Montana Roots. Future Focused.

Accounting, Tax, and Insurance with Generational Insight.

Serving farmers, contractors, and small businesses since 1933.

Trusted Montana-based tax, accounting, and insurance services—built to weather the next season.

Our Core Values

We Give a Damn.

We care - about our clients, our work, our communities. If it matters to you, it matters to us.

We Build for What Lasts.

This firm has lasted since 1933, not by accident — but because we always think about what comes next.

Clear Thinking, Straight Talk.

People deserve to understand what they’re signing, why it matters, and how it affects their future.

We Figure It Out.

We don’t bluff. We don’t dodge. And if we don’t know something, we’ll find the answer. That’s how trust is built.

Where You'll Find Us

📍 140 Hwy 219, Pendroy, MT 59467

📍 411 Spokane Ave, Whitefish, MT 59937

📞 406-730-9001 (SMS Friendly)

Modern Tools, Montana Mindset.

Canopy Tax Portal

Secure tax portal for file sharing, messaging, e-signatures, document uploads, and more.

Keeper Accounting Portal

Easily generate monthly, quarterly, and yearly reports with just one click.

All Phones SMS Friendly

We communicate on your terms. Call or Text. We are here ready to help you.

Text Us Now ->

Prefer Pen and Paper?

We can do that too, but most folks find that these tools save time, keep you in the loop, and make our team even more efficient.

Quick & Responsive

We get back to you fast — whether by text, email, or phone. No ticket queues, just real people who know your name.

Insight-Driven

From tax strategy to bookkeeping trends, we give you clarity on what’s happening and what’s next — in plain English.

Straightforward & Clear

No surprise bills. No confusing jargon. Just honest advice and transparent pricing from a team you can trust.

Steady & Reliable

Rooted in Montana since 1933 — we’re built to weather the next season, and the one after that.

Start working with Swanson Agency

Whether you need tax support, bookkeeping, payroll, or insurance — we make getting started simple. We’ll meet you where you are and build a plan that fits.