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Missoula
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Missoula
Showing 241 to 250 of 275 CPAs in Missoula, Montana
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Audrie G. Allyn
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59802
Based in Missoula, Montana, Audrie G. Allyn provides tax planning and consulting services to family-owned enterprises and small to medium-sized businesses. With over 15 years of experience in basic accounting services, business tax services, and individual tax services, Allyn offers expert support in payroll processing and compliance. Her specialization in these areas allows her to effectively address the unique needs of her clients, providing tailored solutions to meet their financial goals. This expertise is complemented by her in-depth knowledge of tax regulations, ensuring that clients remain up-to-date and in compliance with changing tax laws and regulations.
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Dale L. Williams
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Dale L. Williams, a seasoned accountant based in Missoula, Montana, provides financial guidance to entrepreneurs and startups, as well as individuals and families. With over 12 years of experience in accounting and taxation, he specializes in tax compliance, small business accounting, and basic accounting services, helping clients navigate complex financial regulations. Mr. Williams prepares individual and business tax returns, and offers tax planning and consulting services to ensure his clients' financial health and security.
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Jody A. Ross
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Jody A. Ross is a certified public accountant (CPA) based in Missoula, Montana, with over 15 years of experience in providing accounting services to businesses and individuals. Ross specializes in areas including basic accounting services, financial planning, and tax compliance, with a focus on supporting family-owned enterprises and entrepreneurs and startups. The firm also offers payroll processing and compliance services, as well as representation before the Internal Revenue Service (IRS).
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Sarah B. Roberts
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Based in Missoula, Montana, Sarah B. Roberts is a certified public accountant offering specialized services to individuals and entrepreneurs. Practicing since 2007, she brings extensive experience in general accounting and advising, as well as tax preparation for both individuals and businesses. Her expertise lies in providing basic accounting services, small business accounting, and financial planning tailored to the needs of her clients. Roberts has extensive experience in serving entrepreneurs and startups in the Missoula area. With a strong focus on personal and professional relationships, Sarah B. Roberts takes a comprehensive approach to addressing the diverse accounting needs of her clients, whether for tax preparation, financial planning, or day-to-day accounting guidance.
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Cynthia K. Kelly
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Cynthia K. Kelly is a certified public accountant based in Missoula, Montana, with over 15 years of experience providing financial guidance to family-owned enterprises and small and medium-sized businesses. A skilled bookkeeper and financial statement compiler, Kelly specializes in offering basic accounting services and business tax services tailored to the unique needs of small business owners. Kelly's expertise extends to retirement account tax reporting, ensuring her clients meet their tax obligations and maintain accurate financial records. With a focus on personalized service and attention to detail, Kelly supports the financial well-being of her clients and helps them navigate complex tax regulations.
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Deborah R. Morlock
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59808
Based in Missoula, Montana, Deborah R. Morlock is a seasoned CPA with extensive experience in accounting and advisory services. With over 18 years of experience, Morlock specializes in providing Basic Accounting Services, Individual Tax Services, and Business Tax Services to entrepreneurs and family-owned enterprises. Her expertise also includes payroll processing and compliance, ensuring businesses meet their financial and regulatory obligations.
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Renee J. Murphy
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59808
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Jessica L. Yang
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Jessica L. Yang is a certified public accountant with over 15 years of experience serving clients in Missoula, Montana. Her areas of specialization include basic accounting services, business tax services, and small business accounting, catering to entrepreneurs and startups, as well as small and medium-sized businesses. Yang provides tax representation services for individuals dealing with the IRS, in addition to retirement account tax reporting.
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Colin J. Boyle
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59806
Located in Missoula, Montana, Colin J. Boyle is a certified public accountant with over 10 years of experience providing expert accounting services to entrepreneurs and family-owned enterprises. His areas of specialization include basic accounting services, small business accounting, and tax compliance, making him a valuable resource for businesses of all sizes. Mr. Boyle's services encompass general accounting and advisory, as well as sales tax compliance, helping clients navigate complex financial regulations and ensure accurate tax compliance.
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James A. Mcnay
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
James A. Mcnay is a certified public accountant based in Missoula, Montana, with over 15 years of experience serving clients across various industries. His practice focuses on tax planning and consulting, ensuring individuals and families, as well as small businesses, maintain compliance with tax laws and regulations. As a seasoned financial professional, Mcnay provides basic accounting services, tax compliance guidance, and personal financial planning, helping clients make informed decisions about their financial resources.

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.