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Business Profile

CPA

Streamlined Services, PC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in CPA.

About

About This Business

Streamlined Services PC is an accountant that offers CPA services for businesses and individuals including tax preparation and planning, payroll services, virtual CFO services, bookkeeping, and tax compliance services.

Years in Business: 3

Products and Services

Full service accounting firm
Provides support to individuals and small businesses to remain compliant, organized and financially informed
Tax preparation
Bookkeeping
Payroll
Strategic advisory
Ramsey trusted professionals.
Filings

Transparent reporting

Emphasizes the importance of timely support and clear financial records for business operations and personal financial management

Provides services that help clients understand finances, plan ahead and make informed decisions
Available for both structured monthly accounting and seasonal tax assistance
Each client is assigned a dedicated CPA for personalized service and accountability
Prioritizes clear communication, accuracy and long-term client relationships

Business Details

BBB File Opened:
6/7/2023
Business Started:
8/7/2022
Type of Entity:
Professional Corporation (PC)
Alternate Names:
Streamlined CPA
BookMyCPA
The Tax Office
Business Management:
Mr. Jacob Rick Linville, Owner/Director

Additional Contact Information

Principal Contacts
Mr. Jacob Rick Linville, Owner/Director
Customer Contacts
Mr. Jacob Rick Linville, Owner/Director
Additional Phone Numbers
Other Phone: (406) 480-6622
Additional Websites
yelp.com/biz/streamlined-...

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • Licensed with the State of Montana - License # PAC-CPAP-LIC-034478

Additional Information

Payment methods
  • Cash
  • Check
  • Credit Card
  • Debit Card
  • American Express
  • MasterCard
  • Visa
Credit card, Debit card, ACH or Wire transfer 
Other Resources
Montana Department of Labor & Industry
301 South Park, 4th Floor
Helena MT 59620
Phone Number: 406-841-2203
Fax Number: 406-841-2305
http://bsd.dli.mt.gov/license/bsd_boards/pac_board/board_page.asp
[email protected]
Oregon Board of Accountancy
3218 Pringle Rd SE Ste 110
Salem OR 97302
Phone Number: (503) 378-4181
http://www.oregon.gov/boa
[email protected]

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