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Showing 401 to 410 of 1847 CPAs in Montana
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Charles J. Lusky
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Based in Billings, Montana, Charles J. Lusky provides expert accounting services to small and medium-sized businesses and entrepreneurs. With over 20 years of experience in providing Basic Accounting Services, Small Business Accounting, and Business Tax Services, Mr. Lusky offers comprehensive support for financial planning and tax preparation needs. Specializing in IRS Representation and individual & business tax return preparation, Mr. Lusky helps clients navigate complex tax laws and regulations.
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S. M. White
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, S. M. White provides a range of accounting and advisory services to small and medium-sized businesses and family-owned enterprises. With over years of experience, White specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial landscapes. Notably, White's practice includes sales tax compliance, ensuring businesses in the state of Montana remain in adherence with tax regulations. As a certified public accountant, White serves clients in Helena and surrounding areas, leveraging expertise in general accounting and advisory services to drive informed decision-making and growth.
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Danielle R. Vincent
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Based in Helena, Montana, Danielle R. Vincent is a seasoned professional offering a range of accounting services to clients in the state. With over 15 years of experience in finance and accounting, she specializes in providing Basic Accounting Services, Small Business Accounting, and Financial Planning to Individuals and Families, as well as Small and Medium-Sized Businesses. Her comprehensive services include Retirement Account Tax Reporting and Sales Tax Compliance, ensuring clients are in full compliance with tax regulations.
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Kerisa M. Armstrong
Certified Public Accountant
Verified Licensed
Location Clancy, Montana 59634
Kerisa M. Armstrong is a certified public accountant based in Clancy, Montana, with over 10 years of experience serving various business structures and individual clients. Her services include tax planning and consulting, sales tax compliance, and basic accounting services tailored to meet the needs of diverse clients. Armstrong's expertise extends to individual tax services and financial planning, helping families and business owners navigate complex financial situations. As a seasoned accountant, Armstrong has helped numerous clients in Clancy and surrounding areas achieve financial stability and growth through her specialized knowledge and guidance.
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Diana L. Clark
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59804
Diana L. Clark, a certified public accountant with over 20 years of experience, serves the Missoula, Montana community. Her practice focuses on providing tax planning and consulting services, as well as individual and business tax return preparation, to meet the diverse needs of her clients. With expertise in basic accounting services, business tax services, and financial planning, Clark is well-equipped to address the unique financial challenges faced by individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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Sonia J. Hansen
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Located in Kalispell, Montana, Sonia J. Hansen provides financial guidance to individuals and businesses across the region. With over 20 years of experience, she specializes in basic accounting services, financial planning, and tax compliance for various business structures, including S-Corps, partnerships, and LLCs. Hansen's expertise includes IRS representation, individual and business tax return preparation, and assistance with tax-related matters.
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Karen L. Simpson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Karen L. Simpson is a certified public accountant based in Helena, Montana. With over 15 years of experience in providing financial guidance to individuals and businesses, she specializes in basic accounting services, financial planning, and individual tax services. Her areas of expertise include tax planning and consulting for various business structures, such as S-Corps, partnerships, and LLCs, as well as individual and family tax return preparation. She serves clients in the Helena area, offering customized tax planning solutions to meet their unique needs.
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Kenda J. Young
Certified Public Accountant
Verified Licensed
Location Plentywood, Montana 59254
Kenda J. Young is a certified public accountant based in Plentywood, Montana. With over 10 years of experience in public accounting, she provides expert tax planning and consulting services to small and medium-sized businesses, entrepreneurs, and startups. Her specialization in basic accounting services, tax compliance, and financial planning enables her to offer tailored solutions to clients in various industries. Young also provides bookkeeping and financial statement compilation services to support businesses in their financial decision-making processes.
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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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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.

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.