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Helena
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Helena
Showing 91 to 100 of 206 CPAs in Helena, Montana
DJ
Donnie J. Whitaker
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Donnie J. Whitaker provides comprehensive accounting services to individuals and families, as well as a range of business structures including S-Corps, partnerships, and LLCs. With over 15 years of experience, Mr. Whitaker specializes in basic accounting services, tax compliance, and business tax services, helping clients navigate complex financial regulations and ensure accurate financial reporting. His expertise includes IRS representation, bookkeeping, and financial statement compilation, making him a valuable resource for clients seeking expert guidance on tax and financial matters. Mr. Whitaker has served a diverse client base and remains committed to delivering professional, personalized service and support to meet the unique needs of each client.
CA
Cynthia A. Dillon
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Cynthia A. Dillon offers a range of accounting services to her clients, providing expert guidance on tax matters and financial planning. With over 20 years of experience, she specializes in serving entrepreneurs and startups, as well as small and medium-sized businesses, helping them navigate the complexities of basic accounting and small business accounting. Dillon's services include individual and business tax return preparation, as well as IRS representation, ensuring her clients' financial needs are met with accuracy and efficiency.
MJ
Maureen J. Rude
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Maureen J. Rude has provided accounting services to various business clients since 2003. Her practice specializes in individual and business tax return preparation, as well as general accounting and advisory services for small and medium-sized businesses. Rude's expertise extends to tax compliance, basic accounting services, and individual tax services, covering a range of business structures including S-Corps, partnerships, and limited liability companies.
WF
William F. Honzel
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, William F. Honzel has over 20 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. With a focus on tax planning and consulting, he assists entrepreneurs and startups in navigating complex financial regulations and optimizing their tax strategies. As a certified public accountant, Honzel offers a range of services, including general accounting and advisory, tax compliance, and individual tax services, drawing on his expertise in basic accounting services and tax services.
JB
John B. Fine
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, John B. Fine provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over 15 years of experience in public accounting, he specializes in basic accounting services, business tax services, and individual tax services. His experience also includes IRS representation, helping clients navigate complex tax issues and resolving controversies with the Internal Revenue Service.
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Vickie Rauser
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Vickie Rauser has over 15 years of experience providing expert accounting and advisory services to various business structures and individual clients. Her specialization in basic accounting services, financial planning, and small business accounting enables her to offer tailored guidance on financial management and planning. Additionally, Rauser provides IRS representation to help clients navigate complex tax issues, ensuring compliance and resolving potential disputes. With extensive experience serving S-Corps, partnerships, LLCs, and individual clients, Rauser has a deep understanding of the unique accounting needs of each business structure and industry.
CW
C. W. Smith
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
C. W. Smith operates a Helena, Montana-based accounting practice, providing comprehensive financial services to various business structures and family-owned enterprises. With over 15 years of experience in the field, they specialize in basic accounting services, individual tax services, and small business accounting, including preparation of financial statements and tax returns. Their practice offers IRS representation, bookkeeping, and financial statement compilation services, catering to diverse business needs and compliance requirements.
MD
Matthew D. Wagner
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Matthew D. Wagner is a certified public accountant based in Helena, Montana, with over 15 years of experience providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. His practice focuses on general accounting and advisory services, as well as sales tax compliance, and he has specialized expertise in basic accounting services, financial planning, and individual tax services. With a strong understanding of the unique needs of entrepreneurs and startups, Wagner offers customized accounting solutions to support business growth and financial stability.
RA
Russell A. Davis
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Russell A. Davis is a certified public accountant based in Helena, Montana, with over 10 years of experience providing accounting services to businesses and individuals. His expertise includes specialized tax reporting for retirement accounts, ensuring accurate and compliant submissions to the relevant authorities. As a seasoned professional focused on individual and small business accounting, Davis serves clients in the family-owned enterprise and entrepreneurial sectors. With a strong background in basic accounting services and sales tax compliance, Davis helps clients navigate complex tax regulations and maintain financial stability.
LA
Lorissa A. Bell
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Lorissa A. Bell is a certified public accountant based in Helena, Montana, with over 12 years of experience in providing accounting and tax services. She specializes in offering personalized accounting services to individuals and families, entrepreneurs, and small businesses, including basic accounting, tax planning, and sales tax compliance. Her expertise also extends to tax consulting and planning, helping clients navigate complex tax laws and regulations to minimize their tax liabilities.

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.