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.

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.

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus retur...
05/13/2026

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus returns using victims’ Social Security numbers. It can cause big headaches and delay legitimate refunds. But if you file first, it will be the return filed by a potential thief that will be rejected, not yours. Call us at (406) 449-1299 to get your return preparation started.

When natural disasters strike, tax deadlines shouldn’t add to your stress. Generally, taxpayers have had three years fro...
05/12/2026

When natural disasters strike, tax deadlines shouldn’t add to your stress. Generally, taxpayers have had three years from the April filing deadline for the tax year to claim a credit or refund for overpaid taxes. But when the IRS extended filing deadlines for disasters such as wildfires, floods or hurricanes, the three-year period didn’t always adjust accordingly. The Disaster Related Extension of Deadlines Act, signed into law on Dec. 26, 2025, addresses this issue. Now, when the IRS extends filing deadlines due to federally declared disasters, the period to claim refunds and credits is also extended. The new law also aligns payment deadlines with filing relief. Call us (406) 449-1299 at with questions.

Grantor-retained annuity trusts (GRATs) and grantor-retained unitrusts (GRUTs) allow you to give assets to your children...
05/11/2026

Grantor-retained annuity trusts (GRATs) and grantor-retained unitrusts (GRUTs) allow you to give assets to your children today while you receive payments back from the trust for a specified term. And, provided you survive the trust’s term, you’ll remove the assets from your taxable estate at a reduced value for gift tax purposes. At the end of the term, the principal may pass to the beneficiaries or remain in the trust. Contact us at (406) 449-1299 for additional details.

For 2026, you generally can contribute up to $7,500 pretax to an employer-sponsored child and dependent care Flexible Sp...
05/08/2026

For 2026, you generally can contribute up to $7,500 pretax to an employer-sponsored child and dependent care Flexible Spending Account (FSA). This $2,500 increase over the 2025 limit was part of the major tax legislation that was signed into law in 2025. An FSA pays or reimburses you for qualified child or dependent care expenses. (Your contributions will, however, reduce your qualified expenses for purposes of the child and dependent care tax credit.) Contact us at (406) 449-1299 to learn more about tax breaks for families.

To make confident business decisions, you need a clear view of your cash position. The statement of cash flows reveals h...
05/07/2026

To make confident business decisions, you need a clear view of your cash position. The statement of cash flows reveals how money moves in and out of your business. It’s usually organized into three sections: 1) Cash flows from operations reflect day-to-day activity. 2) Cash flows from financing activities show how you use debt and equity to fund growth. 3) Cash flows from investing activities capture how you’re building for the future. Together, they tell the real story behind your numbers. We can help you interpret trends, spot risks and manage cash flow to strengthen your business strategy. Call us at (406) 449-1299 to learn more.

The IRS has issued the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs. Effective Jan. ...
05/05/2026

The IRS has issued the 2026 cents-per-mile rates for calculating tax-deductible vehicle operating costs. Effective Jan. 1, 2026, the standard mileage rate for the business use of a car, van, pickup truck or panel truck is 72.5 cents per mile. (This is up from 70 cents per mile for 2025.) The 2026 rate for medical or eligible moving purposes is 20.5 cents per mile. (This is down from 21 cents per mile for 2025.) For charitable driving, the 2026 rate is 14 cents per mile (unchanged from 2025). These rates apply to gasoline- and diesel-powered vehicles as well as electric and hybrid ones. To protect your deduction, don’t forget to keep detailed mileage records. Contact us at (406) 449-1299 for more information on when mileage is deductible.

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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