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Certified Public Accountants in Lakeside, 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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Lakeside
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Lakeside
Showing 1 to 4 of 4 CPAs in Lakeside, Montana
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Christian G. Shaeffer
Certified Public Accountant
Verified Licensed
Location Lakeside, Montana 59922
Based in Lakeside, Montana, Christian G. Shaeffer provides bookkeeping and financial statement compilation services to small businesses and entrepreneurs. With over 10 years of experience in accounting and financial planning, Shaeffer's expertise lies in helping family-owned enterprises navigate financial complexities. His specialization in basic accounting services, financial planning, and small business accounting allows him to cater to a wide range of clients, including entrepreneurs and startups.
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TC
Todd C. Boler
Certified Public Accountant
Verified Licensed
Location Lakeside, Montana 59922
Todd C. Boler is a certified public accountant with over 20 years of experience, serving clients in the individual and family sectors in Lakeside, Montana. His services include general accounting and advisory, retirement account tax reporting, and individual tax services, tailored to meet the diverse needs of his clients. With a strong specialization in tax compliance and basic accounting services, Boler provides comprehensive support to entrepreneurs and startups, as well as established individuals and families.
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GL
Geoffrey L. Reynolds
Certified Public Accountant
Verified Licensed
Location Lakeside, Montana 59922
Located in Lakeside, Montana, Geoffrey L. Reynolds has been providing accounting services for over 15 years. His areas of specialization include basic accounting, small business accounting, and business tax services, catering to the needs of individuals and families, as well as small and medium-sized businesses. Reynolds also offers IRS representation and payroll processing and compliance services to help clients navigate complex financial regulations.
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RD
Rex D. Boller
Certified Public Accountant
Verified Licensed
Location Lakeside, Montana 59922
Rex D. Boller is a licensed CPA based in Lakeside, Montana, with over 15 years of experience in public accounting. He specializes in providing comprehensive tax compliance and accounting services to various business structures, including S-Corps, partnerships, and LLCs, serving entrepreneurs and startups in the region. Boller offers individual and business tax return preparation, as well as sales tax compliance services, ensuring clients meet their tax obligations and financial reporting requirements. His experience in basic accounting services enables him to address the financial needs of small businesses and individuals, providing expert guidance on financial management and tax planning.
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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.