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Trusted Accounting and Financial Services in Lewistown
Bantz and Company and Company provides quality, personalized financial guidance to local individuals and businesses. Our expertise spans from basic tax management and accounting services to advanced services such as audits, financial statements, and strategic financial planning. We strive to become a leading firm in the region by combining our technical knowledge, years of practical experience, and a dedicated team mentality. Our clients benefit from our commitment to high standards, skilled professionals, and personalized attention that ensures their financial needs are thoroughly addressed.

Our mission centers on helping clients maintain financial stability in the present while proactively planning for future success through open communication and sound analysis. We are proud of the trust we have earned within the financial community and actively work to strengthen our position as a respected advisory partner. Whether you are a current or prospective client, you can rely on our expertise to deliver timely, accurate, and trustworthy financial solutions.
Services
Tax Management Accounting Financial Planning Estate Planning QuickBooks Support Payroll Processing IRS Representation Cash Flow Analysis Business Succession Retirement Planning
Highlights and features
  • We have over 20 years of experience in accounting and tax services.
  • Our team consists of certified professionals with extensive expertise.
  • We provide personalized financial strategies tailored to client goals.
  • Our commitment to transparency ensures no hidden fees or surprises.
  • We offer proactive planning to optimize financial outcomes.
Update Listing
Services
Tax Management
Bantz and Company and Company guides clients through tax planning and preparation, minimizing liabilities and maximizing cash flow. We ensure compliance with evolving tax laws and provide strategic advice for individuals and businesses. Our experienced team leverages in-depth knowledge to optimize financial opportunities and support long-term fiscal health.
Accounting
We deliver accurate record-keeping and financial reporting tailored to businesses of all sizes. Services include ledger preparation, payroll processing, and cash flow management. Our solutions streamline operations and provide clarity to help clients make informed financial decisions.
Financial Planning
Our firm specializes in retirement and investment planning to secure clients' financial futures. We analyze individual goals and develop strategies for asset allocation, tax efficiency, and estate planning. Our approach ensures sustainable growth and risk management.
Estate Planning
We assist clients in creating comprehensive estate plans to transfer assets efficiently while minimizing tax burdens. Services include trust management and tax preparation for estates, ensuring client wishes are honored with precision and care.
QuickBooks Support
Our team offers QuickBooks setup, training, and troubleshooting to improve financial efficiency. We help businesses leverage the software for accurate reporting and streamlined operations, ensuring users maximize the tool's capabilities for their specific needs.
People
Brandon Bantz
CPA
Brandon Bantz and Company and Company, CPA, is a seasoned accounting professional with over two decades of experience in tax strategy and financial planning. He leads Bantz and Company and Company, PC, with a focus on delivering personalized solutions and fostering client trust. His dedication to excellence ensures tailored financial management for individuals and businesses.
Questions
What accounting services do you offer?
We provide tax management, financial planning, auditing, bookkeeping, and estate planning services tailored to individual and business needs.
Do you serve businesses outside of Lewistown?
Our primary focus is Lewistown, MT, and surrounding areas, offering localized expertise to regional clients.
How can I schedule a consultation?
Contact us via phone or email to arrange an appointment at your convenience.
What sets you apart from other accounting firms?
We combine personalized service, certified expertise, and proactive financial strategies to meet each client's unique goals.
Do you assist with QuickBooks software?
Yes, we offer setup, training, and support to optimize QuickBooks for business financial management.
Are you available for IRS representation?
Yes, we provide professional representation to resolve audits and tax-related inquiries effectively.