Gallatin Valley Tax Services

Personalized Solutions, Financial Confidence
1105 Reeves Road W, Suite 900, Bozeman, Montana 59718, United States
https://gallatinvalleytaxservices.com
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Gallatin Valley Tax Services Overview

Number of Employees
Under 49
Minimal Budget
Inquire
Average Hourly Rate
Inquire
Year Founded
2005

Gallatin Valley Tax Services is a trusted partner in navigating the complexities of financial management and tax compliance. With a commitment to personalized service and attention to detail, it offers a comprehensive suite of accounting solutions. The firm specializes in providing tailored services, from bookkeeping and payroll management to tax preparation and retirement planning, ensuring that your financial affairs are in capable hands.

Gallatin Valley Tax Services understands that every client is different. Accordingly, the firm takes the time to thoroughly assess clients' individual situations and develop customized strategies to optimize their financial well-being. With over 40 years of experience, the firm has earned a reputation for reliability, integrity, and excellence in service delivery. The firm helps small business owners, high net-worth individuals, and corporate entities by offering the expertise and support they need to achieve their financial goals.

The firm's comprehensive services include accounting software selection and implementation, audits, payroll management, retirement planning, and IRS representation. With Gallatin Valley Tax Services, clients can rest assured that their financial affairs are in capable hands.

Gallatin Valley Tax Services Reviews


Reviews from Google Maps are available on this profile.
No one was there for two weeks. Between two people we went by five separate times multiple calls. Finally got a call from Shelly, who immediately became agitated and defensive and claimed she was gone one day. However, the business next-door told me no one had been there for a long time Because the AC was out. Had time sensitive documents and still don’t have them because I don’t know when anyone’s going to be there and they never answer their phone. "
Katherine Miller's Review Sourced from Google
We were referred to Shelly by a professional in the office that was retiring. Last year when she filed our taxes I thought she was somewhat unresponsive, but likely very busy due to tax season. She did get the job done. This year has been worse. Unresponsive to emails and requests for phone calls. She put in for an extension for corporate taxes and we received notification of that day of, March 17. Zero communication since. Had to find somebody else on April 12. Not fun! "
Rebecca Whitlock-Anderson's Review Sourced from Google
We were referred to Shelly to have our taxes done after our tax gal retired.She was friendly..fast..very knowledgeable. Her prices were wonderful. We got back more money than we expected. We had a schedule C for small business and was only there about 45 minutes. Very efficient. Would definitely recommend Shelly. Thank you again. Will absolutely be back if we don't move! "
Frances Barth's Review Sourced from Google
Peggy was recommended by a friend. I called twice and left messages including my phone number. Never got a call back. Receptionist was not apologetic so I’m off to find some else. Don’t waste your time. "
Russ Richard's Review Sourced from Google
We were referred here by a friend, who ensured us that they were the best and we’d have a great experience filling our taxes with them. They could never be more wrong. This was the worst experience we have ever had while filing our taxes. We understood that there would be some challenges with the Covid situation, but we never expected it to be so horrendous. We had a lot of information that we needed to go over with Kathy, but we never got the opportunity and this negatively effected our tax return. The entire time we felt like we were an annoyance to them. From the receptionist all the way to Kathy we did not feel welcomed at all. Our communication with Kathy was a little too nonexistent, and any that we did have was met with a condescending tone. I would say the best and friendliest email we received was the automatically generated email at the end asking for our payment. If you want to have your taxes filed by a company whose only intentions are to get your money then by all means use Gallatin Valley Tat services. However, if you’re looking for a pleasant experience this is not the company for you. We will never be using them again, and we have warned our friends and coworkers to steer clear.If you want to have your taxes filed by a company whose only intentions are to get your money then by all means use them. However, if you’re looking for a pleasant experience this is not the company for you. We will never be using them again, and we have warned our friends and coworkers to steer clear. We definitely will not be using them next year, we need people who actually are invested in our best interests. Thanks for the terrible experience. "
Cc Park's Review Sourced from Google

Gallatin Valley Tax Services Clients

Business Consulting and Services
Finance Industry
Accounting Industry