Jeff O'Brien, CPA

Western Business & Tax

Tax Season Hours

Mon-Thu 9:00 AM to 4:00 PM | Fri-Sun: Closed

Office: (406) 751-3300 - Fax: (406) 751-3313

2019 Tax Information

The July 15th tax deadline has passed and we have filed extensions for all of our existing clients. Extended personal returns are due Thursday, October 15. We ask that our clients please have their information to us no later than Monday, October 12 so we can process your returns by the filing deadline.

We are scheduling limited face to face and phone appointments, so feel free to call us if you have any questions.

Thank you to all of our clients in these most trying of times!

For 2019 the federal standard deductions are as follows:
  • $12,200 for single filers or married filing separately.
  • $18,350 for heads of household.
  • $24,400 for married filers.
  • Additional standard deduction amounts for over 65 or the blind is $1,300.
  • The additional standard deduction amount increases to $1,650 for unmarried filers.

For a greater overview regarding federal taxes for 2019, please check out this Forbes article .
Also, our friends at Edward Jones have provided us with income tax and social security planning guides showing comparisons between 2018 and 2019.
2019 Income Tax Comparison Guide
2019 Social Security Comparison Guide

The Tax Cuts and Job Act abolished the Obamacare penalty on tax payers who were not covered by health insurance for 2019 and beyond. However, if you are covered by a health insurer through the Obamacare exchanges, they should send you a form 1095-A in early 2020, and we will need that form to complete your returns next year.

To assist taxpayers in deciding their withholdings claimed on their employers' W4 forms, the IRS provides a withholding calculator which we recommend all our clients utilize. The withholding calculator is available at this link:

IRS Withholding Calculator

Montana's highest tax bracket remains at 6.9%. More information can be obtained at the link below:
Montana Income Tax Rates

2019 Tax Checklists

Personal Tax Checklist

Self-Employed Tax Checklist

S-Corp/Partnership Tax Checklist

Rental Checklist

Farm Checklist

Personal and Business Tax Prep/Consultation and Planning

Today’s complex business world needs a comprehensive tax team that can help you organize and manage your finances through our professional tax preparation & consultation. We help businesses and individuals stay ahead of their finances by organizing and planning for tomorrow’s success.

Our professionals bring over 40 years of combined experience, and the most up-to-date legal and technical knowledge in the industry. Let us help you prepare and plan for your financial success today!

Payroll and Bookkeeping

Our bookkeepers provide full service bookkeeping utilizing Intuit QuickBooks®, as well as payroll and small business consulting. We are focused on the needs of small businesses operating in the Flathead Valley of Montana, but we are also proud to offer our services to all 50 U.S. States.

The link below is to our client engagement agreement for payroll and bookkeeping which elaborates further on these services.

Bookkeeping Services Engagement Agreement

Payroll Services Engagement Agreement

Corporate Maintenance

We can help you file your company Annual Reports each year, and have a staff of experts that can help this process go as smoothly and as fast as possible.

Annual Minutes are yearly documents that record your company Annual Meeting information, which is to be held each fiscal year by the directors, even if it is just yourself. Included in these documents are: the date & location of your meeting, attendees, a summary of your company actions throughout the last fiscal year, and a statement as to what the company’s future resolutions are. Though they do not need to be reported, Annual Minutes must be documented in case an IRS audit were to occur. At Jeffrey D. O’Brien CPA, and Western Business and Tax Services we help you organize and file both Annual Reports and Annual Minutes.

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Jeffrey D. O'Brien, CPA, PC
Western Business & Tax

130 1st Ave. W
Kalispell, MT 59901

(406) 751-3300