Filter Results
Livingston
Filter Results
Livingston
Showing 11 to 13 of 13 CPAs in Livingston, Montana
SI
Sonya I. Christian
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
Sonya I. Christian is a certified public accountant based in Livingston, Montana, with over 15 years of experience in providing accounting services to small businesses and entrepreneurs. Her specialization includes financial planning, basic accounting services, and small business accounting, helping various business structures such as S-Corps, partnerships, and LLCs navigate their financial needs. Christian also provides payroll processing and compliance services, as well as IRS representation to assist clients in resolving tax-related issues.
JS
James S. Walter
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
James S. Walter is a certified public accountant with over 15 years of experience in providing comprehensive financial guidance to small and medium-sized businesses. Based in Livingston, Montana, his areas of specialization include individual and business tax services, as well as basic accounting services. A certified public accountant with expertise in tax planning and consulting, Walter's extensive experience spans various business structures, including S-Corps, partnerships, and LLCs. He offers tax planning and consulting services tailored to meet the unique needs of his clients, helping them navigate complex tax laws and regulations.
FT
F. T. Shellenberg
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
F. T. Shellenberg is a licensed CPA with over 15 years of experience providing accounting services to various business structures. Based in Livingston, Montana, their practice specializes in basic accounting services, small business accounting, and business tax services. They offer bookkeeping and financial statement compilation, as well as sales tax compliance services to support businesses in meeting their financial obligations. With a focus on helping entrepreneurs and startups navigate complex tax laws, Shellenberg provides personalized guidance on tax planning and compliance.

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.