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Great Falls
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Great Falls
Showing 11 to 20 of 125 CPAs in Great Falls, Montana
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Steven V. Sondergaard
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Based in Great Falls, Montana, Steven V. Sondergaard brings over 20 years of experience providing accounting services to a diverse range of clients. His expertise lies in basic accounting services, tax compliance, and business tax services, with a focus on helping small and medium-sized businesses navigate complex tax regulations. Additionally, he specializes in retirement account tax reporting and IRS representation, providing critical support during audits and tax disputes.
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Dana L. Sondergaard
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Dana L. Sondergaard is a certified public accountant based in Great Falls, Montana, with over 10 years of experience providing accounting services to individuals and businesses in the state. Her expertise includes individual and business tax return preparation, as well as sales tax compliance, helping clients navigate complex tax regulations and deadlines. Specializing in basic accounting services, business tax services, and financial planning, Sondergaard has developed a unique understanding of the needs of family-owned enterprises and individuals, providing personalized service tailored to each client's specific goals.
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David Deffinbaugh
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
David Deffinbaugh serves clients in Great Falls, Montana, offering expert guidance in general accounting and advisory services, including tax planning and consulting. A certified public accountant with years of experience, he specializes in basic accounting services, financial planning, and tax compliance for entrepreneurs and family-owned enterprises. He also focuses on helping startup businesses navigate financial complexities and ensure tax compliance, leveraging his in-depth knowledge of financial regulations to provide effective solutions.
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Anthony Dilello
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Anthony Dilello is a certified public accountant with over 15 years of experience serving clients in the family-owned enterprises and individuals and families sectors. With a focus on business tax services, financial planning, and basic accounting services, his specialization provides expertise in these areas. His services include sales tax compliance and tax planning and consulting, with a focus on helping clients navigate tax laws and regulations. Operating in Montana, he provides tailored guidance to family-owned enterprises and individuals, addressing their unique financial needs and goals.
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Jeremy R. Trebas
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Based in Great Falls, Montana, Jeremy R. Trebas is a seasoned public accountant providing comprehensive services to small and medium-sized businesses and individual clients. With extensive experience spanning over two decades, he specializes in general accounting and advisory, individual and business tax return preparation, and financial planning. His expertise includes serving various business structures, such as S-Corps, partnerships, and LLCs, and offering individual tax services to meet the diverse needs of his clients.
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Todd Timboe
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Todd Timboe is a certified public accountant with over 20 years of experience. He specializes in providing basic accounting services, financial planning, and business tax services to small and medium-sized businesses, as well as family-owned enterprises. His services include payroll processing and compliance, ensuring accurate and timely payments to employees, and sales tax compliance, helping clients navigate the often complex tax laws.
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Denise R. Rivera
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
Denise R. Rivera is a certified public accountant based in Great Falls, Montana. With over 10 years of experience in providing accounting and advisory services, she specializes in helping small and medium-sized businesses, as well as entrepreneurs and startups, navigate complex financial issues. Her expertise includes basic accounting services, financial planning, and business tax services, allowing her to offer comprehensive support to clients across various industries. Denise's tax planning and consulting services are particularly notable, as she stays up-to-date with the latest tax laws and regulations to ensure her clients receive accurate and timely guidance.
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Robert E. Nebel
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Established in Great Falls, Montana, Robert E. Nebel provides accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 17 years of experience, he offers individual and business tax return preparation, as well as tax planning and consulting services. His specialization in basic accounting services, business tax services, and tax compliance enables him to cater to the needs of family-owned enterprises and other businesses in the region.
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Roxann Tveter
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Roxann Tveter is a certified public accountant based in Great Falls, Montana, with over 15 years of experience in providing accounting and tax services. She specializes in basic accounting services, tax compliance, and individual tax services for small and medium-sized businesses, including various business structures such as S-Corps, partnerships, and LLCs. Her services encompass retirement account tax reporting, bookkeeping, and financial statement compilation, catering to diverse business needs.
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Myra L. Bakke
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
A certified public accountant with over 10 years of experience in accounting and taxation, Myra L. Bakke serves clients in Great Falls, Montana. Based in the northwestern United States, her expertise is centered on basic accounting services, with a focus on small business accounting and business tax services. With a background in various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups, Bakke provides tailored guidance on sales tax compliance and general accounting and advisory services. Her professional services cater to diverse business needs, leveraging her experience to help clients navigate accounting complexities and achieve financial goals.

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.