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Certified Public Accountants in Montana

Find experienced CPAs in Montana who understand the state's resource-based economy, agriculture, and growing tourism sector. Montana has no sales tax but specific tax considerations for businesses and individuals. Connect with qualified professionals who serve Billings, Missoula, and communities throughout Big Sky Country..

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Showing 221 to 230 of 1847 CPAs in Montana
SD
Sara D. Smith
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Sara D. Smith is a certified public accountant (CPA) based in Missoula, Montana, with over 10 years of experience providing accounting services to entrepreneurs and small businesses. Her areas of specialization include financial planning, basic accounting services, and small business accounting, catering primarily to family-owned enterprises and startups. Smith's expertise extends to sales tax compliance and IRS representation, helping businesses navigate complex tax regulations and resolve disputes with the Internal Revenue Service.
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Megan E. Connors
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Megan E. Connors is a certified public accountant with over 10 years of experience providing tax and accounting expertise to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Her service portfolio includes sales tax compliance, payroll processing and compliance, and individual tax services, with a focus on basic accounting services and tax compliance for small to medium-sized businesses. With a deep understanding of complex tax laws and regulations, Ms. Connors ensures her clients remain compliant with all relevant tax authorities and regulatory bodies.
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Margie L. Arnst
Certified Public Accountant
Verified Licensed
Location Fort Benton, Montana 59442
Based in Fort Benton, Montana, Margie L. Arnst is a certified public accountant with over a decade of experience. Her expertise spans various business structures, including S-Corps, partnerships, and LLCs, serving entrepreneurs and startups. Arnst provides specialized services in sales tax compliance and IRS representation, as well as offering basic accounting services, individual tax services, and financial planning. With a focus on comprehensive financial guidance, Arnst helps clients navigate complex tax laws and financial regulations.
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Christine M. Lyle
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Based in Billings, Montana, Christine M. Lyle is a certified public accountant (CPA) with experience serving small and medium-sized businesses, entrepreneurs, and startups. With over years of experience, her specialization includes basic accounting services, tax compliance, and business tax services, ensuring clients meet their financial obligations and maximize tax benefits. Christine's expertise also extends to IRS representation and bookkeeping, as well as financial statement compilation, providing a comprehensive range of financial management solutions.
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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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Michelle J. Van Velkinburgh
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Michelle J. Van Velkinburgh is a certified public accountant (CPA) located in Bozeman, Montana. With over 17 years of experience in accounting and tax preparation, she specializes in providing basic accounting services, individual tax services, and small business accounting to various business structures, including S-corps, partnerships, and LLCs. Her unique approach to accounting involves offering tax return preparation services for both individuals and businesses, allowing her to cater to the diverse needs of entrepreneurs and startups in the region.
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EA
Elizabeth A. Nelson
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Elizabeth A. Nelson is a certified public accountant with over 15 years of experience, serving clients in Sidney, Montana. She specializes in providing basic accounting services, tax compliance, and financial planning to entrepreneurs and family-owned enterprises. Nelson's expertise also extends to bookkeeping and financial statement compilation, and ensuring sales tax compliance for her clients. Her background in accounting and finance enables her to deliver accurate and timely financial guidance to meet the unique needs of each business.
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TA
Tod A. Trueblood
Certified Public Accountant
Verified Licensed
Location Columbia Falls, Montana 59912
Tod A. Trueblood is a certified public accountant (CPA) based in Columbia Falls, Montana. With over 15 years of experience in accounting and finance, he specializes in providing bookkeeping and financial statement compilation services to small and medium-sized businesses, as well as tax compliance and business tax services for various business structures, including S-Corps, partnerships, and LLCs. Trueblood's expertise also encompasses basic accounting services, helping clients manage their financial records and make informed business decisions.
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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.
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LM
Lisa M. Swallow
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59804
Lisa M. Swallow is a certified public accountant with over 15 years of experience providing accounting services to individuals and families in Missoula, Montana. Her professional focus includes general accounting, tax planning, and financial planning, drawing on her expertise in basic accounting services, tax compliance, and financial planning. Serving entrepreneurs and startups in addition to individual clients, Swallow's background enables her to address a range of accounting needs, from financial management to tax compliance.
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Browse CPAs by City in Montana

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.