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Certified Public Accountants in Helena, Montana

Find experienced CPAs in Montana who understand the state's resource-based economy, agriculture, and growing tourism sector. Montana has no sales tax but specific tax considerations for businesses and individuals. Connect with qualified professionals who serve Billings, Missoula, and communities throughout Big Sky Country..

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Helena
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Helena
Showing 1 to 10 of 206 CPAs in Helena, Montana
JF
Joseph F. Shevlin
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Joseph F. Shevlin provides accounting services to individuals and small to medium-sized businesses. With over 25 years of experience, his expertise in accounting and advisory services includes individual and business tax return preparation, as well as general accounting and financial guidance. Specializing in basic accounting services, small business accounting, and tax compliance, Shevlin helps clients navigate complex financial situations and ensures compliance with relevant tax laws.
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BA
Bradley A. Willcockson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Bradley A. Willcockson is a certified public accountant based in Helena, Montana. With over 15 years of experience, he specializes in providing comprehensive accounting and tax services to individuals and family-owned enterprises. His expertise includes individual and business tax return preparation, as well as sales tax compliance, ensuring clients meet their tax obligations accurately and efficiently. Bradley serves a diverse range of clients, including individuals, families, and small businesses, offering tailored solutions to their specific accounting needs.
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JL
Justin L. Mosness
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Justin L. Mosness is a certified public accountant with over 15 years of experience in providing expert accounting and tax advisory services. He specializes in general accounting and advisory, with a focus on the unique financial needs of small businesses and individuals. His expertise extends to retirement account tax reporting, ensuring that clients' financial plans are optimized and compliant with tax regulations. Mosness' services cater to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs, providing tailored solutions for each client's distinct situation.
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DL
Dustin L. Wood
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Dustin L. Wood, a certified public accountant, is based in Helena, Montana, and has been serving various business structures, including S-Corps, partnerships, and LLCs, for over a decade. His expertise includes basic accounting services, small business accounting, and tax compliance, making him a valuable resource for family-owned enterprises and small business owners. Wood also provides specialized services such as retirement account tax reporting and payroll processing and compliance, helping clients navigate complex tax requirements.
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DM
Dawn M. Brewer
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Hailing from Helena, Montana, Dawn M. Brewer brings over 20 years of experience in accounting to her clients. As a certified public accountant, she specializes in individual and small businesses, offering personalized services in basic accounting and individual tax preparation. Her expertise in payroll processing and compliance makes her a valuable resource for entrepreneurs and startups in the Helena area, as well as individuals and families seeking tax guidance.
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PR
Paula R. Jacques
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Paula R. Jacques provides expert accounting and financial services to clients across the city and beyond. With over 15 years of experience in accounting, she specializes in basic accounting services, small business accounting, and individual tax services, catering to the needs of small and medium-sized businesses and family-owned enterprises. Her services include bookkeeping and financial statement compilation, as well as general accounting and advisory services, allowing her to provide comprehensive support to her clients.
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JM
Jill M. Burger
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Jill M. Burger provides a range of accounting services to small and medium-sized businesses, including those with various business structures such as S-Corps, Partnerships, and LLCs. With extensive experience in basic accounting services, small business accounting, and tax compliance, Burger specializes in helping businesses maintain accurate financial records and meet regulatory requirements. Her services include bookkeeping, financial statement compilation, and sales tax compliance, making her a valuable resource for business owners seeking reliable accounting support.
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JM
Jacquelyn M. Frank
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Jacquelyn M. Frank is a certified public accountant with over a decade of experience in providing financial services. Her areas of specialization include basic accounting services, small business accounting, and individual tax services, catering to the needs of entrepreneurs and small to medium-sized businesses. Frank's services also extend to individual and business tax return preparation, as well as IRS representation, ensuring clients receive accurate and timely financial support.
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MW
Michael W. Danzer
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Located in Helena, Montana, Michael W. Danzer has nearly two decades of experience providing General Accounting and Advisory services to Individuals and Families, as well as Family-Owned Enterprises. His expertise in Basic Accounting Services, Financial Planning, and Tax Compliance enables him to effectively manage financial records and provide strategic guidance to clients. As a seasoned accountant, Danzer's services include Bookkeeping and Financial Statement Compilation, helping clients navigate complex financial situations and make informed decisions.
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BA
Bradley A. Cook
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Bradley A. Cook, a certified public accountant, offers tax planning and consulting services to entrepreneurs and family-owned enterprises in Helena, Montana. With over 15 years of experience providing basic accounting services, individual tax services, and business tax services, Cook has developed expertise in navigating complex tax laws and regulations. His specialization in serving entrepreneurs and startups allows him to provide tailored support to small business owners, helping them make informed financial decisions. Additionally, Cook's experience with IRS representation gives him the knowledge to effectively address tax-related issues and disputes.
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Browse CPAs by City in Montana

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.