Accounting· Tax· Attest· Fund Services· Valuation & MIS· Contact
Illustrative Clientele Profile

Industries we work in & capabilities we run.

A snapshot of the clientele Omney serves and the work the firm runs end-to-end across attest, tax, accounting, funds and valuation.

§ 01 — Business Clientele

Industries we serve across business clientele.

01
Investment funds
02
Hedge funds
03
IT services
04
Healthcare benefits management
05
Staffing firms
06
Education
07
Exports
08
Gas stations
09
Restaurants
10
C-stores
§ 02 — Individual Clientele

The kinds of individuals we work with.

01
Business owners
02
Expats
03
Self-employed
04
W-2 salaried
High net worth
Plus high net worth individuals — for whom tax planning and complex returns sit alongside accounting and advisory.

"Omney provides attest, tax and accounting services to businesses and high net worth individuals — with a team of 30+ skilled professionals."

— About the firm

Capabilities at a glance.

Five service lines, one engagement team — all running out of Kalispell.

§ 01

Attest — Audit, review & compilation

§ 02

Tax — Returns, planning & international

§ 03

Accounting — Bookkeeping & financial statements

§ 04

Funds — K-1, FATCA / CRS, fund-raising compliance

§ 05

Valuation & MIS — Reports tailored to the business