Business Details
43 Years
experience
Trusted Advice for Financial Confidence
We are a group of finance and accounting professionals with diverse specialties, providing clients with a wide range of expertise while educating them in an understandable manner. Our firm has been serving the Bozeman, MT community and surrounding areas for over 40 years, combining the robust capabilities of a larger company with the personalized service of a boutique firm. We maintain a high standard of integrity, hard work, and clear communication, positioning ourselves as expert advisors and trusted partners in our clients' financial journeys.Our mission focuses on empowering clients' long-term success through proactive, effective, and ethical accounting practices. We draw from decades of specialized expertise to deliver a full range of professional accounting services for individuals and businesses seeking accurate advice and financial confidence.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Business Valuation
Payroll Services
Forensic Accounting
Estate Planning
Strategic Business Planning
Non-Profit Accounting
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of combined experience in Montana accounting services.
- Our team includes specialized CPAs with expertise in tax, business, and personal finance.
- We maintain a down-to-earth philosophy with responsive, personalized service.
- Our strategic advisory approach addresses both technical and human aspects of finance.
- We handle IRS complexities so clients avoid lost wages or business disruptions.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Thrilled with service
Great bunch of people
Impress at every step
Extremely fast and professional
Above and beyond expectations
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in complex tax situations, maximizing deductions while maintaining compliance with federal and state regulations. Clients benefit from our deep understanding of evolving tax codes and personalized approach to minimizing liabilities.
IRS Audit Representation
We provide comprehensive representation during IRS audits, handling all communications and documentation requirements. Our team protects clients' interests by leveraging technical expertise and negotiation skills to resolve disputes efficiently. This service eliminates the stress and time commitment associated with direct IRS interactions for taxpayers.
Business Valuation
Our business valuation services determine accurate company worth for mergers, acquisitions, or succession planning. We employ industry-standard methodologies and consider market conditions to deliver objective assessments. This critical analysis supports informed decision-making for business owners planning their company's future.
QuickBooks Setup
We specialize in configuring QuickBooks for small to mid-sized businesses, ensuring optimal setup for accurate financial tracking. Our experts customize the software to match specific business needs, providing a solid foundation for effective accounting operations and future scalability.
Estate Planning
Our estate planning services help individuals organize their financial legacy while minimizing tax implications. We guide clients through complex documentation processes and coordinate with legal professionals to ensure comprehensive wealth transfer strategies that protect assets for future generations.
People
Leslie McEwen
Partner
Partner since 2021 with nearly two decades of accounting expertise, specializing in tax strategy and retirement planning. Holds advanced degrees from Montana State University and combines technical proficiency with approachable client service.
Kevin M. Hubley
Partner
Montana native with extensive experience in business tax consulting and forensic accounting. Active in professional organizations including the Montana Society of CPAs and American Institute of CPAs, serving the Bozeman community for over 30 years.
Clint Phillips
Partner
Agriculture and real estate tax specialist with Montana roots and Texas educational background. Joined HPW in 2005, bringing practical experience from Montana's ranching industry to business and estate planning services.
Mike Williams
Partner
Expert in executive tax management and business valuation with national firm experience. Provides litigation support as expert witness and mentors staff while maintaining deep expertise in complex tax issues and estate planning.
Jessica Briceno
Tax Associate
Montana State University graduate with specialized tax expertise, joining HPW in 2015 after experience at smaller firms. Combines technical skills with local knowledge to serve individual and business clients in tax preparation and planning.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll, forensic accounting, bank financing, business valuation, and strategic planning to help businesses operate efficiently and grow profitably.
How can you help with IRS tax problems?
Our IRS audit representation handles all communications and documentation, using expertise to resolve tax problems efficiently while protecting clients from unnecessary financial penalties and stress.
Do you offer personal financial planning services?
Yes, we provide one-on-one guidance for personal financial planning, including estate planning, retirement strategies, and wealth management tailored to individual client needs.
What QuickBooks services are available?
We offer QuickBooks setup, training, tune-ups, and software sales to help businesses implement effective accounting systems and maintain accurate financial records.
How does your firm approach tax planning?
We focus on proactive tax planning to legally reduce liabilities, recommending strategies that maximize after-tax income while ensuring compliance with evolving tax regulations and requirements.
