Filter Results
Filter Results
Showing 111 to 120 of 1847 CPAs in Montana
L
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.
KJ
Katie J. Davis
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Katie J. Davis is a certified public accountant based in Billings, Montana. With over 10 years of experience serving entrepreneurs and startups, various business structures including S-Corps, partnerships, and LLCs, Davis provides expert advice on basic accounting services, business tax services, and individual tax services. Her portfolio includes tax planning and consulting, with a focus on payroll processing and compliance.
TD
Troy D. O'Connor
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Based in Billings, Montana, Troy D. O'Connor has provided expert accounting services to small and medium-sized businesses and family-owned enterprises for over 15 years. His areas of specialization include basic accounting services, business tax services, and tax compliance, helping clients navigate complex financial regulations. O'Connor also offers specialized services in payroll processing and sales tax compliance, ensuring seamless financial management for his clients.
P
Paul Morley
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59404
Based in Great Falls, Montana, Paul Morley has practiced as a certified public accountant for over 15 years. He specializes in providing individual and business tax return preparation, as well as sales tax compliance services to meet the needs of diverse clients. Morley also offers basic accounting services, tax compliance support, and individual tax services, particularly serving individuals and families, as well as small and medium-sized businesses.
RK
Russell K. Rice
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Russell K. Rice, a certified public accountant, has over 20 years of experience serving clients in Billings, Montana. He specializes in providing basic accounting services, small business accounting, and business tax services to small and medium-sized businesses and family-owned enterprises. Rice offers retirement account tax reporting and payroll processing and compliance services, helping clients navigate complex tax laws and ensure compliance with industry regulations.
JP
James P. Winchell
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, James P. Winchell is a certified public accountant with over 15 years of experience helping individuals and small businesses with their accounting needs. His specialization includes offering basic accounting services, such as financial statement preparation and budget planning, to small and medium-sized businesses. Winchell also provides tax planning and consulting services, including retirement account tax reporting, to assist clients in meeting their financial goals and complying with tax regulations.
SM
Shandell M. Vandonsel
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59620
Shandell M. Vandonsel is a certified public accountant based in Helena, Montana, with over 15 years of experience providing financial guidance to various clients. She specializes in individual tax services, business tax services, and basic accounting services, catering to the needs of small and medium-sized businesses, as well as individuals and families. Shandell's expertise encompasses tax reporting for retirement accounts, payroll processing, and compliance services. She helps clients navigate the complexities of tax laws and regulations to ensure accurate and timely compliance.
MA
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.
SM
S. M. White
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, S. M. White provides a range of accounting and advisory services to small and medium-sized businesses and family-owned enterprises. With over years of experience, White specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial landscapes. Notably, White's practice includes sales tax compliance, ensuring businesses in the state of Montana remain in adherence with tax regulations. As a certified public accountant, White serves clients in Helena and surrounding areas, leveraging expertise in general accounting and advisory services to drive informed decision-making and growth.
JM
Jeanne M. Bloedel
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59105
Located in Billings, Montana, Jeanne M. Bloedel provides accounting services to various business structures, including S-Corps, partnerships, and LLCs, catering to the needs of small and medium-sized businesses. With over years of experience in accounting, Bloedel specializes in basic accounting services, tax compliance, and individual tax services, helping clients navigate complex financial situations. Her practice is focused on delivering accurate payroll processing and compliance, as well as retirement account tax reporting, ensuring businesses remain in accordance with federal and state 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.