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Showing 1681 to 1690 of 1847 CPAs in Montana
MA
Marla A. Gullickson
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Marla A. Gullickson, a certified public accountant, has been serving clients in Polson, Montana, since 2000. Her specialization in basic accounting services caters to the needs of entrepreneurs and startups, as well as family-owned enterprises, providing tailored financial guidance and support. Gullickson's expertise also encompasses business tax services and general accounting and advisory, with a notable focus on retirement account tax reporting.
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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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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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Jodi E. Windauer
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Jodi E. Windauer is a licensed certified public accountant (CPA) serving clients in Polson, Montana. Based on her over 20 years of experience, she provides expert assistance with basic accounting services, business tax services, and financial planning. Her practice focuses on serving entrepreneurs and startups, as well as individuals and families, with specialized services in IRS representation and payroll processing and compliance.
PA
Patricia A. Devries
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Based in Polson, Montana, Patricia A. Devries provides accounting services to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience, she specializes in basic accounting services, business tax services, and small business accounting. Her services include individual and business tax return preparation, bookkeeping, and financial statement compilation for clients in the region. Patricia Devries' expertise in tax planning and preparation makes her a valuable resource for those seeking accurate and timely financial solutions.
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Steven W. Simonfy
Certified Public Accountant
Verified Licensed
Location Lewistown, Montana 59457
Based in Lewistown, Montana, Steven W. Simonfy CPA is a practicing accountant with extensive experience serving family-owned enterprises and small to medium-sized businesses. With over [number of years] years of experience, he specializes in providing basic accounting services, individual tax services, and financial planning to his clients. His services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation.
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Mildred C. Mcmillan
Certified Public Accountant
Verified Licensed
Location Lewistown, Montana 59457
Mildred C. Mcmillan is a certified public accountant based in Lewistown, Montana, with over 15 years of experience in accounting and taxation. Her professional services include IRS representation and sales tax compliance, ensuring clients' financial obligations are met in accordance with tax laws and regulations. Specializing in basic accounting services, individual tax services, and small business accounting, Mcmillan works with clients in a variety of business structures, including S-Corps, partnerships, and LLCs.
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Michele M. Ayers
Certified Public Accountant
Verified Licensed
Location Lewistown, Montana 59457
Michele M. Ayers is a certified public accountant based in Lewistown, Montana, with over 14 years of experience in accounting and taxation. Her professional services include sales tax compliance, bookkeeping, and financial statement compilation, catering to the diverse needs of family-owned enterprises and businesses with various structures. With a specialization in basic accounting services, small business accounting, and tax compliance, she assists clients in navigating complex financial regulations and ensuring accurate financial reporting.
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Karen A. Sweeney
Certified Public Accountant
Verified Licensed
Location Lewistown, Montana 59457
Karen A. Sweeney is a CPA based in Lewistown, Montana, with over 15 years of experience providing accounting and tax services to various business structures and individuals. Her areas of specialization include basic accounting services, individual tax services, and tax compliance, ensuring clients' financial records are accurate and up-to-date. As an experienced IRS representative, Karen assists clients with tax disputes and negotiations, helping to resolve issues efficiently and effectively.
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Dale L. Huffine
Certified Public Accountant
Verified Licensed
Location Lewistown, Montana 59457
Dale L. Huffine is a certified public accountant based in Lewistown, Montana, with over 20 years of experience serving clients in various industries. His practice focuses on providing general accounting and advisory services to family-owned enterprises and entrepreneurs, as well as offering tax compliance and representation before the IRS. Specializing in basic accounting services, individual tax services, and tax compliance, Huffine helps clients navigate 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.