ProActive Tax CPA, LLC

ProActive Tax CPA, LLC is a full-service accounting firm serving clients throughout Bozeman, Belgrade, and Livingston, Montana, as well as neighboring the states of Wyoming, North Dakota, Idaho, and beyond.  We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

We prepare tax returns for individuals, small businesses, trusts, estates, and not-for-profits.  Please see the Services tab for details about these and other services we are happy to provide.

Unfortunately, we are not accepting new clients at this time.

About Our Firm

ProActive Tax CPA, LLC provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning.  We also have detailed knowledge of all the unique intracacies of not-for-profits, from the application process to the reporting requirements.

Julie L Rogers, CPA, MPA has over 19 years of tax preparation experience and uses that to help keep your money in your pocket!  I received my Masters in Professional Accountancy from Montana State University, Bozeman, and I'm happy to call Montana home.

Our mission is to take a proactive approach to tax preparation. Rather than reporting the prior year activity and calculate tax due, we prefer to proactively take measures that can help reduce your tax liability while keeping you compliant with reporting requirements while keep you informed of applicable changes to the tax law.  ProActive Tax CPA, LLC is dedicated to meeting these goals with high standards of excellence and professionalism.