Services

 

TAX PREPARATION C-Corporations and S-Corporations, partnerships Individual (out-of-state, non-resident, Montana, foreign) Estate tax returns

 

AUDIT Our work in auditing is extensive. We audit over 42 counties, cities, towns, schools and special districts. In addition, we provide services to over 21 hospitals, nursing homes, clinics, and other similar organizations. Our work in each of these areas is complex and diverse, giving us a wide background of knowledge and experience. Our auditing work in these areas is well known: Local governments Hospitals and nursing homes Cooperatives Non-profit organizations Colleges and other institutions of higher learning Privately owned corporations, partnerships, and sole proprietorships Tribal governments Housing authorities Manufacturing

 

ACCOUNTING & MANAGERIAL Our services here are broad and used whenever the need exists for professional accounting management services. Some of the services clients rely on us for include the following: Payroll accounting and reporting Bookkeeping Financial statement preparation (compilations) Reviews and agreed-upon procedure report CHMS, P.C. performs specialized accounting and auditing related services including evaluation of internal controls, specialized training of an entity's employees and fraud investigation.

 

ESTATE & TRUST PLANNING AND ADMINISTRATION Our philosophy about estate planning is very simple. We develop plans to increase the value of your estate to meet your needs and those of your loved ones, while preserving and protecting it from unnecessary taxes and costs. We employ tax savings methods to achieve your objectives and increase the value of your estate. This allows you to enjoy it during your lifetime and to satisfy the needs of your loved ones after death. We recognize that each situation is unique and we work closely with you and your other professional advisors.

CPA ElderCare Services ElderCare is intended to assure family members that elderly relatives no longer able to be totally independent are receiving the kind and type of care they need. The service's goal also is to give the elderly the chance to live their lives as independently as possible. A CPA ElderCare Services accountant provides some services directly and serves as the coordinator of others. In some instances, the accountant acts as an assurer of care, based on criteria and goals set by the client

As coordinator and assurer of such services, the CPA often relies on the expertise of other professionals such as geriatric care managers or social workers. ElderCare can involve a combination of services, including:

  • Consulting services (determining the community resources available to address the elderly person's needs).
  • Direct services (paying bills, managing property or submitting insurance claims).
  • Assurance services (testing service providers to make sure they meet agreed-upon criteria).

 
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