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Certified Public Accountants in Helena, Montana

Find experienced CPAs in Montana who understand the state's resource-based economy, agriculture, and growing tourism sector. Montana has no sales tax but specific tax considerations for businesses and individuals. Connect with qualified professionals who serve Billings, Missoula, and communities throughout Big Sky Country..

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Helena
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Helena
Showing 161 to 170 of 206 CPAs in Helena, Montana
RK
Russell K. Fillner
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Russell K. Fillner is a certified public accountant with extensive experience in providing tax and financial guidance to clients in Helena, Montana. With over 12 years of experience in the field, his expertise includes basic accounting services, individual tax services, and tax compliance. He specializes in helping family-owned enterprises and individuals navigate tax laws and regulations, including preparation of retirement account tax reports and individual and business tax returns. Fillner's services cater to the unique financial needs of his clients, offering personalized attention and expertise in a professional and approachable manner.
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SL
Shaunda L. Wilson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Shaunda L. Wilson, a certified public accountant, operates a practice in Helena, Montana, providing financial guidance to entrepreneurs and family-owned enterprises. With over 12 years of experience in accounting and tax preparation, she offers specialized services in basic accounting, tax compliance, and financial planning, catering to the unique needs of businesses in her local community. Ms. Wilson also facilitates retirement account tax reporting and individual and business tax return preparation, ensuring compliance with current tax regulations and codes. Her expertise in these areas allows her to provide tailored solutions to her clients, helping them navigate complex financial situations with confidence.
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BM
Brittany M. Hampton
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Brittany M. Hampton provides accounting services to family-owned enterprises and individuals, drawing from extensive experience. With over 15 years of experience in basic accounting services, individual tax services, and financial planning, she offers tax planning and consulting services, as well as retirement account tax reporting. Her areas of expertise include tax planning and consulting, retirement account tax reporting, and providing financial guidance to individuals and families.
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PJ
Paul J. O'Loughlin
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59620
Paul J. O'Loughlin is a certified public accountant based in Helena, Montana, with over a decade of experience providing financial guidance to entrepreneurs and family-owned enterprises. His expertise lies in basic accounting services, individual tax services, and tax compliance, ensuring businesses and individuals meet their financial obligations accurately and on time. O'Loughlin also specializes in sales tax compliance and payroll processing & compliance, providing critical support for businesses navigating complex regulatory requirements.
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MA
Marie A. Matthews
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Marie A. Matthews, a certified public accountant based in Helena, Montana, has over a decade of experience in providing tax compliance and accounting services to small businesses and entrepreneurs. Specializing in basic accounting services, tax compliance, and small business accounting, her expertise spans budgeting, financial reporting, and tax planning for family-owned enterprises. Serving clients in Montana and beyond, Matthews' services also include IRS representation and retirement account tax reporting, ensuring accurate and compliant tax filings.
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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.
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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.
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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.
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SM
Steven M. Johnson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Steven M. Johnson provides financial expertise to individuals and family-owned enterprises. With over 15 years of experience in the field, Johnson specializes in basic accounting services, business tax services, and tax compliance, helping clients navigate complex tax regulations and ensure accurate financial reporting. His expertise includes retirement account tax reporting and sales tax compliance, ensuring that clients are in compliance with local and state tax laws.
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BA
Bryson A. Pelc
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Bryson A. Pelc is a certified public accountant (CPA) based in Helena, Montana, with over 15 years of experience serving small and medium-sized businesses and family-owned enterprises. He provides general accounting and advisory services, as well as specialized support for business tax and individual tax matters, leveraging his expertise in basic accounting services and tax planning. Pelc is also adept at representing clients in IRS representation, helping them navigate tax disputes and resolve issues efficiently.
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Browse CPAs by City in Montana

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.