Filter Results
Great Falls
Filter Results
Great Falls
Showing 51 to 60 of 125 CPAs in Great Falls, Montana
BS
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.
LF
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.
MP
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.
ML
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.
KM
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.
MB
Mary B. Murphy
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Located in Great Falls, Montana, Mary B. Murphy is a certified public accountant with over 10 years of experience in tax and accounting services. Her specialization in individual tax services includes preparation of tax returns for family-owned enterprises and small businesses, including S-Corps, partnerships, and LLCs. Murphy also assists clients with retirement account tax reporting and provides basic accounting services to help businesses maintain tax compliance.
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.
AK
Arnold K. Schandelson
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Based in Great Falls, Montana, Arnold K. Schandelson has been providing accounting services for over 15 years. With a focus on family-owned enterprises and various business structures including S-Corps, partnerships, and LLCs, Mr. Schandelson offers specialized expertise in basic accounting services, financial planning, and tax compliance. His services include bookkeeping and financial statement compilation, as well as representation for clients before the Internal Revenue Service (IRS). As a certified public accountant (CPA), Mr. Schandelson brings his extensive experience to assist clients in navigating complex accounting and tax matters.
MA
M. A. Funderburk
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
M. A. Funderburk is a certified public accountant based in Great Falls, Montana, with over 10 years of experience in providing accounting services. She specializes in financial planning and small business accounting, assisting small and medium-sized businesses, entrepreneurs, and startups with their accounting needs. M. A. Funderburk prepares individual and business tax returns, ensuring compliance with state and federal tax regulations, including sales tax compliance.
JR
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.

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.