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Showing 311 to 320 of 1847 CPAs in Montana
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Jennifer E. Roberts
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Jennifer E. Roberts, a certified public accountant based in Helena, Montana, has over a decade of experience in providing expert accounting services. She specializes in basic accounting services, business tax preparation, and financial planning for family-owned enterprises and individuals. Roberts also offers sales tax compliance and bookkeeping services, ensuring accurate financial statements for clients.
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Laurie J. Aspeitia
Certified Public Accountant
Verified Licensed
Location Polson, Montana 59860
Laurie J. Aspeitia is a certified public accountant based in Polson, Montana, with over 17 years of experience providing accounting services to family-owned enterprises and small to medium-sized businesses. Her practice focuses on basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial situations and adhere to tax regulations. As a tax expert, Aspeitia also provides IRS representation and retirement account tax reporting services, ensuring her clients' tax obligations are met and their financial well-being is protected.
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Darla A. Hoffman
Certified Public Accountant
Verified Licensed
Location Glasgow, Montana 59230
Darla A. Hoffman is a certified public accountant based in Glasgow, Montana, with over 15 years of experience in providing accounting services to entrepreneurs and small business owners. Her expertise includes tax planning and consulting, as well as general accounting and advisory services that cater to the needs of family-owned enterprises and individuals. Specializing in basic accounting services, individual tax services, and small business accounting, Darla Hoffman helps clients navigate complex financial regulations and achieve their business goals.
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Kay E. Spokas
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59718
Located in Bozeman, Montana, Kay E. Spokas is a licensed CPA with over 10 years of experience providing accounting services to family-owned enterprises and entrepreneurs and startups. Her expertise includes basic accounting services, financial planning, and small business accounting, catering to the unique needs of her clients. Spokas specializes in tax reporting for retirement accounts and sales tax compliance, ensuring her clients' financial records are accurate and up-to-date.
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Randall D. Newberg
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Randall D. Newberg is a certified public accountant based in Bozeman, Montana. With over 20 years of experience in accounting and taxation, he provides expert guidance on complex financial matters. His areas of specialization include basic accounting services, individual tax services, and tax compliance, catering to the needs of entrepreneurs and small to medium-sized businesses in the region. Newberg is also well-versed in IRS representation and sales tax compliance, helping clients navigate intricate tax issues with precision and care.
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Diana W. Mattfeldt
Certified Public Accountant
Verified Licensed
Location Glasgow, Montana 59230
Diana W. Mattfeldt, a certified public accountant based in Glasgow, Montana, provides expert financial guidance to entrepreneurs and startups. With over 15 years of experience in accounting, she specializes in basic accounting services, individual tax services, and financial planning for various business structures, including S-Corps, partnerships, and LLCs. Her expertise extends to sales tax compliance and retirement account tax reporting, helping clients navigate complex financial regulations.
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Yvonne L. Pluhar
Certified Public Accountant
Verified Licensed
Location Miles City, Montana 59301
Based in Miles City, Montana, Yvonne L. Pluhar is a certified public accountant with over 20 years of experience providing accounting services to small and medium-sized businesses. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to a diverse range of business structures such as S-Corps, partnerships, and LLCs. Pluhar's expertise also extends to retirement account tax reporting and payroll processing, ensuring compliance with relevant regulations and laws.
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Karen V. Woods
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59104
Karen V. Woods is a certified public accountant based in Billings, Montana. With over 10 years of experience in providing financial expertise, she specializes in basic accounting services, small business accounting, and financial planning. Her services include retirement account tax reporting and individual and business tax return preparation, catering to the needs of small and medium-sized businesses, as well as individuals and families in the region. Her expertise has been applied to serve the financial needs of clients in a variety of industries, including small and medium-sized businesses.
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Anne M. Kloppel
Certified Public Accountant
Verified Licensed
Location Shepherd, Montana 59079
Based in Shepherd, Montana, Anne Kloppel assists individuals and businesses with financial matters, drawing on over 20 years of experience in accounting and taxation. Her practice focuses on basic accounting services, business tax services, and small business accounting, catering to a diverse range of clients including entrepreneurs, startups, and various business structures such as S-Corps, partnerships, and LLCs. Ms. Kloppel's expertise extends to tax planning and consulting, as well as retirement account tax reporting, providing comprehensive support to her clients in navigating complex financial regulations.
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Erika J. Nottingham
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Erika J. Nottingham is a certified public accountant (CPA) located in Billings, Montana, with over 10 years of experience in financial and tax services. She specializes in providing financial planning, business tax services, and basic accounting services to individuals and families, as well as small and medium-sized businesses. Her services include bookkeeping, financial statement compilation, and retirement account tax reporting, helping clients maintain accurate financial records and comply with tax regulations. Residing in Billings, Montana for more than a decade, Ms. Nottingham has developed a deep understanding of the local business and individual needs, enabling her to tailor her services effectively.

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.