We Provide Business Financial Solutions

Twin Peaks Tax & Accounting is a small, fun, and friendly accounting and financial services firm. From individual tax planning to complex business consulting services, we are ready and able to be your full-service financial services firm. Our mission is to build trusting relationships while providing the advice and services which will enable our clients to succeed financially.

Our Services

"Behind every good business is a great accountant"

Accounting Services

Accounting Solutions

We recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our offers a broad spectrum of meaningful and cost-effective accounting services and works with a variety of different accounting software platforms.

Payroll Services

Payroll Services

Do you know the advantages of running payroll in your business? Depending on your business situation, you may be missing out on some tax benefits by not running payroll. Are you currently running payroll but do not want the burden of filing tax forms and making sure taxes are paid on time? We can take care of that for you.

Business Analysis & Consulting

Business Analysis & Consulting

Understanding your financial health, can make a critical difference to your short-term financial planning and overall business success. Our team can provide expert analyses that can help you gain a clear picture of your company's financial position and recognize potential strengths and weaknesses in your overall business plan.

Individual Taxes

Individual Taxes

Navigating the complex terrain of individual taxation requires expertise and a tailored approach. We leverage years of experience to deliver precise and beneficial tax solutions tailored to your unique circumstances.

Business Taxes

Business Taxes

As a business owner, your emphasis should be spent on running your business and not having to worry about your business taxes and compliance. At Twin Peaks Tax & Accounting, we will work with you throughout the entire year to ensure we have intimate knowledge of your business in order to prepare accurate tax returns.

Tax Planning

Tax Planning

We believe that providing effective tax services goes beyon simple tax return preparation and includes comprehensive tax planning. We can assess the tax implications of your financial decisions, formulate a tax strategy to minimize your liability, and proactively monitor significant changes to both tax law and to your finances to help you stay on track.

About Us

Twin Peaks Tax & Accounting is based out of Belgrade, Montana. We are setup to be able to provide services to clients across the country using remote working technology. If you would like to schedule a meeting with us, we'd be happy to have a video call, phone call, or in-person meeting with you. You can reach us at (406) 414-7764 or email us at info@tptamt.com

Meet Our Experts

Emily Hoffman

Senior Partner

I’m from New York and now live in Brandon, Vermont.  I graduated with an accounting degree from Siena College in Albany, New York, in 2012. After graduating, I worked in accounts receivable for a construction company in Boston before moving into public accounting. In 2015, I moved to Bozeman where I joined the Elev8 Financial Group team.  I completed my Enrolled Agent licensing in May 2017.  After five delightful years in Bozeman, I decided to return to the East Coast to be closer to my family.

Elizabeth Mead

Senior Partner

I was born and raised in Southeastern Montana. I graduated from Montana State University with a Master of Professional Accountancy degree in 2011. I am an Enrolled Agent and hold Series 7 & 66 security licenses as well as Life & Health insurance licenses for the state of Montana. I've spent the last 14 years working in tax and accounting with all of my experience coming from corporate accounting to public accounting.

Resources

New Employer Packet
New Employee Packet
IRS Form W-4
Direct Deposit Form
Sch C Template
Sch E Template
USCIS Form I-9
IRS Form W-9
Individual Tax Organizer
Business Tax Organizer
QuickBooks Desktop Backup Instructions
QBO Invite Instructions
Messaging Privacy Policy
Terms & Conditions
3rd Party Disclosure Waiver
© 2024 Twin Peaks Tax & Accounting. All rights reserved.

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