Sign In Get Started

Certified Public Accountants in 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..

Filter Results
Filter Results
Showing 1021 to 1030 of 1847 CPAs in Montana
TG
Thomas G. Torgerson
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Based in Kalispell, Montana, Thomas G. Torgerson is a certified public accountant with extensive experience providing tax planning and consulting services. With over 20 years of experience in basic accounting services and individual tax services, Torgerson helps individuals and families navigate complex tax compliance regulations. He also specializes in retirement account tax reporting, ensuring his clients' financial security and peace of mind during this critical life stage.
View Profile
BL
Bethanne L. Ray
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Bethanne L. Ray is a certified public accountant (CPA) with over two decades of experience in basic accounting services, financial planning, and business tax services in Kalispell, Montana. She specializes in serving entrepreneurs and startups, as well as individuals and families, providing tailored financial guidance to meet their unique needs. Ray's expertise includes sales tax compliance and retirement account tax reporting, among other services, making her a valuable resource for clients navigating complex tax laws.
View Profile
RR
Ronnie R. Davis
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Ronnie R. Davis is a certified public accountant based in Polson, Montana. With over 15 years of experience in accounting and taxation, he provides various services, including IRS representation and retirement account tax reporting. Davis specializes in basic accounting services, business tax services, and individual tax services for entrepreneurs, startups, and businesses with various structures, such as S-corporations, partnerships, and LLCs.
View Profile
JE
James E. Sugarek
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Located in Missoula, Montana, James E. Sugarek provides accounting services to small and medium-sized businesses, as well as family-owned enterprises. With over 15 years of experience, Sugarek specializes in basic accounting services, tax compliance, and small business accounting, ensuring timely and accurate financial management. His expertise also extends to IRS representation and retirement account tax reporting, providing clients with comprehensive solutions for their financial needs. As a certified public accountant, Sugarek adheres to the highest standards of integrity and professionalism, delivering exceptional service and guidance to his clients.
View Profile
FL
Fay L. Espeland
Certified Public Accountant
Verified Licensed
Location Columbus, Montana 59019
Certified Public Accountant Fay L. Espeland has been serving the financial needs of individuals and businesses in Columbus, Montana for over 15 years. With a specialization in basic accounting services and business tax services, Ms. Espeland provides financial planning and consulting to clients across various business structures, including S-Corps, partnerships, and LLCs. Her expertise also extends to retirement account tax reporting and tax planning, helping family-owned enterprises and other clients navigate complex financial situations.
View Profile
TF
Timothy F. Dilworth
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Based in Kalispell, Montana, Timothy F. Dilworth is a seasoned accounting professional with over 20 years of experience. He specializes in providing comprehensive accounting services to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Additionally, Timothy F. Dilworth offers tax planning and consulting services to individuals, helping them navigate the complexities of personal and business taxation.
View Profile
ER
Erick R. Moy
Certified Public Accountant
Verified Licensed
Location Columbia Falls, Montana 59912
Erick R. Moy is a certified public accountant residing in Columbia Falls, Montana, with over 12 years of experience in providing financial guidance. He specializes in tax planning and consulting, as well as individual and business tax return preparation, catering to the needs of family-owned enterprises and individuals and families. Moy's expertise also encompasses basic accounting services, individual tax services, and tax compliance, allowing him to offer comprehensive support to his clients.
View Profile
CA
Carole A. Phillips
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59904
Carole A. Phillips is a licensed certified public accountant (CPA) based in Kalispell, Montana, with over 15 years of experience providing financial guidance to entrepreneurs and startups, as well as small and medium-sized businesses. She specializes in offering basic accounting services, financial planning, and small business accounting, drawing from her extensive knowledge in these areas. Carole's expertise also includes IRS representation and general accounting advisory services, supporting clients in tax-related matters and financial decision-making.
View Profile
RJ
Robert J. Heffernan
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59904
Robert J. Heffernan, a certified public accountant (CPA), has over 12 years of experience serving various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startup clients. Based in Kalispell, Montana, his practice focuses on delivering comprehensive accounting services, including basic accounting, individual tax preparation, and financial planning. In addition to these core services, Heffernan provides specialized expertise in tax planning and consulting, particularly in areas related to sales tax compliance, ensuring his clients remain up-to-date with relevant regulations and laws.
View Profile
JE
James E. Loran
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Based in Kalispell, Montana, James E. Loran provides tax compliance and accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience in accounting and tax preparation, Loran specializes in basic accounting services, tax compliance, and business tax services for entrepreneurs and startups. His expertise includes handling sales tax compliance and preparing individual and business tax returns, catering to the unique needs of diverse business clients.
View Profile

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.