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Helena
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Helena
Showing 121 to 130 of 206 CPAs in Helena, Montana
LA
Linsay A. Carlson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Linsay A. Carlson is a certified public accountant based in Helena, Montana, with over 15 years of experience providing financial services to individuals and businesses. She specializes in providing basic accounting services, including individual tax preparation and tax compliance for various business structures such as S-Corps, partnerships, and LLCs. Carlson's expertise also extends to retirement account tax reporting and sales tax compliance, helping clients meet their financial obligations and navigate complex tax regulations.
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Jeffrey A. Clarke
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Helena-based CPA, Jeffrey A. Clarke, has over 20 years of experience in providing financial guidance to entrepreneurs and small business owners. With a focus on individual and business tax return preparation, as well as sales tax compliance, Mr. Clarke offers specialized services to support the unique needs of startups and established businesses alike. His expertise includes basic accounting services, financial planning, and individual tax services, enabling clients to efficiently manage their financial operations and make informed decisions.
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Amanda S. Neumann
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Amanda S. Neumann is a certified public accountant offering accounting services to small and medium-sized businesses, entrepreneurs, and startups in the region. With over 12 years of experience in the field, she specializes in basic accounting services, business tax services, and financial planning. Her expertise includes sales tax compliance and individual and business tax return preparation, making her a valuable resource for clients navigating complex tax laws.
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Marilyn M. Dusenberry
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Marilyn M. Dusenberry, a certified public accountant, serves clients in Helena, Montana, and surrounding areas. Her extensive experience in bookkeeping and financial statement compilation enables business owners to make informed decisions. With a focus on individual tax services, she provides accurate and timely retirement account tax reporting to clients, ensuring compliance and minimizing penalties. Her expertise spans basic accounting services, business tax services, and individual tax services, making her a trusted resource for individuals and families, as well as family-owned enterprises.
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Lena D. Tamcke
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Lena D. Tamcke, a Helena, Montana-based CPA, brings over 15 years of experience to her clients, with a focus on providing comprehensive financial guidance. Specializing in basic accounting services, including financial planning and business tax services, she serves a range of industries, such as small and medium-sized businesses and various business structures. Tamcke's services include sales tax compliance and individual and business tax return preparation, ensuring her clients meet their financial obligations and stay compliant with regulatory requirements.
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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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Rachel A. Robison
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Rachel A. Robison is a certified public accountant based in Helena, Montana. With over 10 years of experience in general accounting and advisory services, she provides expert guidance to individuals and small businesses on financial management and tax planning. Her specialization in basic accounting services, individual tax services, and small business accounting allows her to cater to a wide range of clients, from family-owned enterprises to various business structures, including S-Corps, partnerships, and LLCs. She is also skilled in bookkeeping and financial statement compilation, ensuring accurate and timely financial reporting for her clients.
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Kelsey M. Poore
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Kelsey M. Poore is a certified public accountant based in Helena, Montana with over 10 years of experience providing accounting and tax services to small and medium-sized businesses and individuals. Her areas of specialization include basic accounting services, financial planning, and individual tax services, allowing her to address a wide range of client needs. Focusing on tax planning and consulting, as well as retirement account tax reporting, Poore helps clients navigate complex tax laws and regulations, ensuring compliance and minimizing liabilities.
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Tedra R. Skaar
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Tedra R. Skaar operates a CPA practice in Helena, Montana, offering expert financial guidance to a diverse range of clients. With over two decades of experience in the industry, she specializes in providing comprehensive accounting services to individuals and small businesses, including general accounting and tax advisory. Her expertise spans multiple business structures, including S-Corps, partnerships, and LLCs, making her a trusted resource for financial compliance and regulatory matters. Notably, Skaar is experienced in payroll processing and compliance, ensuring seamless payment and tax management for her clients.
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Douglas L. Williams
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Located in Helena, Montana, Douglas L. Williams provides comprehensive accounting services to his clients. With over 20 years of experience, he specializes in basic accounting services, small business accounting, and business tax services, serving clients from small and medium-sized businesses to individuals and families. His expertise also extends to IRS representation, helping clients navigate complex tax issues and resolve disputes. Douglas L. Williams' accounting advisory services focus on providing general accounting guidance, ensuring his clients' financial records are accurate and up-to-date.

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.