Help searchers hire estate & trust taxation firms in Bozeman

Estate & Trust Taxation in Bozeman, Montana

Fiduciary returns, inheritance planning, and trust accounting. Tap into local pros who understand Gallatin County regulations, industry mix, and the Montana business calendar.

What Estate & Trust Taxation covers in Bozeman

  • • Compliance filings tailored to Bozeman's business licenses and local option taxes.
  • • Hands-on support for industries dominating Gallatin County: outdoor recreation, healthcare, higher ed, and logistics.
  • • Advisory on payroll, entity structure, and cash flow for Montana's seasonality.

Engagement checklist

Before you reach out

Share these basics to accelerate quoting.

• Latest financial statements or bookkeeping platform access.

• Payroll headcount and contractor mix.

• Current Montana Department of Revenue notices, if any.

• Goals for the next 12 months (expansion, funding, exit, etc.).

Featured Estate & Trust Taxation providers

Brewer Law Firm, P.L.L.C.

Licensed Attorney

Bozeman, MT

1700 W Koch St #9, Bozeman, MT 59715

(406) 570-6664
Website
tax legal services
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Brian Ortega

Licensed Attorney

Bozeman, MT

1924 Stevens St Suite 101, Bozeman, MT 59718

(406) 551-6080
Website
tax legal services
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Bryan Law Firm, P.C.

Licensed Attorney

Bozeman, MT

11 E Main St STE D, Bozeman, MT 59715

(406) 586-8565
Website
estate planning
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Dodd Law Firm, P.C.

Licensed Attorney

Bozeman, MT

3825 Valley Commons Dr Unit 5, Bozeman, MT 59718

(406) 577-2391
Website
tax legal services
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Goetz, Geddes & Gardner P.C.

Licensed Attorney

Bozeman, MT

35 N Grand Ave, Bozeman, MT 59715

(406) 587-0618
Website
tax legal services
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Jennifer Dwyer - Avignone Banick & Williams

Licensed Attorney

Bozeman, MT

3825 Valley Commons Dr, Bozeman, MT 59718

(406) 586-8330
Website
tax legal services
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Schwasinger & Fallaw Law Office

Licensed Attorney

Bozeman, MT

517 S 22nd Ave STE 2, Bozeman, MT 59718

(406) 587-2110
Website
tax legal services
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Watson Law Office, P.C.

Licensed Attorney

Bozeman, MT

101 E Main St STE C, Bozeman, MT 59715

(406) 586-4707
Website
tax legal services
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Younkin Cindy E

Licensed Attorney

Bozeman, MT

2066 Stadium Dr Unit 101, Bozeman, MT 59715

(406) 582-0027
Website
tax legal services
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Browning, Kaleczyc, Berry & Hoven, P.C.

Licensed Tax Attorney

Bozeman, MT

801 W Main St, Bozeman, MT 59715

(406) 585-0888
Website
tax legal services
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Luebeck, Hammar, McCarty & Goldwarg

Licensed Tax Attorney

Bozeman, MT

200 Highland Blvd suite 203, Bozeman, MT 59715

(406) 586-1926
Website
tax legal services
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Stusek Law Firm Pc

Licensed Tax Attorney

Bozeman, MT

2101 Durston Rd ste 3, Bozeman, MT 59718

(406) 551-2700
Website
estate planning
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Angel Law Firm

Licensed Attorney

Bozeman, MT

803 W Babcock St, Bozeman, MT 59715

(406) 922-2210
tax legal services
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Buckley Maxwell Dixon Dolezal PC

Licensed Attorney

Bozeman, MT

2419 W Main St Suite #3, Bozeman, MT 59718

(406) 404-3840
Website
tax legal services
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Tax planning workshops

Offered by Montana accountants who focus on estate & trust taxation for Bozeman organizations.

Quarterly controller services

Offered by Montana accountants who focus on estate & trust taxation for Bozeman organizations.

Audit-ready financials

Offered by Montana accountants who focus on estate & trust taxation for Bozeman organizations.

Ad-hoc CFO clinics

Offered by Montana accountants who focus on estate & trust taxation for Bozeman organizations.

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