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Showing 1111 to 1120 of 1847 CPAs in Montana
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Rocky L. Torgerson
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Located in Sidney, Montana, Rocky L. Torgerson is a certified public accountant with over 10 years of experience. Specializing in basic accounting services, small business accounting, and financial planning, his expertise extends to various business structures, including S-Corps, partnerships, and LLCs. Torgerson provides specialized services such as retirement account tax reporting and payroll processing and compliance, catering to the needs of individuals and families in addition to business clients.
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Richard K. Daniels
Certified Public Accountant
Verified Licensed
Location Florence, Montana 59833
Based in Florence, Montana, Richard K. Daniels offers professional tax planning and consulting services to his clients in the region. With over years of experience in individual tax services and tax compliance, he provides expertise in tax planning and consulting to small and medium-sized businesses and individuals and families. Notably, he specializes in retirement account tax reporting, ensuring accurate and timely tax reporting for his clients' retirement accounts. Mr. Daniels' accountants services cover a range of industries and businesses, from tax compliance to basic accounting services, providing his clients with comprehensive accounting care.
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Teresa M. Nichols
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59804
Teresa M. Nichols is a licensed CPA with over 15 years of experience in public accounting, providing services to clients in Missoula, Montana. Her expertise includes individual and business tax return preparation, as well as IRS representation and tax compliance for small to medium-sized businesses. A specialist in basic accounting services and business tax services, Nichols has extensive experience working with various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises.
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Amanda N. Waier
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Amanda N. Waier is a licensed CPA with over a decade of experience serving the financial needs of entrepreneurs and startups in Whitefish, Montana. Her practice focuses on providing comprehensive bookkeeping and financial statement compilation services, as well as general accounting and advisory support to small and medium-sized businesses. With expertise in basic accounting services, small business accounting, and financial planning, Waier assists clients in achieving their financial goals and meeting compliance requirements.
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John E. Stevens
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, John E. Stevens brings more than 15 years of experience in accounting and advisory services to his clients. His expertise spans general accounting and advisory, tax planning and consulting, with a focus on tax compliance and business tax services for entrepreneurs and startups, as well as individuals and families. A certified public accountant with a strong background in basic accounting services, Stevens provides personalized guidance and support to help clients navigate complex financial issues.
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Anita L. Kauffman
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Anita L. Kauffman, a certified public accountant based in Whitefish, Montana, brings over 20 years of experience in tax planning and consulting to her clients. Her specialties include basic accounting services, business tax services, and financial planning, serving family-owned enterprises, entrepreneurs, and startups. With a focus on IRS representation and tax planning, Kauffman's expertise helps individuals and businesses navigate complex tax issues and optimize their financial strategies.
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James S. Gray
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, James S. Gray offers bookkeeping and financial statement compilation services to various business structures, including S-Corps, partnerships, and LLCs. With years of experience in basic accounting services, business tax services, and individual tax services, Gray provides comprehensive financial guidance to individuals and families in need. As a certified public accountant, Gray represents clients before the IRS, addressing tax disputes and ensuring compliance with tax laws and regulations.
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Patrick G. Mcconnell
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Patrick G. Mcconnell is a licensed CPA with over 10 years of experience in providing accounting services in Whitefish, Montana. He specializes in individual and business tax services, catering to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Mcconnell offers tax planning and consulting services to assist clients in managing their financial obligations and achieving their business goals.
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William A. Brenner
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Based in Sidney, Montana, William A. Brenner has over a decade of experience providing accounting services to small and medium-sized businesses. His expertise includes tax compliance, financial statement compilation, and bookkeeping, as well as basic accounting services for various business structures. Brenner's services also extend to retirement account tax reporting, making him a valuable resource for business owners navigating complex financial requirements. With a focus on tax compliance and small business accounting, Brenner helps clients maintain financial stability and ensure regulatory adherence.
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Thomas A. Egley
Certified Public Accountant
Verified Licensed
Location Florence, Montana 59833
Located in Florence, Montana, Thomas A. Egley is a certified public accountant with over 15 years of experience in providing accounting services to family-owned enterprises and entrepreneurs. He specializes in basic accounting services, financial planning, and tax compliance, helping his clients navigate the complex financial landscape. With expertise in payroll processing and compliance, Egley also provides guidance on IRS representation to ensure that businesses operate within regulatory requirements.

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.