Small Business CPA Services for Bozeman & Southwest Montana

Formerly Runyan & Associates, now part of Acction Advisors.

From $500/month. CPA-led tax preparation and planning, plus bookkeeping, payroll, and CFO advisory. Built for owner-operated businesses across Bozeman and the Gallatin Valley, by a team that lives here.

Our Montana team, including a CPA with 30+ years of experience, lives here. When you talk taxes with us, you’re talking to people who know the Gallatin Valley, not a call center three time zones away. We meet by video or phone and share everything through a secure client portal, so you never have to drive across town to drop off a box of receipts.

For more than 20 years, Runyan & Associates P.C., a Bozeman CPA firm, served local businesses. In 2024, the firm joined Acction Advisors, and our Montana team carries that work forward.

Your Montana team

  • Jen Matson, CPA. 30+ years as a CPA, known for long-term client relationships built on trust. She relocated to Montana and enjoys working from home where her cat can join Teams meetings.
  • Amanda Gottsch. Broad bookkeeping and accounting experience across startups to multi-million-dollar organizations, for-profit and nonprofit.

Areas we serve in Southwest Montana

Bozeman, Livingston, Belgrade, Big Sky, Manhattan, Three Forks, and the surrounding Gallatin Valley and Park County.

Montana taxes we handle for you

Montana is genuinely tax-friendly for small business, but there are still moving parts worth getting right:

  • No statewide sales tax. Montana is one of five states with none. Resort towns like Big Sky and Whitefish add a local resort tax, which we help hospitality and tourism clients track.
  • State income tax on your profits, flowing through to owners of pass-through entities. Rates are 4.7% to 5.65% for 2026. Starting January 1, 2027, the top rate drops to 5.4%, and the 4.7% bracket widens to $130,000 for joint filers.
  • The Pass-Through Entity Tax (PTET) election. This optional entity-level tax (5.65% for 2026, dropping to 5.4% starting January 1, 2027) moves your state tax deduction to the business, outside the federal SALT cap. The cap is $40,400 for 2026 but shrinks toward $10,000 for higher earners, which is often where PTET pays off. We run the numbers for you each year.
  • No franchise tax and low state fees. We keep your annual filings current so nothing lapses.

Small businesses we work with in Southwest Montana

Trades and construction, hospitality and tourism (including the Big Sky corridor), ranching and agriculture, professional services, and e-commerce. If you own it and run it, we can keep the books and the taxes straight.

Frequently asked questions

Do you have a Bozeman office?

Not a physical one. Our Montana team lives locally, and we meet with clients by video or phone. Documents, e-signatures, and invoices all run through our secure client portal, so you can send us anything any time.

What happened to Runyan & Associates?

Runyan & Associates P.C. joined Acction Advisors in 2024. Former Runyan clients now work with our CPA-led Montana team, with tax, bookkeeping, payroll, and CFO advisory all in one place.

Montana has no sales tax, so do I even need an accountant?

Yes. Income tax, the PTET election, payroll, and clean bookkeeping still matter, and that is where we save you time and money.

What does it cost?

Plans start at $500 per month. The estimator gives you a real number in about a minute.

Can you do both my bookkeeping and my taxes?

Yes. Both are under one roof, all year.

Talk to your Montana team

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