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Helena
Filter Results
Helena
Showing 31 to 40 of 206 CPAs in Helena, Montana
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Jeffrey A. Clarke
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Helena-based CPA, Jeffrey A. Clarke, has over 20 years of experience in providing financial guidance to entrepreneurs and small business owners. With a focus on individual and business tax return preparation, as well as sales tax compliance, Mr. Clarke offers specialized services to support the unique needs of startups and established businesses alike. His expertise includes basic accounting services, financial planning, and individual tax services, enabling clients to efficiently manage their financial operations and make informed decisions.
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Gayle L. Moon
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Gayle L. Moon, a certified public accountant, is based in Helena, Montana, where she has been serving clients for over 20 years. Her experience spans a range of industries, including small and medium-sized businesses, as well as family-owned enterprises, providing expertise in areas such as basic accounting services, individual tax services, and business tax services. Moon's services include retirement account tax reporting and payroll processing compliance, helping clients navigate complex financial regulations.
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Heather Gurnsey
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Heather Gurnsey, a Helena-based CPA, brings over 15 years of experience in accounting to her clients. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, serving individuals, families, entrepreneurs, and startups. With expertise in payroll processing and compliance, as well as tax planning and consulting, Gurnsey provides tailored support to help her clients navigate complex financial situations.
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Justin L. Mosness
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Justin L. Mosness is a certified public accountant with over 15 years of experience in providing expert accounting and tax advisory services. He specializes in general accounting and advisory, with a focus on the unique financial needs of small businesses and individuals. His expertise extends to retirement account tax reporting, ensuring that clients' financial plans are optimized and compliant with tax regulations. Mosness' services cater to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs, providing tailored solutions for each client's distinct situation.
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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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Jodi M. Eckhout
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Jodi M. Eckhout is a certified public accountant based in Helena, Montana, with over 15 years of experience. Her expertise lies in providing basic accounting services, as well as specializing in small business accounting and business tax services, supporting the needs of local small and medium-sized businesses and individual clients. Additionally, she offers IRS representation and tax planning and consulting services, helping clients navigate complex tax issues and optimize their financial strategies.
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Spencer P. Marks
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Spencer P. Marks is a certified public accountant residing in Helena, Montana, with over 15 years of experience serving the regional business community. With a specialization in basic accounting services and business tax services, he provides expertise in financial statement compilation and bookkeeping for various business structures, including S-corporations, partnerships, and family-owned enterprises. He also ensures compliance with sales tax regulations for his clients. Mr. Marks' services cater to the diverse needs of small businesses and family-owned enterprises in the Helena area, offering tailored solutions for their accounting and tax needs. Founded on a commitment to professional excellence, he brings a wealth of knowledge and experience to his clients, helping them navigate complex financial issues and achieve success in their industries.
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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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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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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.

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.