Filter Results
Helena
Filter Results
Helena
Showing 171 to 180 of 206 CPAs in Helena, Montana
DJ
Donnie J. Whitaker
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Donnie J. Whitaker provides comprehensive accounting services to individuals and families, as well as a range of business structures including S-Corps, partnerships, and LLCs. With over 15 years of experience, Mr. Whitaker specializes in basic accounting services, tax compliance, and business tax services, helping clients navigate complex financial regulations and ensure accurate financial reporting. His expertise includes IRS representation, bookkeeping, and financial statement compilation, making him a valuable resource for clients seeking expert guidance on tax and financial matters. Mr. Whitaker has served a diverse client base and remains committed to delivering professional, personalized service and support to meet the unique needs of each client.
V
Vickie Rauser
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Vickie Rauser has over 15 years of experience providing expert accounting and advisory services to various business structures and individual clients. Her specialization in basic accounting services, financial planning, and small business accounting enables her to offer tailored guidance on financial management and planning. Additionally, Rauser provides IRS representation to help clients navigate complex tax issues, ensuring compliance and resolving potential disputes. With extensive experience serving S-Corps, partnerships, LLCs, and individual clients, Rauser has a deep understanding of the unique accounting needs of each business structure and industry.
JB
John B. Fine
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, John B. Fine provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over 15 years of experience in public accounting, he specializes in basic accounting services, business tax services, and individual tax services. His experience also includes IRS representation, helping clients navigate complex tax issues and resolving controversies with the Internal Revenue Service.
WF
William F. Honzel
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, William F. Honzel has over 20 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. With a focus on tax planning and consulting, he assists entrepreneurs and startups in navigating complex financial regulations and optimizing their tax strategies. As a certified public accountant, Honzel offers a range of services, including general accounting and advisory, tax compliance, and individual tax services, drawing on his expertise in basic accounting services and tax services.
MJ
Maureen J. Rude
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Maureen J. Rude has provided accounting services to various business clients since 2003. Her practice specializes in individual and business tax return preparation, as well as general accounting and advisory services for small and medium-sized businesses. Rude's expertise extends to tax compliance, basic accounting services, and individual tax services, covering a range of business structures including S-Corps, partnerships, and limited liability companies.
CA
Cynthia A. Dillon
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Cynthia A. Dillon offers a range of accounting services to her clients, providing expert guidance on tax matters and financial planning. With over 20 years of experience, she specializes in serving entrepreneurs and startups, as well as small and medium-sized businesses, helping them navigate the complexities of basic accounting and small business accounting. Dillon's services include individual and business tax return preparation, as well as IRS representation, ensuring her clients' financial needs are met with accuracy and efficiency.
K
Kimberly Smith
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Kimberly Smith provides accounting services to individuals and families in the region. With over 15 years of experience in basic accounting services, business tax services, and individual tax services, she has developed a strong understanding of the tax planning and consulting needs of her clients. She specializes in helping family-owned enterprises with their tax planning and reporting requirements, including retirement account tax reporting, and provides expert advice on tax compliance and planning strategies.
DW
Donald W. Laine
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Donald W. Laine, a certified public accountant based in Helena, Montana, offers specialized tax and financial services to individuals and families, as well as family-owned enterprises. With over 20 years of experience in basic accounting services, tax compliance, and individual tax services, Laine provides expert guidance on complex tax matters, including sales tax compliance and tax planning. Laine's areas of specialization include financial planning, tax preparation, and tax consulting, helping clients navigate the intricacies of tax law and ensure compliance with regulatory requirements.
D
Dena Gormely
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59604
Dena Gormely is a certified public accountant with over 15 years of experience in Helena, Montana. She provides general accounting and advisory services to a variety of clients, including entrepreneurs and startups, as well as small and medium-sized businesses. Gormely specializes in providing basic accounting services, small business accounting, and individual tax services. One of her unique services is preparing complex individual and business tax returns for clients in the Helena area.
PM
Penny M. Horner
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Penny M. Horner is a certified public accountant based in Helena, Montana, with over 15 years of experience in providing financial guidance to entrepreneurs and small businesses. Her practice focuses on tax return preparation and consulting, as well as basic accounting services and financial planning for individuals and businesses. Horner serves clients in various industries, including start-ups and small to medium-sized businesses, offering tailored solutions for their financial needs and goals.

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.