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Great Falls
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Great Falls
Showing 91 to 100 of 125 CPAs in Great Falls, Montana
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Jerry L. Lehman
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Based in Great Falls, Montana, Jerry L. Lehman is a certified public accountant with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. Lehman provides IRS representation and handles bookkeeping and financial statement compilation services for his clients, ensuring their financial records are accurate and compliant with regulatory requirements. With a specialization in tax compliance and financial planning, Lehman works closely with family-owned enterprises to develop and implement customized financial strategies that align with their business goals and objectives.
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Laura B. Rhodes
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Based in Great Falls, Montana, Laura B. Rhodes is a certified public accountant with over a decade of experience providing financial guidance to individuals and businesses. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to a diverse range of clients, from individuals and families to various business structures such as S-Corps, partnerships, and LLCs. Rhodes also offers IRS representation and general accounting and advisory services, helping her clients navigate complex financial situations and make informed decisions.
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William J. Lewis
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Located in Great Falls, Montana, William J. Lewis specializes in providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs, as well as small and medium-sized businesses. With over 15 years of experience, Lewis offers a range of services, including basic accounting, individual tax preparation, and financial planning, to support the financial health and stability of his clients. Specifically, his practice focuses on payroll processing and compliance, as well as retirement account tax reporting, helping businesses and entrepreneurs navigate complex tax regulations and ensure accurate financial reporting. Lewis's expertise in handling diverse accounting needs has earned him a reputation as a trusted advisor in the Great Falls community.
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Amy L. Yurish
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Amy L. Yurish provides financial guidance to individuals and family-owned enterprises in the region. With over 12 years of experience in taxation and accounting, she offers comprehensive services including bookkeeping, financial statement compilation, and retirement account tax reporting. Her areas of specialization include basic accounting services, individual tax services, and business tax services. Yurish's extensive experience serving family-owned enterprises and individuals and families has granted her a unique understanding of their financial needs and challenges.
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Brent S. Weber
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
Brent S. Weber, a certified public accountant based in Great Falls, Montana, brings over 25 years of experience in accounting and tax services. With a focus on small and medium-sized businesses, entrepreneurs, and startups, his services include bookkeeping and financial statement compilation, as well as general accounting and advisory services. In addition to providing basic accounting services, business tax services, and individual tax services, Brent is known for his expertise in financial planning and budgeting for growing companies.
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Lorie F. Hager
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Lorie F. Hager is a certified public accountant (CPA) based in Great Falls, Montana, with over 25 years of experience providing accounting services to small and medium-sized businesses, as well as individuals and families. She specializes in basic accounting services, small business accounting, and business tax services, utilizing her expertise to assist clients with financial planning, budgeting, and compliance. In addition to traditional accounting services, Hager offers sales tax compliance and bookkeeping and financial statement compilation services, helping clients manage their finances and meet regulatory requirements.
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Mark P. Sherman
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Mark P. Sherman is a certified public accountant based in Great Falls, Montana, with over 20 years of experience providing bookkeeping and financial statement compilation services to a variety of clients. As a seasoned tax expert, he specializes in basic accounting services, tax compliance, and business tax services for individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Mr. Sherman also provides expert IRS representation services to clients in need of tax resolution and audit assistance.
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Misti L. Bowles
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Misti L. Bowles is a certified public accountant (CPA) based in Great Falls, Montana. With over 10 years of experience in providing accounting services to small and medium-sized businesses, she specializes in tax compliance, basic accounting services, and small business accounting. Her expertise includes retirement account tax reporting and tax planning and consulting for a variety of business structures, such as S-Corps, partnerships, and LLCs.
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Kathleen M. Arata-Ward
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Kathleen M. Arata-Ward is a certified public accountant with over two decades of experience based in Great Falls, Montana. She specializes in providing essential accounting services to small and medium-sized businesses, including basic accounting, business tax services, and financial planning for various corporate structures such as S-Corps, partnerships, and LLCs. Arata-Ward's expertise in tax planning and consulting allows her to help clients navigate complex tax situations, and she also delivers expert retirement account tax reporting services to ensure seamless compliance.
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Daniel J. Konen
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Based in Great Falls, Montana, Daniel J. Konen is a certified public accountant with extensive experience in providing financial guidance to family-owned enterprises and individuals and families. With over 25 years of experience in tax compliance, business tax services, and basic accounting services, Mr. Konen offers specialized expertise in preparing individual and business tax returns as well as reporting taxes for retirement accounts. His practice focuses on delivering accurate and timely financial services to clients in Montana and surrounding areas.

Montana's CPA community serves a large, sparsely populated state with resource-based economy and growing tourism. The Montana Board of Public Accountants requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: Montana has graduated individual income tax up to 5.9% and a graduated corporate tax structure. Notably, Montana has no sales tax, simplifying one aspect of compliance. CPAs commonly handle federal tax planning (primary focus without sales tax), natural resource taxation including mineral rights and royalties, agricultural tax planning for ranches, and multi-state issues for businesses operating in neighboring states. Out-of-state property owners and part-year residents create residency planning opportunities.

Industry Specializations: Agriculture (cattle ranching, wheat), energy and mineral extraction (coal, oil, natural gas), timber and forest products, tourism and hospitality, real estate (particularly vacation properties), healthcare, and higher education are key practice areas. CPAs often specialize in ranch accounting and succession planning, natural resource taxation, or serving the unique needs of hospitality businesses in tourist areas like Glacier and Yellowstone regions.

For CPA Professionals: The Montana Society of CPAs serves a small professional community across a geographically vast state. Major markets include Billings, Missoula, Great Falls, and Bozeman (growing tech hub). The state offers exceptional outdoor recreation, quality of life, and increasingly attracts remote workers and retirees from high-tax states. Rural areas face CPA shortages, creating opportunities for practitioners comfortable with dispersed client base and technology-enabled service delivery. Growing wealth from out-of-state migration creates opportunities in tax planning and wealth management.