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Showing 1111 to 1120 of 1847 CPAs in Montana
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Cheryl M. Wolfe
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Cheryl M. Wolfe is a certified public accountant based in Polson, Montana, with over 20 years of experience in accounting and taxation. Her practice focuses on individual and business tax return preparation, as well as general accounting and advisory services. She has expertise in basic accounting services, tax compliance, and business tax services, particularly serving family-owned enterprises, S-Corps, partnerships, and LLCs. Wolfe's experience spans various business structures, providing guidance on financial matters to her clients in western Montana.
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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.
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Karla R. Leavell
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Located in Missoula, Montana, Karla R. Leavell is a certified public accountant with over 15 years of experience in providing financial guidance to family-owned enterprises and various business structures. Her practice specializes in basic accounting services, individual tax services, and business tax services, catering to the diverse needs of her clients. Among her services, Karla R. Leavell offers expert payroll processing and compliance, ensuring timely and accurate payments to employees and adherence to regulatory requirements.
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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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Jeffrey L. Howell
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Located in Polson, Montana, Jeffrey L. Howell is a certified public accountant providing specialized services to entrepreneurs and startups, as well as individuals and families. With over 20 years of experience in tax compliance and individual tax services, he offers expert guidance in basic accounting and tax planning for businesses and individuals. His expertise includes comprehensive tax return preparation for individuals and businesses, as well as ongoing tax consulting services to ensure ongoing compliance and optimization of tax liabilities.
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Lynette A. Zander
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Lynette A. Zander is a certified public accountant based in Missoula, Montana, with over 15 years of experience in accounting and taxation. She specializes in basic accounting services, individual tax services, and small business accounting, providing expertise to family-owned enterprises and small to medium-sized businesses. Zander's services include sales tax compliance and retirement account tax reporting, helping clients navigate complex tax regulations and ensure accurate financial reporting.

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.