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Showing 411 to 420 of 1847 CPAs in Montana
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Carol M. Bondy
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Carol M. Bondy has over 20 years of experience providing accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses individual and business tax return preparation, payroll processing, and compliance, as well as basic accounting services and financial planning. With a focus on tax compliance, she helps clients navigate complex tax laws and regulations to minimize their tax liability. As a seasoned accounting professional, Carol M. Bondy serves clients across the Helena area, providing personalized financial guidance and support for their business and tax needs.
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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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Shanice R. Waldo
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Shanice R. Waldo, a certified public accountant based in Kalispell, Montana, has over 8 years of experience providing financial guidance to individuals and businesses. Her expertise extends to individual tax return preparation, general accounting and advisory services, basic accounting services, and individual tax services, catering to the needs of entrepreneurs, startups, and various business structures such as S-Corps and partnerships. Waldo's services also include financial planning, helping clients make informed decisions about their financial resources and goals.
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Catherine A. Wagenhals
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Catherine A. Wagenhals is a certified public accountant with over 10 years of experience in providing accounting and tax services to individuals and businesses in the Billings, Montana area. Her expertise includes basic accounting services, business tax services, and financial planning, with a focus on serving entrepreneurs and family-owned enterprises. Wagenhals also specializes in representing clients before the IRS, as well as preparing individual and business tax returns, ensuring accurate and timely filings.
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Jaqualyn I. Reinhard
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Jaqualyn I. Reinhard is a certified public accountant based in Missoula, Montana, with over 20 years of experience in the accounting field. Her practice focuses on providing bookkeeping and financial statement compilation services, as well as general accounting and advisory services to individuals and families, and family-owned enterprises. Specializing in basic accounting services, business tax services, and tax compliance, Ms. Reinhard is well-equipped to handle a wide range of financial needs.
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Laurie Brogan
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Laurie Brogan, a certified public accountant with over 15 years of experience, is based in Billings, Montana, and serves small and medium-sized businesses, as well as family-owned enterprises. Her areas of specialization include basic accounting services, tax compliance, and financial planning, providing clients with expert guidance in these key areas. Specializing in payroll processing and compliance, Laurie helps businesses navigate complex regulations and ensures timely and accurate payments to employees.
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Jack L. Meyer
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59806
Based in Missoula, Montana, Jack L. Meyer is a certified public accountant with over a decade of experience serving clients with diverse needs. With a focus on individual and business tax return preparation, he also specializes in payroll processing and compliance for a range of business structures, including S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, individual tax services, and business tax services, making him a trusted resource for entrepreneurs and startups as well as established businesses.
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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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Patricia J. Nelson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Patricia J. Nelson is a certified public accountant (CPA) based in Helena, Montana, with over 15 years of experience serving various business structures. Her areas of specialization include basic accounting services, financial planning, and tax compliance, making her a valuable resource for entrepreneurs and startup businesses. Nelson's expertise extends to retirement account tax reporting and payroll processing and compliance, ensuring her clients stay up-to-date with tax regulations and avoid potential penalties.
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Thomas A. Egley
Certified Public Accountant
Verified Licensed
Location Florence, Montana 59833
Located in Florence, Montana, Thomas A. Egley is a certified public accountant with over 15 years of experience in providing accounting services to family-owned enterprises and entrepreneurs. He specializes in basic accounting services, financial planning, and tax compliance, helping his clients navigate the complex financial landscape. With expertise in payroll processing and compliance, Egley also provides guidance on IRS representation to ensure that businesses operate within regulatory requirements.

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.