Filter Results
Filter Results
Showing 1241 to 1250 of 1847 CPAs in Montana
KD
Kenton D. Swift
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59812
With over 15 years of experience, Kenton D. Swift has established a reputation as a trusted CPA in Missoula, Montana, providing expert financial guidance to family-owned enterprises and entrepreneurs. His specialization in basic accounting services, tax compliance, and financial planning enables him to effectively address the unique needs of his clients. Notably, Swift offers IRS representation services, helping individuals and businesses navigate complex tax disputes and achieve favorable resolutions.
J
Joanna Giffin
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59802
Based in Missoula, Montana, Joanna Giffin has provided accounting services to small and medium-sized businesses, entrepreneurs, and startups since 2007. Her specialization in business and individual tax services includes tax planning and consulting, as well as payroll processing and compliance. Giffin's expertise in basic accounting services, tax preparation, and financial statements supports clients in making informed business decisions. With a focus on tax planning and consulting, Giffin delivers customized solutions to help clients navigate complex tax laws and regulations.
SG
Shirlee G. Walker
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59802
A certified public accountant based in Missoula, Montana, Shirlee G. Walker provides financial expertise to entrepreneurs and startups, as well as family-owned enterprises. With over 20 years of experience in accounting and taxation, she offers specialized services in basic accounting, business tax, and financial planning. Shirlee's practice focuses on individual and business tax return preparation, as well as tax planning and consulting to help clients navigate complex tax laws and regulations.
S
Stephen Rutherford
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Based in Missoula, Montana, Stephen Rutherford brings over 15 years of experience to his practice as a CPA, specializing in individual and business tax return preparation, general accounting and advisory services. His expertise includes providing basic accounting services, business tax services, and small business accounting, catering to individuals and families, as well as various business structures, such as S-Corps, partnerships, and LLCs. Stephen holds a strong understanding of tax laws and financial reporting requirements, allowing him to guide clients in making informed decisions about their financial well-being.
RP
Ronald P. Foltz
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59806
Located in Missoula, Montana, Ronald P. Foltz is a certified public accountant with over two decades of experience providing accounting services to small and medium-sized businesses and family-owned enterprises. He specializes in basic accounting services, small business accounting, and financial planning, tailoring his approach to meet the unique needs of each client. Additionally, Foltz offers expert retirement account tax reporting services and bookkeeping and financial statement compilation for businesses of all sizes, ensuring accurate and timely compliance with regulatory requirements.
JL
Jennifer L. Vander Weide
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Based in Missoula, Montana, Jennifer L. Vander Weide is a certified public accountant with extensive experience serving various business structures, including S-Corps, partnerships, and LLCs. With over [years of experience], Vander Weide focuses on providing comprehensive financial solutions for entrepreneurs and startups, addressing their unique tax compliance and accounting needs. Her specialization in tax compliance and business tax services allows her to effectively navigate complex sales tax regulations and retirement account tax reporting requirements, ensuring clients' financial stability and compliance.
VA
Vicky A. Velin
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Based in Missoula, Montana, Vicky A. Velin is a certified public accountant with over two decades of experience in providing financial guidance to small and medium-sized businesses, as well as individuals and families. Her services include payroll processing and compliance, ensuring that clients are in line with all relevant regulations and deadlines. With a specialization in business tax services, Vicky A. Velin assists clients in navigating the complexities of financial reporting and tax planning. Additionally, Vicky A. Velin also provides representation before the IRS, offering expertise in resolving even the most challenging tax disputes.
SM
Shannon M. Odonnell
Certified Public Accountant
Verified Licensed
Location Columbus, Montana 59019
Certified Public Accountant Shannon M. Odonnell provides tax planning and consulting services to clients in the Columbus, Montana area. With over 10 years of experience in basic accounting services, small business accounting, and tax compliance, she specializes in meeting the diverse needs of entrepreneurs and startups, as well as family-owned enterprises. Her expertise in sales tax compliance is particularly valuable to businesses navigating complex tax regulations, and she remains up-to-date on the latest developments in the field through ongoing professional development.
EA
Elizabeth A. Piehler
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59808
Located in Missoula, Montana, Elizabeth A. Piehler is a certified public accountant with over 15 years of experience. Her practice focuses on providing accounting services to small and medium-sized businesses, as well as individuals and families, in the areas of basic accounting, business tax, and individual tax services. Piehler specializes in ensuring compliance with payroll processing regulations and sales tax laws, and is well-versed in navigating the unique tax requirements of her clients.
DV
Doreen V. Beach
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Doreen V. Beach, a certified public accountant, has been serving Missoula, Montana, and its surrounding areas since 2005. Her expertise lies in providing comprehensive bookkeeping and financial statement compilation services, as well as general accounting and advisory services tailored to meet the unique needs of her clients. With a focus on individual and business tax services, Beach assists small and medium-sized businesses, including those structured as S-Corps, partnerships, and LLCs, in navigating complex tax laws and regulations.

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.