Filter Results
Helena
Filter Results
Helena
Showing 131 to 140 of 206 CPAs in Helena, Montana
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Luke N. Downing
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59604
Based in Helena, Montana, Luke N. Downing is a seasoned certified public accountant with extensive experience serving family-owned enterprises and small to medium-sized businesses. With over a decade of experience, Downing specializes in providing basic accounting services, small business accounting, and business tax services to meet the unique needs of his clients. His expertise includes bookkeeping and financial statement compilation, as well as individual and business tax return preparation.
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Karen E. Simpson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Karen E. Simpson, a certified public accountant, has been serving individuals and families in Helena, Montana, since 2005. Her areas of specialization include basic accounting services, tax compliance, and individual tax services, catering to the needs of family-owned enterprises and individuals. Among her services is tax planning and consulting, helping clients navigate complex tax laws and regulations, as well as sales tax compliance, ensuring accurate and timely submissions. With over 18 years of experience in accounting and tax services, Karen E. Simpson provides expert guidance and support to clients in the Helena area.
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Anita D. Teichrow
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Anita D. Teichrow is a certified public accountant with over 15 years of experience serving small and medium-sized businesses. Her expertise spans various business structures, including S-Corps, partnerships, and LLCs, providing general accounting and advisory services to clients. She specializes in basic accounting services, small business accounting, and business tax services, with a focus on ensuring compliance with relevant regulations. Payroll processing and compliance is another key area of her expertise, helping businesses manage their employee compensation and tax obligations effectively.
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Terry L. Atwood
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Terry L. Atwood is a certified public accountant with over 20 years of experience providing tax and accounting services to clients in Helena, Montana. She specializes in basic accounting services, small business accounting, and financial planning for various business structures, including S-Corps, partnerships, and LLCs. Atwood also offers individual and business tax return preparation, as well as retirement account tax reporting, helping small and medium-sized businesses navigate complex tax regulations.
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Jack E. Judd
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59604
Based in Helena, Montana, Jack E. Judd is a certified public accountant with 15 years of experience providing financial guidance to individuals and families, as well as entrepreneurs and startups. His professional services include sales tax compliance, tax planning, and consulting, catering to the unique needs of small businesses and individuals. Specializing in basic accounting services, tax compliance, and business tax services, Judd helps clients navigate complex tax laws and regulations.
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Anthony W. Murnion
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Anthony W. Murnion is a certified public accountant with over a decade of experience in Helena, Montana. His practice focuses on providing individual and business tax return preparation, as well as general accounting and advisory services. Murnion specializes in basic accounting services, ensuring clients' financial records are accurate and up-to-date, and provides expert guidance on tax compliance and business tax services. His expertise extends to various business structures, including S-Corps, partnerships, and LLCs, and he has experience serving small and medium-sized businesses in the Helena area.
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Barbara J. Quinn
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Barbara J. Quinn is a certified public accountant with over 15 years of experience providing accounting services. Her practice focuses on bookkeeping, financial statement compilation, and tax return preparation for individuals and businesses. Specializing in basic accounting services, financial planning, and small business accounting, she serves a diverse range of clients, including various business structures and entrepreneurs.
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Lydia A. Larson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Lydia A. Larson provides accounting services to a diverse range of clients. With over a decade of experience, Lydia specializes in basic accounting services, individual tax services, and tax compliance, serving various business structures and entrepreneurs. She offers tax planning and consulting, as well as individual and business tax return preparation services, allowing clients to navigate tax requirements and regulations.
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Daniel Gruber
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Daniel Gruber is a certified public accountant based in Helena, Montana, with over 15 years of experience providing accounting solutions to individuals and businesses. He specializes in basic accounting services, individual tax services, and business tax services, including tax return preparation and payroll processing. Gruber's industry expertise includes serving a wide range of clients, from families and individuals to various business structures such as S-Corps, partnerships, and LLCs, ensuring compliance with relevant laws and regulations.
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Jennifer E. Roberts
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Jennifer E. Roberts, a certified public accountant based in Helena, Montana, has over a decade of experience in providing expert accounting services. She specializes in basic accounting services, business tax preparation, and financial planning for family-owned enterprises and individuals. Roberts also offers sales tax compliance and bookkeeping services, ensuring accurate financial statements for clients.

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.