Financial Services


We are ready and able to be your full service financial services firm.

Accounting

Our firm provides a full menu of accounting services including accounting, quickbooks consulting/training, cloud computing, reviews, compilations, project costing, budgeting, business plans/forecasts, full-charge bookkeeping services and complete outsourcing of your financial functions.  We desire to provide services tailored to your needs in order to help you succeed financially.

Financial Services
R. Neal Kohtz has Series 6, 63 and 65 securities licenses.  Please visit (LINK IS FORTHCOMING)

Tax Planning
Do you rent or own a home?  Do you contribute to a Traditional IRA or a Roth IRA?  So many financial decisions affect your current and future tax liabilities.  To minimize your current and future tax liabilities, we continuously monitor federal, state, and local tax law changes to help you make the most advantageous decisions. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. 

Tax Preparation
Kohtz & Co can prepare all federal, state, and local tax returns for individuals, businesses and nonprofits.  We focus on making the tax form preparation and filing process as convenient and stress free as possible.  At competitive and affordable rates, you can trust us to prepare your income tax, payroll tax, sales tax, and gift and estate tax returns with professionalism and expertise.  

Bookkeeping and Reviews
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.  In addition, we regularly review and update our clients bookkeeping records to minimize year-end tax work and consider any structural changes that our clients may benefit from.

Professional Payroll ServiceClick Image For Presentation

Whether you are paying one employee or a number of employees, Kohtz & Co provides an affordable and comprehensive payroll service that is customized for your company’s specific needs.  Over the years we have strived to offer our clients the highest quality professional services with utmost personal care.  You will find the same level of unsurpassed commitment from us in satisfying YOUR payroll needs. You will also benefit from the overall professional acumen of our firm and our intimate knowledge of your total financial picture. 

Take a look at our
Payroll Relief AC Solution.
Here is a 5 minute presentation on our Payroll Solution that introduces you to our payroll services and shows how you will benefit from it.

Our payroll services include:

Sales Tax
We can assist you in all of your sales tax filings, sales tax law research, audits and structuring.  We have extensive experience in sales tax unlike most firms our size.


Property Tax
We can assist you in all of your property tax filings, property tax law research, audits and structuring.  We have extensive experience in property tax unlike most firms our size.


QuickBooks Services

QuickBooks is a great tool for individuals and small businesses to use to input financial data, organize the data, and generate useful reports from the data to track financial results.  All too often though, problems with QuickBooks surface.  Questions on how to enter or correct transactions arise, or simply understanding how to use the program need to be resolved. 

Kohtz & Co provides quality advice and training on any QuickBooks problems and concerns you have.  We have been Certified ProAdvisors since 2008, we work with QuickBooks on a daily basis, and we continually educate ourselves on how to use QuickBooks to its full potential.  We are confident that we can help you solve any problem you may have.  Contact us by phone or email today with any  questions you have or assistance you need.


Client Portal

We provide all of our clients with their own private client portal.  This portal is a secure on-line document management system enabling the transfer of documents using state-of-the-art technology for secure transfer and storage of your documents.  The portal is as easy to use as attaching documents to emails and ensures the security and confidentiality of all your information.

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.

Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Consulting Services
Our company offers a wide range of financial consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle -- or an even better one -- than you do now, you need to start planning for retirement...NOW. We can assist you in pursuing your retirement goals. 

Integrity, Experience, Results

CONTACT US

_________________________________________________________

1871 S. 22nd Avenue - Suite A1, Bozeman, MT 59718
Mailing Address: PO Box 5005 - Bozeman, MT 59717

MT (406) 551-6300

CO (720) 221-3800

Fax (866) 773-6470

Email:  kcocpa@kcocpa.net