Filter Results
Hamilton
Filter Results
Hamilton
Showing 1 to 10 of 18 CPAs in Hamilton, Montana
NL
Nancy L. Russell
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Nancy L. Russell, a certified public accountant, has been providing financial guidance to individuals and businesses in Hamilton, Montana, since 2002. Her professional experience encompasses a range of services, including general accounting and advisory, as well as individual and business tax return preparation. Russell specializes in basic accounting services, individual tax services, and financial planning, catering to the needs of various business structures, such as S-Corps, partnerships, and LLCs, as well as individuals and families.
DJ
Douglas J. Davis
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Douglas J. Davis is a certified public accountant based in Hamilton, Montana, with over 25 years of experience in providing accounting services. His professional expertise includes individual and business tax return preparation, payroll processing, and compliance, catering to various business structures and family-owned enterprises. Davis specializes in providing basic accounting services, individual tax services, and small business accounting solutions. He maintains current knowledge of tax laws and regulations to ensure accurate and compliant accounting services for his clients.
DL
Dana L. Tompkins
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Dana L. Tompkins is a certified public accountant based in Hamilton, Montana. With over 15 years of experience in accounting and tax services, she specializes in providing financial guidance to small and medium-sized businesses, including various business structures such as S-Corps, partnerships, and LLCs. Tompkins' services encompass bookkeeping, financial statement compilation, and IRS representation, as well as basic accounting services and business tax services to ensure tax compliance.
GJ
George J. Karpati
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
George J. Karpati, a certified public accountant based in Hamilton, Montana, provides accounting and tax services to a diverse client base. With over 15 years of experience, Karpati specializes in basic accounting services, individual tax services, and tax compliance for various business structures, including S-Corps, partnerships, and LLCs. His expertise extends to payroll processing and compliance, as well as IRS representation, ensuring clients navigate complex tax issues with confidence. In addition to his technical expertise, Karpati serves individuals and families, offering tailored financial guidance and support.
JR
J. R. Alford
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
J. R. Alford is a seasoned accountant based in Hamilton, Montana, with over 20 years of experience providing expert financial guidance to clients. His specialization in basic accounting services, small business accounting, and business tax services has allowed him to effectively support family-owned enterprises, entrepreneurs, and startups in navigating complex financial issues. Through his tax planning and consulting services, including retirement account tax reporting, Alford helps clients optimize their financial strategies and minimize tax liabilities.
AD
Andrea D. Simmerman
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Based in Hamilton, Montana, Andrea D. Simmerman is a seasoned accounting professional with extensive experience serving various business structures and family-owned enterprises. With over a decade of experience in basic accounting services, tax compliance, and individual tax services, she specializes in providing expert guidance on financial planning and tax strategy. Her expertise includes bookkeeping and financial statement compilation, as well as general accounting and advisory services, making her a trusted resource for business owners and individuals seeking reliable accounting support.
GW
George W. Bingham
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
George W. Bingham, a certified public accountant, is based in Hamilton, Montana. With over 15 years of experience in accounting and tax services, he specializes in providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. His services include tax planning and consulting, payroll processing and compliance, and basic accounting services, focusing on tax compliance and financial planning for his clients.
SM
Susan M. Senn
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Susan M. Senn is a certified public accountant based in Hamilton, Montana, with over 15 years of experience in providing financial expertise to family-owned enterprises and entrepreneurs. Her professional focus includes basic accounting services, individual tax services, and tax compliance, with a strong emphasis on ensuring accurate and timely financial statements. Ms. Senn's services extend to sales tax compliance, bookkeeping, and financial statement compilation, catering to the unique financial needs of her clients, including those in the startup phase of their businesses.
KD
Kimberly D. Buckman
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Kimberly D. Buckman is a certified public accountant based in Hamilton, Montana, with over 10 years of experience providing accounting services. She specializes in basic accounting services, business tax services, and financial planning for small and medium-sized businesses and family-owned enterprises. Buckman's expertise includes retirement account tax reporting and sales tax compliance, helping clients navigate complex tax regulations.
LB
Larry B. Mason
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Larry B. Mason is a certified public accountant (CPA) with over 15 years of experience serving small and medium-sized businesses in Hamilton, Montana. His expertise lies in providing basic accounting services, financial planning, and small business accounting, catering to various business structures including S-Corps, partnerships, and LLCs. Mason's services also encompass sales tax compliance, bookkeeping, and financial statement compilation, ensuring clients maintain accurate financial records.

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.