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Helena
Filter Results
Helena
Showing 71 to 80 of 206 CPAs in Helena, Montana
CA
Charity A. Rowsey
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Charity A. Rowsey is a certified public accountant based in Helena, Montana. With over 15 years of experience, she provides expertise in Basic Accounting Services, Business Tax Services, and Tax Compliance, serving small and medium-sized businesses, entrepreneurs, and startups. Her services include Sales Tax Compliance, as well as Bookkeeping & Financial Statement Compilation, assisting clients with financial planning and regulatory compliance. Rowsey's professional expertise and experience make her a valuable resource for businesses seeking reliable accounting and tax guidance.
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Adam E. Mc Lane
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Adam E. Mc Lane is a certified public accountant serving small and medium-sized businesses and individuals and families in the local area. With over a decade of experience in finance and accounting, Mc Lane provides specialized services in basic accounting, small business accounting, and business tax services. His expertise includes assisting clients with general accounting and advisory needs as well as reporting and preparing tax returns for retirement accounts. Mc Lane has developed a strong understanding of the unique financial challenges faced by small and medium-sized businesses in Helena, allowing him to tailor his services to meet their specific needs.
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Brenda K. Kedish
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Brenda K. Kedish is a certified public accountant based in Helena, Montana, offering a range of accounting services tailored to small and medium-sized businesses, entrepreneurs, and startups. With over a decade of experience in general accounting and advisory services, she provides expert support for basic accounting needs, business tax planning, and small business accounting. Her services also include IRS representation, helping clients navigate complex tax issues and resolve disputes. Kedish's expertise spans basic accounting services, business tax services, and small business accounting, serving clients in the Helena area and beyond.
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Graham J. Kilgariff
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Graham J. Kilgariff is a certified public accountant with his main office located in Helena, Montana, providing accounting services since 2005. He specializes in basic accounting services, business tax services, and financial planning, catering to small and medium-sized businesses of various structures, including S-Corps, partnerships, and LLCs. Kilgariff's services include IRS representation and payroll processing and compliance, ensuring clients' financial needs are met with professionalism and expertise.
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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.
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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.
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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.
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J. E. Waters
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
J. E. Waters is a certified public accountant based in Helena, Montana, with over 15 years of experience in providing tax planning and consulting services to various business structures, including S-corporations, partnerships, and limited liability companies. Their expertise in basic accounting services, tax compliance, and business tax services allows them to cater to the needs of entrepreneurs and startups in the region. J. E. Waters also specializes in IRS representation, helping clients navigate complex tax issues and resolving audits and disputes.
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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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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.

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.