Accounting and tax for real estate in Helena, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

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

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 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

• 03

  Monthly Accounting

  From $400/mo

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

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

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Helena at a glance

• 96

  real estate firms with paid employees in the ZIP codes 59601, 59623 and 59625 that serve Helena

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

• 8%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 9.7

  property managers 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

Tax offices for Helena real estate 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

Brent Tucker, CPA, keeps monthly accounting that shows what each property earns and costs, and prepares the individual returns that carry rental activity.

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

The Montana Department of Revenue is the state listing, and the IRS Taxpayer Assistance Center - Helena is the federal listing. Census ZIP Code Business Patterns 2023 counts 96 real estate firms in ZIP codes 59601, 59623 and 59625.

Tucker CPA derived a proxy that finds rental or royalty income on 8% of the tax returns filed there.

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