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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 11 to 20 of 206 CPAs in Helena, Montana
JF
Joseph F. Shevlin
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Joseph F. Shevlin provides accounting services to individuals and small to medium-sized businesses. With over 25 years of experience, his expertise in accounting and advisory services includes individual and business tax return preparation, as well as general accounting and financial guidance. Specializing in basic accounting services, small business accounting, and tax compliance, Shevlin helps clients navigate complex financial situations and ensures compliance with relevant tax laws.
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KL
Katie L. Majerus
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Katie L. Majerus, a CPA based in Helena, Montana, has over a decade of experience providing accounting services to small and medium-sized businesses, entrepreneurs, and startups. Her expertise lies in basic accounting services, small business accounting, and financial planning, allowing her to effectively address the unique needs of each client. With a focus on sales tax compliance and individual & business tax return preparation, Majerus helps clients navigate complex financial regulations and ensure accurate tax representation.
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DK
David K. Johnson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
David K. Johnson is a certified public accountant based in Helena, Montana, boasting 15 years of experience in the field. Specializing in small business accounting and individual tax services, he has developed expertise in meeting the unique financial needs of entrepreneurs and startups. His services include sales tax compliance and retirement account tax reporting, providing comprehensive support to clients in managing their financial obligations.
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IM
Ingrid M. Mallo
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Ingrid M. Mallo brings over 20 years of accounting expertise to her practice, specializing in the needs of family-owned enterprises and entrepreneurs. Her services encompass basic accounting, financial planning, and tax compliance, as well as IRS representation for individuals and businesses facing audit or collection issues. With a comprehensive understanding of tax law and regulations, Mallo advises clients on matters of financial planning, budgeting, and general accounting, helping them navigate complex tax situations and achieve financial stability.
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NA
Nicholas A. Shull
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Nicholas A. Shull is a certified public accountant based in Helena, Montana, with over 15 years of experience in accounting and financial services. His professional focus encompasses various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Shull specializes in tax compliance, financial planning, and basic accounting services, providing expert guidance on payroll processing and compliance. With a strong background in general accounting and advisory services, he delivers tailored support to meet the unique needs of his clients.
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MJ
Miranda J. Spaulding
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Located in Helena, Montana, Miranda J. Spaulding provides professional accounting services to small and medium-sized businesses and family-owned enterprises. With over 10 years of experience in basic accounting services and individual tax preparation, she offers expertise in navigating complex tax laws and regulations. Her services include general accounting and advisory, as well as individual and business tax return preparation. Spaulding's specialization in small business accounting enables her to effectively manage financial records and provide insightful guidance to her clients. In addition, she is well-versed in Montana's specific tax laws and codes.
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RB
Rene B. Martello
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Rene B. Martello is a certified public accountant based in Helena, Montana, with over 15 years of experience in tax and accounting services. The accountant specializes in providing basic accounting services, tax compliance, and financial planning to entrepreneurs and startups in Helena and surrounding areas, as well as individual and family clients. Martello's expertise includes complex IRS representation and individual and business tax return preparation, making her a valuable resource for clients navigating tax-related issues.
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BA
Bradley A. Willcockson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Bradley A. Willcockson is a certified public accountant based in Helena, Montana. With over 15 years of experience, he specializes in providing comprehensive accounting and tax services to individuals and family-owned enterprises. His expertise includes individual and business tax return preparation, as well as sales tax compliance, ensuring clients meet their tax obligations accurately and efficiently. Bradley serves a diverse range of clients, including individuals, families, and small businesses, offering tailored solutions to their specific accounting needs.
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LA
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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JJ
Jennifer J. Thompson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Jennifer J. Thompson is a certified public accountant with over 20 years of experience providing accounting and tax expertise to small and medium-sized businesses. Her specialization lies in basic accounting services, small business accounting, and tax compliance, which enables her to effectively navigate complex business structures, including S-Corps, partnerships, and LLCs. With a strong emphasis on individual and business tax return preparation and IRS representation, Thompson helps clients maintain financial stability and address any tax-related issues.
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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.