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Showing 201 to 210 of 1847 CPAs in Montana
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Colette S. Merritt
Certified Public Accountant
Verified Licensed
Location Livingston, Montana 59047
Residing in Livingston, Montana, Colette S. Merritt brings over a decade of experience as a certified public accountant, providing specialized support to family-owned enterprises and various business structures including S-Corps, partnerships, and LLCs. Her expertise encompasses tax planning and consulting, payroll processing and compliance, basic accounting services, and individual tax services, ensuring clients meet their financial obligations and capitalize on tax-saving opportunities. Merritt maintains a focus on tax compliance, guiding clients through complex regulatory landscapes and ensuring accurate, timely filings with relevant authorities.
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Steven H. Williamson
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
As a licensed CPA with over 13 years of experience, Steven H. Williamson provides accounting services to entrepreneurs and startups, as well as small and medium-sized businesses in Bozeman, Montana. With specializations in basic accounting services, business tax services, and small business accounting, he offers expertise in areas such as financial statement preparation and income tax compliance. Notably, Williamson stays up-to-date on sales tax compliance requirements, ensuring his clients remain compliant with state and local regulations.
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Edith T. Sellars
Certified Public Accountant
Verified Licensed
Location Bigfork, Montana 59911
Edith T. Sellars is a certified public accountant with over 15 years of experience, based in Bigfork, Montana. Her services include bookkeeping and financial statement compilation, as well as general accounting and advisory services for individuals, families, and small and medium-sized businesses. Specializing in basic accounting services, small business accounting, and financial planning, Sellars provides expert guidance and support to help clients achieve their financial goals. She has established a strong reputation in the region for her thorough and reliable work, with a focus on delivering tailored solutions that meet the unique needs of each client.
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Steve K. Bruggeman
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Steve K. Bruggeman is a certified public accountant based in Billings, Montana, with over 25 years of experience in public accounting. His expertise includes individual and business tax return preparation, as well as general accounting and advisory services for small and medium-sized businesses. As a seasoned tax professional, Bruggeman specializes in tax compliance for various business structures, including S-Corps, partnerships, and LLCs, and provides basic accounting services to support business growth and financial stability.
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Timothy G. Olson
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59806
Based in Missoula, Montana, Timothy G. Olson is a certified public accountant with extensive expertise in financial planning and tax compliance. With over 10 years of experience in providing accounting services, he specializes in basic accounting services, financial planning, and tax compliance for individuals and families, as well as small and medium-sized businesses. Olson's accounting services include bookkeeping and financial statement compilation, payroll processing and compliance, and personalized financial planning tailored to clients' specific needs.
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Steven J. Markovich
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59105
Located in Billings, Montana, Steven J. Markovich is a seasoned public accountant with over 20 years of experience in providing expert accounting and tax services. He specializes in offering basic accounting services, tax compliance, and small business accounting, catering to the needs of small and medium-sized businesses, as well as individuals and families. In addition to his primary services, Markovich offers sales tax compliance and payroll processing & compliance, ensuring that his clients are in full compliance with state and federal regulations.
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Aaron F. Funk
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Aaron F. Funk is a certified public accountant based in Helena, Montana, with over 15 years of experience. He specializes in providing basic accounting services, focusing on small business accounting and business tax services, which cater to the unique needs of individuals, families, and small to medium-sized enterprises. Funk's expertise also includes tax planning and consulting, financial statement compilation, and bookkeeping services, making him a valuable resource for those seeking professional guidance in financial matters.
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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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Leland A. Chase
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Leland A. Chase, a Bozeman-based certified public accountant, has over 15 years of experience serving small and medium-sized businesses. His expertise includes providing basic accounting services, ensuring tax compliance, and handling sales tax compliance for family-owned enterprises and small business clients. Chase specializes in tax compliance, retirement account tax reporting, and small business accounting, offering expert guidance to business owners in navigating complex financial regulations.
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Wayne D. Iwen
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59771
Located in Bozeman, Montana, Wayne D. Iwen is a certified public accountant with over 25 years of experience in finance and accounting. He specializes in general accounting and advisory services, as well as tax planning and consulting for businesses and individuals. With a focus on serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, Iwen provides comprehensive accounting services that cater to diverse needs. He is also experienced in providing basic accounting services and individual tax services, helping 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.