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Great Falls
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Great Falls
Showing 71 to 80 of 125 CPAs in Great Falls, Montana
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Nicholas L. Bourdeau
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59406
Nicholas L. Bourdeau, a certified public accountant based in Great Falls, Montana, has over 15 years of experience providing financial guidance to individuals and businesses. His expertise includes tax planning and consulting, bookkeeping and financial statement compilation, and basic accounting services tailored to meet the unique needs of small businesses and family-owned enterprises. Bourdeau serves a diverse range of clients, from S-corporations and partnerships to limited liability companies and family-owned concerns, helping them navigate complex tax laws and regulatory requirements.
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Gerard K. Schmitz
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Located in Great Falls, Montana, Gerard K. Schmitz has over 25 years of experience in accounting and taxation. The firm specializes in providing basic accounting services, individual tax services, and tax compliance to small and medium-sized businesses and family-owned enterprises. Schmitz's experience includes bookkeeping and financial statement compilation for businesses, as well as individual and business tax return preparation. His services help clients meet their tax obligations and ensure accurate financial record-keeping.
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C. J. Helseth
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
C. J. Helseth is a certified public accountant (CPA) with an office in Great Falls, Montana. With over a decade of experience, Helseth provides basic accounting services, including financial planning and tax compliance, to small and medium-sized businesses, entrepreneurs, and startups in the region. The practice's focus areas include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, allowing clients to access a comprehensive array of services under one roof.
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Brian H. Loucks
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Based in Great Falls, Montana, Brian H. Loucks provides accounting and advisory services to entrepreneurs and small to medium-sized businesses, as well as individual clients. With over 15 years of experience, he specializes in basic accounting services, financial planning, and business tax services, offering expert guidance on financial matters. Loucks also has extensive knowledge in tax reporting for retirement accounts, helping clients navigate complex tax laws and regulations.
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George L. Campanella
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
George L. Campanella, a certified public accountant based in Great Falls, Montana, brings over 20 years of experience in providing comprehensive financial guidance to his clients. His areas of specialization include basic accounting services, individual tax services, and business tax services, catering to the needs of entrepreneurs and startups, as well as individuals and families. Notably, he also provides expert IRS representation, helping clients navigate complex tax issues and resolve disputes with the Internal Revenue Service.
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Michael G. Edwards
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59403
Michael G. Edwards is a certified public accountant practicing in Great Falls, Montana. With over 15 years of experience, he specializes in providing general accounting and advisory services, as well as payroll processing and compliance, to clients in various industries. His expertise in basic accounting services, tax compliance, and business tax services makes him a valuable resource for entrepreneurs and startups, as well as individuals and families. Edwards's experience in accounting and tax law allows him to provide informed guidance to his clients, helping them navigate complex financial situations.
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Lora L. Helman
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Located in Great Falls, Montana, Lora L. Helman provides a range of accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 10 years of experience in providing basic accounting services and small business accounting, Lora offers specialized expertise in financial planning and tax compliance. Her services include retirement account tax reporting, payroll processing, and ensuring adherence to relevant employment laws for businesses. Lora's expertise spans various industries, including small and medium-sized businesses, and she works closely with clients to understand their unique financial needs.
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Robert A. Thennis
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Robert A. Thennis has over 15 years of experience serving entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. His services encompass basic accounting, small business accounting, and tax compliance, including retirement account tax reporting and payroll processing and compliance. With a focus on tax compliance and payroll processing, Thennis helps clients navigate complex regulations and ensures accurate financial reporting.
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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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Lindsey M. Nichols
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
Lindsey M. Nichols is a certified public accountant residing in Great Falls, Montana. With over 10 years of experience in the field, Nichols specializes in providing basic accounting services, financial planning, and small business accounting to family-owned enterprises and small to medium-sized businesses. Her professional expertise also extends to payroll processing and compliance, as well as IRS representation for clients facing tax-related issues. In addition to these services, Nichols' unique approach to financial planning has helped numerous clients navigate complex tax laws and regulations, ensuring their financial stability and growth.

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.