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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 21 to 30 of 206 CPAs in Helena, Montana
MA
Michael A. Lopach
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Located in Helena, Montana, Michael A. Lopach is a seasoned accounting professional with a wealth of experience in providing expert financial guidance to individuals and businesses. With over 10 years of experience, Lopach specializes in basic accounting services, financial planning, and tax compliance, serving a diverse range of clients including individuals and families, as well as S-Corps, partnerships, and LLCs. His services encompass bookkeeping and financial statement compilation, general accounting and advisory, and include expertise in navigating complex tax laws and regulations.
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LJ
Linda J. Heeney
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Linda J. Heeney is a certified public accountant with over 15 years of experience, serving clients in Helena, Montana. She provides various business and individual accounting services, including bookkeeping, financial statement compilation, and retirement account tax reporting. With a specialization in tax compliance, financial planning, and basic accounting services, Heeney assists clients from diverse business structures, such as S-Corps, partnerships, and limited liability companies, as well as individuals and families.
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RL
Ralene L. Glenn
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Ralene L. Glenn is a certified public accountant based in Helena, Montana, with over 10 years of experience in providing financial guidance to small and medium-sized businesses, and family-owned enterprises. Her expertise lies in Basic Accounting Services, Business Tax Services, and Individual Tax Services, where she helps clients navigate complex tax regulations and financial reporting requirements. Among her services, Ralene offers specialized Retirement Account Tax Reporting and Sales Tax Compliance to ensure clients meet their tax obligations and maintain accurate financial records.
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SR
Sonia R. Powell
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Helena, Montana-based Sonia R. Powell is a certified public accountant with over 10 years of experience in providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, financial planning, and small business accounting. Powell's expertise encompasses payroll processing and compliance, as well as individual and business tax return preparation, helping clients navigate their financial responsibilities with accuracy and precision.
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JA
James A. Murray
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, James A. Murray is a certified public accountant with over 20 years of experience providing accounting and tax consulting services. His areas of specialization include individual tax services, business tax services, and basic accounting services, catering to the needs of family-owned enterprises and various business structures such as S-corps, partnerships, and LLCs. Murray also assists clients with tax planning and consulting, as well as payroll processing and compliance, helping them navigate complex financial regulations.
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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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SM
S. M. White
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, S. M. White provides a range of accounting and advisory services to small and medium-sized businesses and family-owned enterprises. With over years of experience, White specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial landscapes. Notably, White's practice includes sales tax compliance, ensuring businesses in the state of Montana remain in adherence with tax regulations. As a certified public accountant, White serves clients in Helena and surrounding areas, leveraging expertise in general accounting and advisory services to drive informed decision-making and growth.
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TJ
Teresa J. Mickelson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Teresa J. Mickelson is a Helena, Montana-based certified public accountant with extensive experience in tax preparation and financial advisory services. With over 20 years of experience specializing in individual and business tax return preparation, as well as IRS representation, she provides tailored solutions for small and medium-sized businesses, entrepreneurs, and startup companies in Helena and surrounding areas. Her services include basic accounting services, individual tax services, and small business accounting, offering clients expert guidance in financial planning, tax compliance, and financial reporting.
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JM
Jacquelyn M. Frank
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Jacquelyn M. Frank is a certified public accountant with over a decade of experience in providing financial services. Her areas of specialization include basic accounting services, small business accounting, and individual tax services, catering to the needs of entrepreneurs and small to medium-sized businesses. Frank's services also extend to individual and business tax return preparation, as well as IRS representation, ensuring clients receive accurate and timely financial support.
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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.