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Tax Management and Tax Preparation in Bozeman, Livingston, & Belgrade, MT

Also Serving Belgrade, MT, and Surrounding Cities

When you run your own business, you have dozens of things to manage and look over on a daily basis. Sometimes, your priority tasks grow to an almost unmanageable amount. Instead of falling behind on paperwork, orders, or other priorities, let the experts at Schramm & Lewis, LLC lift some of your burden and get you back on track.

We offer various kinds of assistance, including payroll services, to help your Bozeman, MT business succeed financially. For more than 30 years, we’ve provided effective accounting and financial services, and our number one goal has been to help our clients plan for their future, achieve their current goals, and stay up-to-date with accepted financial practices and regulations.


Discover How Our Services Can Benefit Your Business

No matter which industry you work in, you should always take advantage of the following professional, knowledgeable financial services.


Tax Management Services


Excellent tax management services can help any business in Belgrade, MT excel. We take some of the stress off your shoulders by offering thorough tax preparation and general tax management services tailored to your unique business, no matter what industry you work in.

We work with a wide range of clients from multiple types of businesses in the Belgrade, Bozeman, and Livingston areas. Thanks to our experience, we can give you valuable insights into your tax requirements no matter what business model your company uses.

We always aim to keep you informed about your tax requirements as we educate you on ways to save money and keep track of paperwork. We want to empower you to understand the basics of all relevant tax codes so you can make informed decisions, but we also take care of all the tax work, from the largest tasks to the smallest details, so you can focus your attention elsewhere.

As we work together, we help you achieve the following:

  • Maximize cash flow.
  • Keep track of financial goals.
  • Optimize financial opportunities.
  • Plan, prepare, and file taxes properly.
  • Minimize tax liabilities.

Because we stay updated with current filing requirements and tax laws, we can help you clearly understand your bills, receipts, and financial notices.

Whatever type of service you need from us, our main goal is to help you save money wherever possible so you can run a more efficient, more effective business.

Even though our firm was founded fairly recently, our accountants have over 30 years of experience in the field. You can trust us to keep up to date on all tax codes and to always file your paperwork accurately and on time.

When you need our tax preparation and tax management services, you can count on us to offer personal, face-to-face services and to regularly communicate with you so you always know your business's status. We want to develop a helpful relationship with you that lasts for years and gives you the peace of mind that only comes from knowing your business is in good hands.

Along with clicking on the link below to learn more, you can learn more about our individual CPAs. We'll happily assist you with your tax preparation in Belgrade, MT as soon as you get in touch. 

Audits, Reviews, and Compilations

With our audit service, we perform an in-depth examination and confirmation of the following:

  • Account balances
  • Selected transactions
  • Inventories

Our accountants can pinpoint and correct errors from your financial filings so your business adheres to legal regulations.

Our reviews provide you with limited assurance and guarantee your data’s integrity. We review outside interests as well as analytical procedures to determine if any aspects of your business’s financial strategy requires further analysis.

You can also request compilations if you need us to adjust any of your accounting records.

Payroll Services

You hired your employees because you believed they could help your company sell products and services effectively. You pay them to perform daily tasks, but determining payroll and tax deductions can seem confusing. With our payroll services, we’ll help you develop and implement a computerized payroll system that lets you do the following:

  • Facilitate processing.
  • Ensure timely payments.
  • Determine proper tax deductions.
  • Collect information for tax return preparations.

Use the form below to learn more about our payroll services, tax services, or other financial services. You can also call our Bozeman, MT office at (406) 586-4379 or send an email to jason@schrammlewiscpa.com.

Bookkeeping and QuickBooks

As part of our payroll services for companies in and around Bozeman, MT, we provide bookkeeping services and QuickBooks advisory. While you handle the big-picture aspects of your company, we can handle the critical day-to-day tasks of managing your funds and paying your employees.

With decades of experience working old and current versions of QuickBooks, we are well versed in how to use the online software to manage payroll, inventory, bank feeds, and job costs. All your business information will be stored online via a secure server, so only you and the payroll services experts from our company will have access to the information. You can check the information whenever you want.

By using our secure client portal and QuickBooks hosting services you can monitor your accounting tasks while leaving the details to our professional team. Trust us to reliably and accurately take care of all your bookkeeping needs.


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