We account for much more

than your numbers.

You have plans – to launch a venture, hire and reward staff, invest in technology, expand across state lines, hand down a successful company. At JCCS, we understand. Our advisors deliver tax, audit and advisory services in ways that go beyond the numbers to inform sound decisions and account for what matters most – whatever it is you want to achieve.

Why JCCS?

We inform

Every aspect of finance – for your company or family – impacts the decisions you make. We see beyond spreadsheets and tax forms to help inform those decisions and contribute to your success.

We engage

Effective advisory requires an engaged team of professionals. Yours will be. We will focus on your goals and bring in the right people with the right knowledge when it can have the greatest impact on you.

We build

Sound relationships help sustain growth. At JCCS, we offer the diversity of services and range of expertise to not only advise you now, but as your situation changes and your aspirations grow.

JCCS SERVICES

Accounting

Along with accurate bookkeeping and payroll services, the JCCS accounting professionals also provide clients with informative, insightful and, of course, understandable statements.

Audit

Whether traditional or specialized, JCCS provides auditing services that are based on personalized attention and tailored to your specific needs.

Benefits

JCCS employee benefits specialists design and administer plans that help you recruit and maintain top talent, improve employee morale, reduce turnover and enhance employee satisfaction with your company.

Tax

Because tax laws and their implications are constantly changing, JCCS tax preparation and planning specialists are relentless in their search for new and innovative tax applications to best meet your personal or business needs.

Specialized Services

Along with more traditional accounting and advisory services, JCCS is proud to also offer highly specialized services including business valuation, litigation support, financial institution support, certified fraud exams and others.

RESOURCES

RECENT WEBINARS

The JCCS team offers these free topical webinar resources relevant to business & personal finances. Check them all out.

Business Tax Update for 2021 and Beyond
February 16, 2022 Category: Tax

There are a lot of moving parts to keep track of when you own and operate a business. Keeping up with the tax law changes may >>

Basic Probate Process and Fiduciary Duties in Montana
September 24, 2021 Category: News

Basic Probate Process and Fiduciary Duties in Montana This video is for the Personal representatives wanting to know what is the general probate process and fiduciary >>

5 Costly Mistakes That Cost Trusts or Estates a Lot of Money
June 24, 2021 Category: Tax

Lana Kadoshnikov and Keith Tokerud, will discuss the 5 mistakes and share their stories of what to do and what not to do. 1. Vague Plan, >>

VIEW ALL
WEBINARS
WEBINARS

You define.
We deliver.

The future you see for your company, employees or family is the future we see. Getting there means navigating change and making sound, insight-driven decisions. We deliver integrated suites of business services that help you understand, strategize, decide and, ultimately, succeed.

  • Large Business
  • Small Business
  • Personal Finance

Sustaining high performance means answering complex questions. Should I expand into a new market now or wait? Will tax code changes impact my purchase of new equipment? Is it more feasible to acquire the competition or to outperform them? The answers to such questions require a deep understanding of strategic options, corporate finance and business implications. Through attention to quality and sheer business insight, we deliver that across a full suite of services.

  • Preparation of annual income tax returns
  • ACA reporting and compliance filings
  • Business valuation
  • More complex tax challenges including R&D credits, sales and use taxes, and more
  • Retirement plan set up & administration
  • Payroll services
  • Business succession planning, including “Key Man” insurance
  • Biannual consulting & financial statement review
THE FIRST DECISION IS GETTING IN TOUCH
CONTACT
CONTACT

Owning a small company raises big questions – be it a venture-backed startup or a third-generation family business. How much capital do I need to fund projected growth? What are the pros and cons of adding health coverage? When should I start succession planning? Tough questions all made easier when you have an advisor who invests time, insight and a bit of sweat equity in helping you answer them. Every service we deliver comes with just that kind of advisor.

  • Preparation of annual income tax returns
  • Payroll services
  • Bookkeeping services
  • Development of a long-term business plan and Key Performance Indicators
  • The JCCS “10-point financial health” annual analysis and review
  • Preparing financial statements
  • Designing benefits to maximize cash management and tax planning
  • Valuations, due diligence, planning for and executing transactions
THE FIRST DECISION IS GETTING IN TOUCH
CONTACT
CONTACT

Yes, people do financial planning with phone apps. They do their taxes online. That doesn’t mean they should. Personal finance can be complex and what seems a small decision can have significant impact on your quality of life, retirement and estate. At JCCS, we believe that getting taxes right, choosing appropriate investment vehicles, setting insurance levels, understanding implications of actions like selling land, and so on, are vital to your future. We deliver our services with that in mind.

  • Preparation of annual income tax returns
  • Year-end tax planning session
  • Wealth management
  • Real estate tax
  • Insurance and investment planning
THE FIRST DECISION IS GETTING IN TOUCH
CONTACT
CONTACT

NEWS TO KNOW

Amid urgent concerns about scams, the IRS has immediately halted acceptance of new claims for the Employee Retention Credit (ERC), at least through year end. IRS >>

Updates on the Montana Property Tax Rebate

Deadline to apply is October 1. Here is a screenshot of where to locate the rebate application on the Montana TAP website (https://tap.dor.mt.gov/_/): It has been >>

2023 IRS Changes to Tax Form 1099-K

What the lower threshold reporting requirement means, and how it will impact individuals and businesses. Attention personal and business tax filers! The IRS has implemented changes >>