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Showing 1051 to 1060 of 1847 CPAs in Montana
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Laura M. Cullen
Certified Public Accountant
Verified Licensed
Location Seeley Lake, Montana 59868
Located in Seeley Lake, Montana, Laura M. Cullen provides accounting and tax services to family-owned enterprises and small to medium-sized businesses. With over 10 years of experience, she specializes in basic accounting services, financial planning, and individual tax services, helping clients navigate complex financial situations. Notably, Laura offers expert IRS representation services, ensuring that clients receive the support they need during audits and other IRS interactions.
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Susan M. Nicosia
Certified Public Accountant
Verified Licensed
Location Columbia Falls, Montana 59912
Based in Columbia Falls, Montana, Susan M. Nicosia is an experienced CPA with over 20 years of expertise in serving small and medium-sized businesses. Her professional services include bookkeeping and financial statement compilation, as well as representation before the Internal Revenue Service. With a specialization in basic accounting services, business tax services, and tax compliance, Susan M. Nicosia provides tax preparation and planning for family-owned enterprises.
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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.
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Edward D. Smith
Certified Public Accountant
Verified Licensed
Location Columbia Falls, Montana 59912
Located in Columbia Falls, Montana, Edward D. Smith provides accounting services to family-owned enterprises, entrepreneurs, and startup businesses. With over 10 years of experience in financial planning and small business accounting, Smith helps clients navigate the complexities of tax compliance and financial management. His expertise includes sales tax compliance, retirement account tax reporting, and basic accounting services, making him a valuable resource for small business owners and entrepreneurs seeking personalized financial guidance.
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Katherine E. Gentry
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
Katherine E. Gentry, a certified public accountant based in Livingston, Montana, has over a decade of experience providing comprehensive accounting services to small and medium-sized businesses, entrepreneurs, and startups. Her expertise lies in individual and business tax return preparation, ensuring timely compliance with tax laws and regulations. Gentry also specializes in sales tax compliance and offers basic accounting services to help businesses manage their finances effectively. With a strong background in tax compliance and a focus on small business accounting, Gentry is well-equipped to handle the unique financial needs of her clients in the Livingston area.
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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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William L. Sawyer
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59802
Based in Missoula, Montana, William L. Sawyer is a seasoned practitioner with over 15 years of experience providing individual and business tax return preparation services. His areas of specialization include basic accounting services, financial planning, and small business accounting, making him a valuable resource for small and medium-sized businesses with various structures, such as S-Corps, partnerships, and LLCs. S Sawyer offers tax planning and consulting services, helping clients navigate complex financial situations and achieve their goals.
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Jeff M. Montag
Certified Public Accountant
Verified Licensed
Location Mcallister, Montana 59740
Located in Mcallister, Montana, Jeff M. Montag provides tax planning and consulting services tailored to meet the needs of small and medium-sized businesses and individuals and families. With over 15 years of experience in basic accounting services, individual tax services, and tax compliance, Montag offers expertise in payroll processing and compliance, helping his clients navigate complex tax regulations. His specialization in tax compliance ensures that clients are in alignment with relevant tax laws and codes, providing a solid foundation for their financial well-being.
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Wendy J. Stuker
Certified Public Accountant
Verified Licensed
Location Jefferson City, Montana 59638
Wendy J. Stuker is a certified public accountant based in Jefferson City, Montana. With over 10 years of experience in tax compliance, individual tax services, and basic accounting services, Stuker's expertise encompasses a range of industries, including small and medium-sized businesses and entrepreneurs and startups. She provides specialized tax consulting and representation to clients before the Internal Revenue Service, as well as retirement account tax reporting services.
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Bruce E. Brensdal
Certified Public Accountant
Verified Licensed
Location Jefferson City, Montana 59638
Based in Jefferson City, Montana, Bruce E. Brensdal has over 20 years of experience serving individuals and families, as well as small and medium-sized businesses, in various industries. His expertise includes basic accounting services, small business accounting, and business tax services, helping clients navigate financial complexities with precision and accuracy. One notable aspect of his practice is his ability to provide comprehensive retirement account tax reporting, ensuring that clients' financial information is accurately represented and in compliance with tax regulations. A certified public accountant, Bruce E. Brensdal maintains a strong commitment to staying up-to-date with changing tax laws and regulations, providing valuable guidance and support to his clients.

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.