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Great Falls
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Great Falls
Showing 31 to 40 of 125 CPAs in Great Falls, Montana
CA
Cheryl A. Pleinis
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Cheryl A. Pleinis is a certified public accountant based in Great Falls, Montana, with over 15 years of experience. Her areas of specialization include basic accounting services, individual tax services, and tax compliance, serving individuals and families, as well as family-owned enterprises. Pleinis offers bookkeeping and financial statement compilation services, in addition to sales tax compliance advice and support.
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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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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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Grant W. Eve
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Grant W. Eve is a certified public accountant (CPA) based in Great Falls, Montana, offering financial guidance to family-owned enterprises and individuals. With over 15 years of experience in the field, he specializes in basic accounting services, financial planning, and individual tax services. His expertise includes payroll processing and compliance, ensuring businesses meet their tax obligations and maintain accurate records.
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Rebecca J. Stutzman
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
Based in Great Falls, Montana, Rebecca J. Stutzman is a certified public accountant with extensive experience in tax planning and financial management. With over 15 years of expertise in providing tax planning and consulting services, she assists individuals and families, as well as entrepreneurs and startups, with their accounting needs. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, and she offers bookkeeping and financial statement compilation services to support her clients' financial goals.
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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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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.
PA
Polly A. Kuglin
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Polly A. Kuglin is a licensed certified public accountant with over 12 years of experience serving clients in Great Falls, Montana. She specializes in basic accounting services, business tax services, and financial planning, providing expert guidance to individuals, families, and various business structures, including S-Corps, partnerships, and LLCs. Kuglin's services encompass general accounting and advisory, as well as sales tax compliance, helping clients navigate complex financial regulations and optimize their financial performance.
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Ryan D. Jordan
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Located in Great Falls, Montana, Ryan D. Jordan is a certified public accountant with experience serving small to medium-sized businesses, entrepreneurs, and startups. With over 10 years of experience in tax planning and consulting, as well as payroll processing and compliance, Jordan specializes in basic accounting services, business tax services, and individual tax services. He is knowledgeable in tax laws and regulations, ensuring clients are in compliance with tax requirements. Jordan's expertise in tax planning and consulting helps clients optimize their financial performance and make informed business decisions.
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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.

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.