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Showing 151 to 160 of 1847 CPAs in Montana
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Timothy F. Dilworth
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Based in Kalispell, Montana, Timothy F. Dilworth is a seasoned accounting professional with over 20 years of experience. He specializes in providing comprehensive accounting services to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Additionally, Timothy F. Dilworth offers tax planning and consulting services to individuals, helping them navigate the complexities of personal and business taxation.
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Robert G. Saurey
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, Robert G. Saurey is a certified public accountant with over 15 years of experience. He focuses on providing basic accounting services, individual tax services, and business tax services to a diverse client base, including various business structures and entrepreneurs. Specializing in payroll processing and compliance, as well as individual and business tax return preparation, Robert G. Saurey helps clients navigate complex financial regulations.
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James T. Paquette
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Located in Billings, Montana, James T. Paquette is a certified public accountant (CPA) with extensive experience in serving small and medium-sized businesses, as well as various business structures including S-Corps, partnerships, and LLCs. With over a decade of experience in providing accounting services, Paquette specializes in basic accounting, individual tax services, and small business accounting, helping clients navigate complex financial regulations and tax laws. Notably, he offers specialized services in retirement account tax reporting and payroll processing & compliance, ensuring that businesses and individuals remain compliant with tax laws and regulations.
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Peter O'Reilly
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Peter O'Reilly is a certified public accountant based in Bozeman, Montana, with over 20 years of experience in tax and accounting services. He specializes in providing basic accounting services, tax compliance, and business tax services to individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. O'Reilly's services include individual and business tax return preparation, as well as payroll processing and compliance, assisting clients in meeting their tax obligations and ensuring accurate financial reporting.
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Jake Verlanic
Certified Public Accountant
Verified Licensed
Location Butte, Montana 59701
Based in Butte, Montana, Jake Verlanic has been providing accounting services to family-owned enterprises and small to medium-sized businesses since 2006. With a focus on basic accounting services, individual tax services, and business tax services, Jake's expertise encompasses payroll processing and compliance, as well as bookkeeping and financial statement compilation. His experience in serving clients from various industries has equipped him with the knowledge to navigate complex accounting challenges and provide accurate financial guidance.
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Julie A. Boland
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Founded in 2010, Julie A. Boland's accounting practice is based in Billings, Montana, and serves clients across the state. With over 12 years of experience, Boland provides expert accounting services to small and medium-sized businesses, entrepreneurs, and startups. Her specialization in basic accounting services, business tax services, and financial planning enables her to cater to a diverse range of clients.
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William E. Klatt
Certified Public Accountant
Verified Licensed
Location Ennis, Montana 59729
Located in Ennis, Montana, William E. Klatt provides trusted accounting services to family-owned enterprises and small to medium-sized businesses. With over 10 years of experience, Klatt specializes in basic accounting services, individual tax services, and financial planning, helping clients navigate complex financial situations. His expertise also includes IRS representation, bookkeeping, and financial statement compilation, providing a comprehensive range of services to meet the diverse needs of his clients. Klatt's extensive knowledge and experience make him a valuable resource for business owners seeking reliable financial guidance in the Ennis area.
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Jon B. Herberg
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Jon B. Herberg is a certified public accountant (CPA) serving clients in the Billings, Montana area. With over 15 years of experience, Mr. Herberg provides specialized accounting services to small and medium-sized businesses, entrepreneurs, and startups. His areas of expertise include basic accounting services, business tax services, and small business accounting, with a unique focus on sales tax compliance. Mr. Herberg also offers bookkeeping and financial statement compilation services to support his clients' financial planning and decision-making needs.
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Kendra A. Mahncke
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59904
Kendra A. Mahncke operates a public accounting firm based in Kalispell, Montana, providing accounting and tax services to individuals and businesses in the region. With over 15 years of experience, she specializes in providing Basic Accounting Services, Business Tax Services, and Individual Tax Services, catering to various business structures including S-Corps, partnerships, and LLCs. In addition to her core services, Mahncke also offers IRS Representation, assisting clients with complex tax disputes and resolution.
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Morgan S. Scarr
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Based in Bozeman, Montana, Morgan S. Scarr is an experienced certified public accountant (CPA) with over 15 years of expertise in providing general accounting and advisory services. Specializing in basic accounting services, business tax services, and small business accounting, Scarr's professional focus also extends to serving individuals and families, as well as family-owned enterprises. Among her key services is sales tax compliance, helping clients navigate the complexities of tax regulations and ensure accurate compliance.

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.