Accounting and tax for Helena restaurants, hotels and other hospitality businesses

Sound familiar?

• Sales arrive from several systems.

  Point-of-sale, card processors, booking platforms and delivery apps all report differently. Monthly reconciliation brings them into one set of books you can trust.

• Busy seasons and quiet ones.

  When revenue swings through the year, current financial statements show how each month actually performed and help you plan for the slower stretch.

• Margins that are hard to see.

  Food, labor, supplies and occupancy costs move fast. Regular reporting shows where the money goes while you can still act on it.

• Bars and liquor sales

  Liquor inventory and pour cost are the figures that show what the drinks a bar pours cost against what they sell for.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Current books and financial statements.

• Business and owner returns

  Prepared together.

Services and starting prices.

• 01

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

Starting prices. Your scope and price are agreed in writing before work begins.

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Helena at a glance

• 97

  restaurants with paid employees in the ZIP codes 59601, 59623 and 59625 that serve Helena

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 13.6

  hotels per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

• 63.0

  restaurants per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

• 67%

  share of restaurants with 10+ employees (estimate)

  Source: estimate derived by Tucker from Census ZIP Code Business Patterns 2023; not a published figure

Tax offices for Helena hospitality businesses

• City of Helena Finance Department (Utility Customer Service / Licensing)

  City business tax and licenses.

  316 N Park Ave, Helena, MT 59623

  Phone (406) 447-8450

  Official website

• Lewis & Clark County Property Tax Department (Clerk and Recorder/Treasurer)

  County property tax collection.

  316 North Park Avenue, Room 113, Helena, Montana 59623

  Phone (406) 447-8329

  Official website

• Montana Department of Revenue

  State tax and revenue agency.

  Phone (406) 444-6900

  Official website

• IRS Taxpayer Assistance Center - Helena

  Federal tax help in person.

  10 W. 15th St., Suite 2300, Helena, MT 59626

  Phone (406) 441-1039

  Official website

By Tucker's estimate, those ZIP codes have 13.6 hotels per 10,000 tax returns filed, and 67% of the 97 restaurants with paid employees have 10 or more employees.

In Lewis and Clark County, the Lewis & Clark County Property Tax Department (Clerk and Recorder/Treasurer) collects property tax. The City of Helena Finance Department (Utility Customer Service / Licensing) is the city's office for local taxes.

The Montana Department of Revenue is the state office, and the IRS Taxpayer Assistance Center - Helena is the federal one. Brent Tucker, CPA, reconciles sales and prepares business and owner returns for Helena restaurants, hotels and other hospitality businesses.

Source: each office's official website, checked October 16, 2026.