Swensen

Swensen & Company, CPAs is a trusted name in accounting services, serving individuals and businesses throughout Northern Nevada and the Great Falls, Montana area for over thirty years. Our firm is built on a commitment to providing personalized, professional service and delivering insightful guidance to help our clients navigate the complexities of the financial world. We understand that every client is unique, and we take the time to get to know your specific needs and goals before crafting tailored solutions.

At Swensen & Company, we believe in building long-lasting relationships with our clients based on trust and mutual respect. We act as more than just number crunchers; we are your partners in success, providing ongoing support and expertise to help you make informed financial decisions. Whether you are an established business owner, a growing entrepreneur, or an individual seeking financial clarity, our team of experienced CPAs is dedicated to providing you with the highest quality service and guidance.

Our Services

Swensen & Company offers a comprehensive range of services designed to meet the diverse needs of our clients. We understand that your financial picture is constantly evolving, and we adapt our services to meet your changing requirements.

Business Planning and Consulting

Taking your business beyond basic bookkeeping and accounting, Swensen & Company provides a full spectrum of financial and strategic planning services. We work closely with you to develop comprehensive business plans, explore growth opportunities, and navigate the complexities of setting up a new business venture. Our expertise extends to financial forecasting, cash flow management, and strategic decision-making, empowering you to achieve your business objectives with confidence.

Financial and Retirement Planning

At Swensen & Company, we believe that financial security starts with a well-defined plan. Our team of advisors provides personalized guidance to help you achieve your financial goals and secure a comfortable retirement. We work with you to assess your current financial situation, define your goals, and develop a customized plan that encompasses asset allocation, investment performance monitoring, college education planning, retirement plan strategies, insurance analysis, and tax, estate, and business succession planning.

Bookkeeping and Small Business Accounting

Swift and accurate bookkeeping is the foundation of a healthy financial operation. Swensen & Company provides comprehensive bookkeeping services tailored to the unique needs of small businesses. Our team handles all aspects of your financial record keeping, including payroll management, accounts payable and receivable, sales tax preparation, monthly financial statement preparation, budgeting, and audit representation. We leverage cutting-edge technology to streamline your accounting processes and provide you with real-time financial insights.

Tax Preparation and Planning

Navigating the complexities of tax laws can be daunting. Swensen & Company takes the stress out of tax season with our expert tax preparation and planning services. We provide individualized strategies that minimize your tax liabilities, maximize your cash flow, and ensure compliance with all applicable regulations. Our team stays abreast of the latest tax law changes, enabling us to provide you with informed advice and optimize your tax position. We offer both personal and business tax preparation services, including representation in IRS audits.