Rudd & Company - Helena

Rudd & Company - Helena Rudd & Company is a CPA firm. We offer many services including tax planning and preparation, audits, payroll, QuickBooks services, etc.

Rudd & Company was founded in 1963 and since that time has grown into the largest CPA firm in the area. We are an assertive firm providing our clients a full range of services. Our offices are located in the Intermountain West because this is where we choose to live. However, we serve a wide variety of clients located throughout the United States. Because our firm is smaller than the national CPA

firms, we maintain close and open relationships with each of our clients. Our commitment is to provide the highest quality services while retaining a small-town atmosphere. Rudd & Company is a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants (AICPA) and is active in the local State Societies of CPAs. Professionalism
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Beginning in 2025, businesses can once again deduct domestic research and experimental (R&E) expenses in the year they’r...
06/18/2026

Beginning in 2025, businesses can once again deduct domestic research and experimental (R&E) expenses in the year they’re incurred, rather than amortizing them over five years. In addition, “small businesses” can file amended returns to claim the deduction retroactively for 2022 through 2024. Regardless of size, businesses that incurred domestic R&E expenses in 2022 through 2024 can elect to accelerate the remaining deductions for those expenditures over a one- or two-year period. If your business has incurred domestic R&E expenses in any of these years, call us at (406) 449-1299 to discuss how these changes can help boost your cash flow.

Many businesses today outsource one or more of their IT functions to save money. Yet if you don’t manage the risks invol...
06/12/2026

Many businesses today outsource one or more of their IT functions to save money. Yet if you don’t manage the risks involved, you could end up spending more and getting less in return. For example, slow support times or services that don’t match your objectives or employees’ needs can undermine productivity. Contact us at (406) 449-1299 for help evaluating a prospective IT outsourcing arrangement or assessing the ROI of an existing one.

Good news for small business owners! The 20% qualified business income (QBI) deduction for pass-through business owners ...
06/11/2026

Good news for small business owners! The 20% qualified business income (QBI) deduction for pass-through business owners is now permanent. (It had been scheduled to expire after 2025.) This break reduces taxable income for eligible sole proprietors, partners, S corp owners and, generally, LLC members. Beginning in 2026, expanded income ranges over which certain limits phase in may allow more taxpayers to qualify for the QBI deduction, and some may enjoy larger deductions. Contact us at (406) 449-1299 to learn how you can benefit.

Your marital status affects many federal tax filing variables, including your standard deduction, credit eligibility and...
06/10/2026

Your marital status affects many federal tax filing variables, including your standard deduction, credit eligibility and tax owed. If you’re currently “informally” separated from your spouse but still legally married, the IRS generally considers you married for the entire year (even if you’ve lived apart for many months). Unless you divorced or legally separated by Dec. 31, 2025, you must file as married filing jointly or married filing separately for the 2025 tax year. If, on the other hand, you finalized a divorce or legal separation in 2025, you should file as single or, if eligible, head of household. Call us at (406) 449-1299 if you have questions about filing your tax return.

Drip, drip, drip. That may be the sound of your business’s retirement savings plan “leakage.” Leakage refers to pre-reti...
06/09/2026

Drip, drip, drip. That may be the sound of your business’s retirement savings plan “leakage.” Leakage refers to pre-retirement withdrawals made by plan participants (your employees). When a plan’s total assets and individual account sizes shrink, it tends to hurt administrative efficiency and raise costs. It could also indicate that your workers are experiencing financial difficulties, which can reduce productivity. Contact us at (406) 449-1299 to discuss possible solutions.

One of the biggest challenges when buying a home is coming up with the down payment. But a traditional IRA can help. Fir...
06/08/2026

One of the biggest challenges when buying a home is coming up with the down payment. But a traditional IRA can help. First-time homebuyers can usually withdraw up to $10,000 from their IRAs penalty-free. (Normally, withdrawals before age 59 1/2 are subject to a 10% penalty.) But there are several rules you must follow to qualify, as well as downsides to consider. And the timing of your withdrawal will be critical. Contact us at (406) 449-1244 for more information.

When you’re running a business, it’s easy for the books to fall behind. But timely, accurate financial records are essen...
05/27/2026

When you’re running a business, it’s easy for the books to fall behind. But timely, accurate financial records are essential for a healthy operation. Reporting delays can lead to cash-flow surprises, cost overruns and missed opportunities. Contact us at (406) 449-1299 to get caught up and gain real-time insights that can help your business thrive.

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam ...
05/20/2026

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam people into sharing personal information to file false tax returns and steal refunds. Specific threats include phishing emails and smishing texts, where the thief impersonates a legitimate organization in the tax community, such as the IRS, a state agency or a tax software company, to try to convince the target to provide personal information, click on harmful links or send money. Having an Identity Protection (IP) PIN can protect taxpayers from tax-related identity theft. Anyone with an SSN or an ITIN can get an IP PIN. For more information, contact us at (406) 449-1299.

You may have heard you need at least $1 million (or $750,000 or $3 million or another number) saved before you retire. T...
05/18/2026

You may have heard you need at least $1 million (or $750,000 or $3 million or another number) saved before you retire. The truth is, “your number” is specific to you. How much you need for a secure and fulfilling post-work life depends on factors such as your current income, your desired retirement lifestyle and whether you hope to leave a legacy to heirs. Contact us (406) 449-1299. We’ll review your situation together and come up with a retirement savings plan — including a number.

For small business owners, investing in new equipment, expanding facilities or launching a new product can be a big deci...
05/14/2026

For small business owners, investing in new equipment, expanding facilities or launching a new product can be a big decision. With limited funds, it’s essential to pinpoint the opportunities that deliver the most value. Financial models like accounting payback, net present value and internal rate of return offer a disciplined, data-driven approach to evaluating your options. We can help you apply these models to make confident, informed capital-budgeting decisions that fuel long-term success. Call us at (406) 449-1299 to get started.

Address

1 Engineering Place
Helena, MT
59601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+14064491299

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