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Helena
Filter Results
Helena
Showing 101 to 110 of 206 CPAs in Helena, Montana
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Patricia J. Nelson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Patricia J. Nelson is a certified public accountant (CPA) based in Helena, Montana, with over 15 years of experience serving various business structures. Her areas of specialization include basic accounting services, financial planning, and tax compliance, making her a valuable resource for entrepreneurs and startup businesses. Nelson's expertise extends to retirement account tax reporting and payroll processing and compliance, ensuring her clients stay up-to-date with tax regulations and avoid potential penalties.
HA
Hugh A. Mcwhorter
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Hugh A. Mcwhorter is a certified public accountant with over 20 years of experience in providing accounting services to various business structures, including S-Corps, Partnerships, and LLCs. His expertise encompasses bookkeeping and financial statement compilation, as well as general accounting and advisory services. With specializations in basic accounting services, tax compliance, and small business accounting, Hugh A. Mcwhorter serves clients across different industries, including family-owned enterprises, offering tailored solutions to meet their unique needs.
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.
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Gayle L. Moon
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Gayle L. Moon, a certified public accountant, is based in Helena, Montana, where she has been serving clients for over 20 years. Her experience spans a range of industries, including small and medium-sized businesses, as well as family-owned enterprises, providing expertise in areas such as basic accounting services, individual tax services, and business tax services. Moon's services include retirement account tax reporting and payroll processing compliance, helping clients navigate complex financial regulations.
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Carleen B. Layne
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Carleen B. Layne is a certified public accountant based in Helena, Montana, with over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. Her specialization includes basic accounting services, financial planning, and small business accounting, catering to entrepreneurs and startups in Helena and surrounding areas. Layne also offers specialized tax reporting and consulting services for retirement accounts, helping her clients optimize their tax strategies and make informed financial decisions.
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Mark Blessinger
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Mark Blessinger provides a range of accounting and tax services to various business structures and individuals. With over a decade of experience, Mark specializes in basic accounting services, financial planning, and business tax services, helping clients navigate complex tax laws. He offers additional expertise in payroll processing and compliance, as well as IRS representation for those facing tax issues.
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Julie A. Curd
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
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Kevin R. Kelley
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Located in Helena, Montana, Kevin R. Kelley is a certified public accountant with over a decade of experience providing financial guidance to entrepreneurs and startups. He specializes in basic accounting services, financial planning, and small business accounting, helping family-owned enterprises navigate complex financial regulations. Kelley's expertise also extends to payroll processing and compliance, as well as tax planning and consulting, ensuring his clients are in compliance with the latest tax laws and regulations.
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Jennifer J. Thompson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Jennifer J. Thompson is a certified public accountant with over 20 years of experience providing accounting and tax expertise to small and medium-sized businesses. Her specialization lies in basic accounting services, small business accounting, and tax compliance, which enables her to effectively navigate complex business structures, including S-Corps, partnerships, and LLCs. With a strong emphasis on individual and business tax return preparation and IRS representation, Thompson helps clients maintain financial stability and address any tax-related issues.
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Audra B. Zacherl
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Audra B. Zacherl, a Helena, Montana-based CPA, brings extensive experience in accounting services to her clients. With over 10 years of experience, her expertise encompasses tax planning and consulting, as well as bookkeeping and financial statement compilation. Her areas of specialization include basic accounting services, business tax services, and financial planning for individuals and families, and small to medium-sized businesses. She maintains current certifications and stays updated on tax laws and regulations.

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.