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Helena
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Helena
Showing 81 to 90 of 206 CPAs in Helena, Montana
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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.
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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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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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Kyle J. Blessinger
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Kyle J. Blessinger is a Helena, Montana-based CPA with over 15 years of experience in providing accounting and tax services to individuals and families. His expertise includes tax planning and consulting, retirement account tax reporting, and individual tax services, with a focus on ensuring compliance with relevant tax laws and regulations. In addition to his core services, Blessinger also specializes in providing basic accounting services and tax compliance advice to family-owned enterprises. His extensive experience working with individuals and families allows him to tailor his approach to meet the unique needs of his clients.
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Jason M. White
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Located in Helena, Montana, Jason M. White provides accounting services to individuals and families, as well as small and medium-sized businesses, with a focus on basic accounting, small business accounting, and tax compliance. A certified public accountant with years of experience, White specializes in bookkeeping and financial statement compilation, and assists clients with IRS representation. His areas of expertise include preparing and filing tax returns, financial statements, and various other financial documents.
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Kent Schlosser
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Located in Helena, Montana, Kent Schlosser is a seasoned accountant with over 20 years of experience. His expertise spans General Accounting & Advisory, including Retirement Account Tax Reporting, and he specializes in Basic Accounting Services, Small Business Accounting, and Tax Compliance. Serving family-owned enterprises, entrepreneurs, and startups, Schlosser provides tailored accounting solutions to meet the unique needs of his clients.
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Rhonda M. Field
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Rhonda M. Field is a certified public accountant with experience serving clients in Helena, Montana. Her practice focuses on individual and business tax return preparation, general accounting, and advisory services, helping family-owned enterprises and entrepreneurs navigate complex financial matters. With a background in basic accounting services, financial planning, and business tax services, Field provides expert support in areas such as financial statement preparation, budgeting, and tax strategy development for startups and established businesses.
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Marie A. Matthews
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Marie A. Matthews, a certified public accountant based in Helena, Montana, has over a decade of experience in providing tax compliance and accounting services to small businesses and entrepreneurs. Specializing in basic accounting services, tax compliance, and small business accounting, her expertise spans budgeting, financial reporting, and tax planning for family-owned enterprises. Serving clients in Montana and beyond, Matthews' services also include IRS representation and retirement account tax reporting, ensuring accurate and compliant tax filings.
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Christine D. Austin
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Christine D. Austin is a certified public accountant based in Helena, Montana, with over 15 years of experience providing financial guidance to individuals and businesses. She specializes in basic accounting services, business tax services, and individual tax services, offering expertise in tax return preparation and payroll processing and compliance. Located in southwestern Montana, Austin serves a diverse client base of individuals, families, and small and medium-sized businesses, staying up-to-date on local and national tax laws and regulations.
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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.

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.