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Hardin
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Hardin
Showing 1 to 3 of 3 CPAs in Hardin, Montana
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Susan Mateel
Certified Public Accountant
Verified Licensed
Location Hardin, Montana 59034
Susan Mateel, a certified public accountant, has been serving clients in Hardin, Montana, for over 10 years. With a specialization in basic accounting services, tax compliance, and individual tax services, she provides expert guidance on financial planning and management to small and medium-sized businesses. Her areas of expertise include tax planning and consulting, as well as sales tax compliance, serving various business structures such as S-corporations, partnerships, and LLCs. Her extensive experience and professional expertise make her a valuable resource for businesses and individuals seeking reliable and accurate accounting services.
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Margaret A. Lehman
Certified Public Accountant
Verified Licensed
Location Hardin, Montana 59034
Margaret A. Lehman is a certified public accountant based in Hardin, Montana, with over a decade of experience providing expert accounting services. She specializes in tax compliance, financial planning, and basic accounting services, with a focus on serving small and medium-sized businesses, as well as family-owned enterprises in the region. Her expertise also includes IRS representation and sales tax compliance, ensuring clients navigate complex financial regulations with confidence.
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Colleen M. Schaak
Certified Public Accountant
Verified Licensed
Location Hardin, Montana 59034
Based in Hardin, Montana, Colleen M. Schaak is a certified public accountant with extensive expertise in accounting and tax services. She has over 20 years of experience serving entrepreneurs and startups, various business structures, including S-Corps, partnerships, and LLCs, with a focus on basic accounting services, financial planning, and individual tax services. Colleen provides specialized assistance with payroll processing and compliance, as well as retirement account tax reporting, helping clients navigate complex tax regulations and ensure accurate financial reporting.

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.