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Showing 1761 to 1770 of 1847 CPAs in Montana
KL
Kerry L. Greenwood
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Kerry L. Greenwood is a certified public accountant based in Havre, Montana, with over 15 years of experience in providing bookkeeping and financial statement compilation services. Her practice focuses on serving entrepreneurs and startups, as well as family-owned enterprises, with expertise in basic accounting services, business tax services, and individual tax services. Notably, Greenwood also specializes in ensuring sales tax compliance for her clients, helping them navigate complex tax regulations and avoid potential penalties.
JC
James C. Kato
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Based in Havre, Montana, James C. Kato is a certified public accountant with a proven track record of providing expert accounting and financial services to small businesses and family-owned enterprises. With over 10 years of experience in basic accounting, financial planning, and small business accounting, Kato specializes in handling complex financial situations and providing personalized advice to his clients. His services include sales tax compliance, payroll processing and compliance, as well as financial planning and analysis, serving a variety of business structures including S-Corps, partnerships, and limited liability companies.
TW
T. W. Koepke
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre-based certified public accountant T. W. Koepke has been providing accounting services to businesses and individuals since 2005. Dedicated to serving a range of industries, including family-owned enterprises and entities with various business structures, Koepke offers expertise in basic accounting services, financial planning, and tax compliance. His firm's comprehensive services include general accounting and advisory, as well as specialized payroll processing and compliance support, helping clients navigate complex financial regulations.
JL
Jody L. Hellegaard
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre-based certified public accountant Jody L. Hellegaard provides accounting and taxation services to individuals and family-owned enterprises in north-central Montana. With over 15 years of experience, she specializes in basic accounting services, individual tax services, and small business accounting, helping clients navigate financial complexities and regulatory requirements. Notably, Jody offers IRS representation services, assisting clients in resolving tax disputes and ensuring compliance with tax laws and regulations.
ER
Eileen R. Richardson
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre's Eileen R. Richardson has been providing tax and accounting services to family-owned enterprises and small to medium-sized businesses since 2007. With a specialization in basic accounting services, business tax services, and financial planning, she offers expertise in helping clients navigate complex financial situations and optimize their tax strategies. Her services include retirement account tax reporting and IRS representation, ensuring that clients receive accurate and timely support in all aspects of their financial needs.
JN
Julie N. Siemens
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Julie N. Siemens is a licensed CPA with over 20 years of experience in public accounting. Based in Havre, Montana, she specializes in providing basic accounting services and financial planning to small and medium-sized businesses, as well as entrepreneurs and startups. Her services also include payroll processing and compliance, as well as general accounting and advisory work, particularly in business tax services.
DD
Darcy D. Reum
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Darcy D. Reum is a certified public accountant with over 15 years of experience serving clients in Havre, Montana. Her expertise lies in bookkeeping and financial statement compilation for small businesses and individuals, ensuring accurate records and compliance with regulatory requirements. As a dedicated tax professional, Reum prepares individual and business tax returns, leveraging her knowledge of tax laws and regulations to minimize liabilities and maximize deductions.
DA
Dana A. Fisher
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre accountant Dana A. Fisher has over a decade of experience in providing financial guidance to family-owned enterprises and various business structures. She specializes in tax planning and consulting, as well as individual and business tax return preparation, serving S-Corps, partnerships, and LLCs. Focused on basic accounting services, business tax services, and individual tax services, Fisher works closely with clients to address their unique financial needs.
CR
Curtis R. Lineweaver
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Curtis R. Lineweaver, a certified public accountant located in Havre, Montana, has over 20 years of experience in accounting and taxation. With a focus on individual and small business clients, Lineweaver provides specialized services in basic accounting, tax compliance, and small business accounting. Lineweaver's expertise also includes tax preparation and reporting for retirement accounts, as well as IRS representation for clients facing tax issues.
GW
Gordon W. Thompson
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Gordon W. Thompson is a certified public accountant based in Havre, Montana. With over 15 years of experience, he provides expert guidance in basic accounting services, individual tax services, and small business accounting. His specialties include working with entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Thompson is also skilled in IRS representation and sales tax compliance, helping clients navigate complex tax issues and ensure regulatory 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.