Filter Results
Helena
Filter Results
Helena
Showing 111 to 120 of 206 CPAs in Helena, Montana
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Tiffany R. Hanson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Tiffany R. Hanson, a certified public accountant with 15 years of experience, provides accounting services to various business structures in Helena, Montana. Her practice focuses on individual and business tax return preparation, as well as payroll processing and compliance, helping clients maintain accurate financial records and meet regulatory requirements. With a specialization in basic accounting services, small business accounting, and tax compliance, Hanson offers tailored solutions to small and medium-sized businesses in need of financial guidance and support.
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Rachel M. Peterson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Rachel M. Peterson is a certified public accountant (CPA) with extensive experience in providing accounting and tax services to entrepreneurs and startups, as well as various business structures in Helena, Montana. With over 10 years of experience, her specialization includes basic accounting services, individual tax services, and financial planning. Her expertise covers a range of services, including bookkeeping and financial statement compilation, as well as tax planning and consulting. She has a strong understanding of tax laws and regulations and is well-versed in navigating the complexities of S-Corps, partnerships, and LLCs.
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Zia M. Clark
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Zia M. Clark, a certified public accountant, provides tax preparation and accounting services to businesses and individuals in Helena, Montana. With over 12 years of experience, Clark specializes in basic accounting services, individual tax services, and business tax services. Her services include individual and business tax return preparation and retirement account tax reporting for clients in various industries, such as small and medium-sized businesses and individuals and families.
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Nathan D. McCarthy
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Nathan D. McCarthy is a licensed Certified Public Accountant based in Helena, Montana, with over 15 years of experience in providing financial guidance to individuals and families, as well as small and medium-sized businesses. His expertise includes basic accounting services, such as financial statement preparation and review, as well as tax compliance and planning for businesses and individuals. McCarthy specializes in tax planning and consulting, offering tailored advice on maximizing deductions and minimizing liabilities for retirement accounts and other financial transactions.
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Cheryl H. Bozdog
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Cheryl H. Bozdog is a certified public accountant based in Helena, Montana, with over 15 years of experience in providing accounting services to small and medium-sized businesses and individuals. Her expertise includes bookkeeping and financial statement compilation, as well as individual and business tax return preparation, catering to a diverse range of clients in the local community. With a specialization in basic accounting services, business tax services, and individual tax services, Cheryl helps clients navigate complex financial matters and ensure compliance with tax laws and regulations.
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Virginia L. Pfankuch
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59604
Based in Helena, Montana, Virginia L. Pfankuch is a licensed Certified Public Accountant (CPA) with over 15 years of experience providing financial guidance to individuals and businesses. Her professional expertise encompasses tax compliance, business tax services, and basic accounting, catering to a diverse range of clients including individuals, families, and various business structures such as S-Corps and partnerships. Pfankuch's services include tax planning and consulting, as well as expert retirement account tax reporting, helping clients navigate complex tax laws and optimize their financial situations.
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Mary L. Dalton-Mckittrick
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Mary L. Dalton-Mckittrick is a certified public accountant serving clients in Helena, Montana. With over a decade of experience, she provides specialized accounting services to entrepreneurs and small and medium-sized businesses. Her expertise spans basic accounting, small business accounting, and business tax services, including sales tax compliance and payroll processing and compliance. Since 2010, her practice has focused on supporting the unique financial needs of startups and small businesses in Montana. Her knowledge of tax laws, combined with her business acumen, makes her a valuable resource for her clients.
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Candee B. Krantz
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Hailing from Helena, Montana, Candee B. Krantz boasts over 10 years of experience in the field of public accounting. Her areas of specialization include basic accounting services, business tax services, and tax compliance, allowing her to cater to a diverse range of clients. With expertise in serving small and medium-sized businesses, as well as various business structures such as S-Corps, partnerships, and LLCs, Krantz is well-equipped to address the unique needs of each client.
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John G. Ratliff
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
John G. Ratliff is a certified public accountant based in Helena, Montana, with over 20 years of experience providing accounting services to businesses in the region. His practice focuses on serving various business structures, including S-corps, partnerships, and LLCs, as well as family-owned enterprises. Ratliff offers specialized services in sales tax compliance and retirement account tax reporting, assisting clients in meeting their tax obligations and maximizing their financial benefits.
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Patricia H. Grosfield
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Patricia H. Grosfield, a certified public accountant based in Helena, Montana, has spent over 15 years providing comprehensive accounting services to small and medium-sized businesses, as well as family-owned enterprises. With a focus on general accounting and advisory services, she helps clients navigate complex financial issues, ensuring compliance with sales tax regulations and providing expertise in basic accounting services. Her experience serving small businesses and family-owned enterprises allows her to offer tailored financial planning solutions that meet the unique needs of each client.

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.