Tag Archives: Missoula

LEE & COMPANY, PC, CPA in MISSOULA, MT

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At Lee & Company, PC, commitment to our clients remains a constant priority for each of our team members. We strive to deliver Quality, Service, and Ethics of the highest caliber in every engagement, large or small, to meet the unique needs and challenges of our clients.
Working with any one of our professionals, you will receive an unparalleled level of service delivered in a timely and efficient manner.
The trust and satisfaction of our clients is what we base our core values on. We value these traits and pledge to continue to earn your trust and business every day.
The professionals at Lee & Company have a variety of accounting experiences and backgrounds. We offer direct, personalized client communication which enables us to better understand our clients and offer solutions to the challenges facing their business.
We are licensed in several states. Our primary state of licensure is Montana for individual and firm permit purposes. For additional information regarding our firm and individual permits, please see the Contact section to get in touch with us.
Address:
1211 MOUNT AVE
MISSOULA, MT 59801
Phone: (406) 721-9919
Fax: (406) 721-2334
Website: https://www.leecomt.com

J. R. Banna + Associates, CPA in Missoula, MT

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Since inception, J. R. Banna + Associates’ vision has been to build a full-service wealth management, accounting and business advising firm. We recognize clients’ goals and needs are specifically unique to their individual situations. We manage our clients’ finances through a comprehensive, yet non-traditional, approach integrating investment advice, tax and cost analysis strategies. We strive to bridge the gap that frequently exists between financial advisors, accountant, attorneys and insurance agents when structuring personal and business finances.
Our clients are part of our family and we are invested in their long-term success. The world is not static and every client’s needs and circumstances are continually evolving. Remaining vigilant and keeping abreast of the necessary changes and legislation affecting our client’s overall strategy is critical. Whether utilizing one or all of our services, clients benefit from the integrated knowledge we apply across all platforms. We empower our clients to make the most informed decisions when contemplating the options available to them.
Call or email us today to schedule a meeting. We’d sincerely appreciate the opportunity to meet with you and learn about your present situation and your future goals. A relationship you can trust and rely upon awaits.
Jamison R. Banna
President
Investment Advisor Representative
Securities Licensure 7, 66
Professional Designations:
Licensed Insurance Producer + Registered Tax Preparer
Education:
B.S. in Business, Montana State University
Personal Accomplishments:
Proud father of five children
Entrepreneur since 1998
Track & Field Big Sky Conference Champion & Record Holder
Address:
1821 South Avenue, Suite 400
Missoula, Montana 59801
Phone: 406.327.0112
Fax: 406.327.0113
Email: jrbinvestments@kmsfinancial.com
Website: http://www.jrbanna.com/
Resources:
http://www.jrbanna.com/#block-nodeblock-97971

Pulley & Muzzana, CPA in Missoula, MT

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We’d like to provide you with an opportunity to get to know our staff as well as our firm’s values before you come to see us. This pages should give you a good idea about us.
Our Values
We believe in the importance of our profession and meeting the needs of our clients. Honesty, integrity, and a commitment to provide quality, personalized financial guidance is behind everything we do.
Barbara Pulley, CPA
Barbara, a native Montanan and University of Montana graduate, has over 35 years of professional experience in tax and accounting. She is a member of the Montana Society of Certified Public Accountants and a founding member of the Missoula Businesswomen’s Network.
Barbara grew up working in her family’s store, café and farm. Prior to beginning her practice, Barbara’s personal accounting experience included rental real estate, automotive dealerships, insurance agencies, and varied administrative accounting functions at the University of Montana. In addition, her personal experience with oil exploration leasing has enabled her to assist clients with the initial phase of negotiating a lease. Continue reading →