Anderson ZurMuehlen Helena office
Anderson ZurMuehlen & Co., P.C. is a full-service accounting and business consulting firm offering audit and accounting, tax, litigation support, human resources, and technology consulting services to a broad spectrum of business and individual clients throughout the United States. We have staff members who are fluent in Japanese, Korean, Chinese, Spanish and English. Anderson ZurMuehlen was established in 1957 and has offices in Billings, Bozeman, Butte, Helena, and Missoula, Montana, and Seattle, Washington. Firm-wide we employ over 200 individuals, 45 of whom are shareholders.
want a business advisor who can assist you in protecting your resources and help you benefit from opportunities that come your way-someone you can relate to and trust. We're looking for clients who value personal attention and solid advice. We've been providing tax, audit, accounting, and advisory services to individuals and organizations in the Northwest for more than half a century. Our attention to your needs will enable you to respond confidently to changing personal circumstances or business environments, as well as the dynamics of a global economy. Give us a chance to show we're real people who genuinely care about you and your success.
...remember that our world revolves around you.
...safeguard the confidentiality of the information you entrust to us.
...listen carefully to your needs, your concerns, and your goals.
...look out for your best interests.
...provide services that will help you succeed, both today and tomorrow.
We build relationships to provide valued services and solutions that help our clients succeed today ... and tomorrow.
We believe in and practice:
We will become famous for our amazing service and our unique, comprehensive approach to meeting our clients' needs efficiently and effectively.
As you work with Anderson ZurMuehlen professionals or visit our offices, you'll likely hear or see the term Success3 ("success cubed"). We'd like you to know what Success3 is all about.
Success3 means a quality result for you, for Anderson ZurMuehlen team members, and for the firm on every engagement. It means exceptional service in every interaction you have with a firm member. It means you leave every engagement with the firm saying, "Wow!"
A lofty goal, to be sure. Are we serious about Success3? Absolutely.
Success3, however, is much more than a goal. It's a way of life for us, a process. We think you should know what that process is. We want you to hold us accountable for following it.
The diagram below is the process-the service model-for Success3. Behind each of the five steps-define the service, plan the engagement, perform the service, provide the deliverable, evaluate the service-are key principles and clear expectations for how we will serve you.
You'll notice three words in the inner circle of the diagram: effort, attitude, and desire. There are many things in life we can't control; these three things we can, and they are at the core of our process for delivering exceptional service. We pledge to you our best effort, attitude, and desire.
Please ask us about Success3. We'd love to tell you more.
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
All Anderson ZurMuehlen Shareholders are members of the AICPA, the MSCPA or the WSCPA, and are affiliated with local chapters, as are most of our other CPAs.