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Showing 91 to 100 of 1847 CPAs in Montana
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Vicky Harrison
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59105
Billings, Montana-based certified public accountant Vicky Harrison has over 15 years of experience providing accounting services to individuals and families, as well as small and medium-sized businesses. Harrison specializes in basic accounting services, business tax services, and individual tax services, helping clients navigate financial complexities. In addition to general accounting and advisory services, Harrison also offers bookkeeping and financial statement compilation, assisting clients in maintaining accurate financial records.
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Michael A. Lopach
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Located in Helena, Montana, Michael A. Lopach is a seasoned accounting professional with a wealth of experience in providing expert financial guidance to individuals and businesses. With over 10 years of experience, Lopach specializes in basic accounting services, financial planning, and tax compliance, serving a diverse range of clients including individuals and families, as well as S-Corps, partnerships, and LLCs. His services encompass bookkeeping and financial statement compilation, general accounting and advisory, and include expertise in navigating complex tax laws and regulations.
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Robin A. Hubley
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Bozeman, Montana-based CPA Robin A. Hubley brings over 15 years of experience to her clients, providing expert guidance in financial planning and individual tax services. Her specialization in basic accounting services, financial planning, and individual tax services enables her to offer tailored solutions to various business structures, including S-Corps, partnerships, and LLCs. Hubley's services encompass bookkeeping and financial statement compilation, as well as IRS representation, allowing her to address a range of her clients' financial needs.
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Kimberly Smith
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Kimberly Smith provides accounting services to individuals and families in the region. With over 15 years of experience in basic accounting services, business tax services, and individual tax services, she has developed a strong understanding of the tax planning and consulting needs of her clients. She specializes in helping family-owned enterprises with their tax planning and reporting requirements, including retirement account tax reporting, and provides expert advice on tax compliance and planning strategies.
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Laura L. Turner
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Located in Bozeman, Montana, Laura L. Turner is a certified public accountant with over 15 years of experience. Her areas of specialization include basic accounting services, financial planning, and small business accounting, catering to entrepreneurs and startups as well as family-owned enterprises. Ms. Turner's services encompass tax planning and consulting, bookkeeping, and financial statement compilation, providing clients with comprehensive accounting solutions.
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Michael A. Tobiason
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, Michael A. Tobiason is a seasoned accountant with over 15 years of experience in providing comprehensive tax and financial services. As a certified public accountant, he offers expert guidance on individual and business tax return preparation, ensuring compliance with relevant tax laws and regulations. Specializing in basic accounting services, tax compliance, and business tax services, Tobiason has assisted numerous individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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Laurie Brogan
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Laurie Brogan, a certified public accountant with over 15 years of experience, is based in Billings, Montana, and serves small and medium-sized businesses, as well as family-owned enterprises. Her areas of specialization include basic accounting services, tax compliance, and financial planning, providing clients with expert guidance in these key areas. Specializing in payroll processing and compliance, Laurie helps businesses navigate complex regulations and ensures timely and accurate payments to employees.
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Amy L. Yurish
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Amy L. Yurish provides financial guidance to individuals and family-owned enterprises in the region. With over 12 years of experience in taxation and accounting, she offers comprehensive services including bookkeeping, financial statement compilation, and retirement account tax reporting. Her areas of specialization include basic accounting services, individual tax services, and business tax services. Yurish's extensive experience serving family-owned enterprises and individuals and families has granted her a unique understanding of their financial needs and challenges.
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Jeremy G. Hauk
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, Jeremy G. Hauk provides professional accounting services to clients in the region. With over 15 years of experience in public accounting, Hauk specializes in individual and business tax return preparation, as well as sales tax compliance. His expertise includes basic accounting services, business tax services, and individual tax services, catering to the needs of small and medium-sized businesses, entrepreneurs, and startups.
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Jennifer E. Roberts
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Jennifer E. Roberts, a certified public accountant based in Helena, Montana, has over a decade of experience in providing expert accounting services. She specializes in basic accounting services, business tax preparation, and financial planning for family-owned enterprises and individuals. Roberts also offers sales tax compliance and bookkeeping services, ensuring accurate financial statements for 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.