work. There are no hidden fees or last-minute surprises.
We discuss pricing before any work begins so expectations are aligned from the start.
Our office is based in Missoula, Montana. We work with local clients and also support clients remotely when it makes sense.
It starts with a short introductory call. We learn more about your situation, answer questions, and talk through whether we are a good fit.
From there, we outline next steps clearly so you know what to expect.
We stay responsive and accessible throughout the year. Clients can reach us by email or scheduled calls, and we make it a priority to respond in a timely manner.
You will always know who to contact and where things stand.
Let’s jump on a call! Schedule your first introductory call here:
