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Lolo
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Lolo
Showing 1 to 8 of 8 CPAs in Lolo, Montana
PA
Patricia A. Lester
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Patricia A. Lester is a certified public accountant based in Lolo, Montana, with over 15 years of experience providing a range of accounting services....
JR
Jeremy R. Partain
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Based in Lolo, Montana, Jeremy R. Partain is a certified public accountant with over 15 years of experience. He specializes in providing tax planning...
MC
Mark C. Hayden
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Wisconsin
Mark C. Hayden, a certified public accountant, is based in Lolo, Montana, and has over a decade of experience in providing accounting services. His ar...
DS
Debra S. Gaffney
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Located in Lolo, Montana, Debra S. Gaffney has over 15 years of experience providing accounting services to family-owned enterprises, entrepreneurs, a...
TJ
Tana J. Doyle
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Tana J. Doyle is a certified public accountant with over 15 years of experience serving clients in Lolo, Montana. Her practice focuses on providing ba...
MK
M Kathleen J. Kostka
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Based in Lolo, Montana, M Kathleen J. Kostka is a certified public accountant with nearly two decades of experience providing accounting services to s...
T
Terri Nickless
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Montana
Terri Nickless is a certified public accountant based in Lolo, Montana, with extensive experience in providing financial guidance to entrepreneurs and...
SM
Susan M. Trimp
Certified Public Accountant
Verified Licensed
Location Lolo, Montana Licensed in Washington
Susan M. Trimp is a certified public accountant based in Lolo, Montana, with over 15 years of experience in accounting and taxation. Her practice foc...

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.