Filter Results
Filter Results
Showing 351 to 360 of 1847 CPAs in Montana
EA
Elizabeth A. Oleson
Certified Public Accountant
Verified Licensed
Location Huson, Montana 59846
Located in Huson, Montana, Elizabeth A. Oleson provides a range of accounting services to meet the diverse needs of her clients. With over 15 years of experience, she specializes in basic accounting services, individual tax services, and business tax services, helping individuals and families as well as small and medium-sized businesses manage their finances and stay compliant with tax regulations. One notable service she offers is retirement account tax reporting, ensuring that her clients' retirement savings are optimized for tax efficiency.
JM
Jeff M. Montag
Certified Public Accountant
Verified Licensed
Location Mcallister, Montana 59740
Located in Mcallister, Montana, Jeff M. Montag provides tax planning and consulting services tailored to meet the needs of small and medium-sized businesses and individuals and families. With over 15 years of experience in basic accounting services, individual tax services, and tax compliance, Montag offers expertise in payroll processing and compliance, helping his clients navigate complex tax regulations. His specialization in tax compliance ensures that clients are in alignment with relevant tax laws and codes, providing a solid foundation for their financial well-being.
C
Christine French
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, Christine French is a certified public accountant (CPA) with over a decade of experience providing expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. She offers comprehensive payroll processing and compliance solutions, ensuring businesses stay up-to-date with changing regulations. Christine's expertise extends to general accounting and advisory services, as well as individual tax services, catering to the diverse needs of family-owned enterprises. Her specialization in basic accounting services and small business accounting enables her to deliver tailored support to clients.
DK
David K. Johnson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
David K. Johnson is a certified public accountant based in Helena, Montana, boasting 15 years of experience in the field. Specializing in small business accounting and individual tax services, he has developed expertise in meeting the unique financial needs of entrepreneurs and startups. His services include sales tax compliance and retirement account tax reporting, providing comprehensive support to clients in managing their financial obligations.
JG
Jason G. Jones
Certified Public Accountant
Verified Licensed
Location Deer Lodge, Montana 59722
As a certified public accountant, Jason G. Jones has been serving small and medium-sized businesses in Deer Lodge, Montana, for over 15 years. His areas of specialization include basic accounting services, tax compliance, and small business accounting, which cater to a variety of business structures such as S-Corps, partnerships, and LLCs. Additionally, Jones provides tax planning and consulting services, as well as bookkeeping and financial statement compilation, to help clients meet their financial needs and stay compliant with regulatory requirements.
DJ
Danelle J. Reisch
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Danelle J. Reisch is a certified public accountant based in Whitefish, Montana, with over a decade of experience providing accounting services to entrepreneurs and startups, as well as individuals and families. Her areas of specialization include basic accounting services, financial planning, and tax compliance. Reisch offers customized payroll processing and compliance solutions, as well as bookkeeping and financial statement compilation services, helping businesses and individuals maintain accurate financial records.
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.
SK
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.
BM
Brent M. Layman
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Brent M. Layman is a certified public accountant based in Helena, Montana with over 10 years of experience in accounting and financial services. He specializes in providing general accounting and advisory services to individuals and families, as well as business tax services and financial planning to family-owned enterprises. Layman's expertise encompasses basic accounting services, including financial statement preparation and budgeting, and he is well-versed in Montana's tax laws and regulations.
KJ
Kimberly J. Wilkinson
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59903
Kalispell-based CPA Kimberly J. Wilkinson brings over 10 years of experience in financial planning, tax planning and consulting, and bookkeeping and financial statement compilation. Her areas of specialization include basic accounting services, financial planning, and small business accounting, with a focus on helping individuals and families, as well as small and medium-sized businesses, achieve their financial goals. Kimberly's expertise lies in providing tailored tax planning and consulting services to meet the unique needs of her clients, including those with complex financial situations or multiple business entities.

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.