History
October 1, 1957
George Anderson and Carl ZurMuehlen form partnership of Anderson ZurMuehlen & Co., Helena
January 17, 1978
Branch office opens in Butte
October 1, 1979
Firm incorporates to Anderson ZurMuehlen & Co., P.C.
October 1979
AZ & Company acquires the practice of Lawson Lowe and opens Missoula branch office
October 1981
Missoula branch office closed
October 1983
AZ & Company acquires Gerharz and Company and opens Billings branch office
1985
Management Advisory Services Department commences
October 1, 1987
George Anderson retires
April 1, 1989
Human Resource Department commences
October 1, 1990
Carl ZurMuehlen retires
October 1, 1990
Computer Consulting Department commences
November 9, 1990
Affiliated entity, AZ Technology Solutions, Inc. (formerly High Country Software), commences Helena
January 1, 1995
Heiskell & MacGillivray merges with AZ & Company and opens Spokane branch office
October 1, 1995
Computer Consulting Department becomes separate Technology Services practice office
January 1, 1996
Affiliated entity, Northwest Customs Brokers, Inc., commences Spokane
March 1997
Affiliated entity, The AZ Resource Group, commences Denver , Colorado
October 1, 1997
Human Resource Department becomes a separate entity. Employee Benefit Resources, LLP opens Helena
April 1, 1998
The AZ Resource Group closed
January 1, 1999
O'Rourke Wilcynski merges with AZ & Company and opens Seattle branch office
August 1, 1999
Individual shareholders from VonHarten & Company merge with AZ & Company and expands the Seattle branch office
October 1, 1999
Janke, Winchell, Ehrlick & Co., P.C. merges with AZ & Company and expands the Billings branch office
April 1, 2000
Upstream Academy Division commences Helena
July 1, 2001
AZ & Company acquires Max Simmons & Company and opens full service Bozeman branch office. Professionals from other local CPA firms join AZ & Company expanding our services
August 10, 2001
Affiliated entity, AZ Financial Services, LLC (formerly AZ Holding Co., LLC), commences Helena
January 30, 2002
Affiliated entity, AZ Real Estate & Business Brokerage, LLC, dba Acquiron, commences Helena
October 1, 2002
Spokane branch office transitions to Heiskell MacGillivray & Associates, P.S.
October 1, 2002
Computer Consulting Department transitions to Helena office
October 1, 2002
Affiliated entity, Northwest Customs Brokers, Inc., is liquidated
February 15, 2005
AZ & Company assumes client service needs of McElroy, Smartt & Wilson, P.C. and opens Missoula branch office
September 30, 2005
Joe Loendorf retires
October 1, 2005
Elmore & Associates, P.C. merges with AZ & Company and expands the Missoula branch office
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