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Showing 511 to 520 of 1847 CPAs in Montana
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Jared P. Gage
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, Jared P. Gage is a certified public accountant with over 15 years of experience in serving entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. He specializes in providing financial planning and basic accounting services to individuals and businesses, with a focus on individual tax services and sales tax compliance. With expertise in tax return preparation for individuals and businesses, Mr. Gage assists clients in meeting their financial planning and tax obligations.
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T. W. Koepke
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre-based certified public accountant T. W. Koepke has been providing accounting services to businesses and individuals since 2005. Dedicated to serving a range of industries, including family-owned enterprises and entities with various business structures, Koepke offers expertise in basic accounting services, financial planning, and tax compliance. His firm's comprehensive services include general accounting and advisory, as well as specialized payroll processing and compliance support, helping clients navigate complex financial regulations.
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Dela J. Chatriand
Certified Public Accountant
Verified Licensed
Location Townsend, Montana 59644
Dela J. Chatriand is a certified public accountant with over 15 years of experience in bookkeeping and financial statement compilation. Based in Townsend, Montana, she provides general accounting and advisory services to family-owned enterprises and individuals and families. Her specialization in basic accounting services and small business accounting enables her to provide comprehensive financial planning and support to her clients. Del J. Chatriand's experience spans financial statement compilation, general ledger management, and financial analysis, making her a valuable resource for businesses and individuals seeking expert accounting guidance.
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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.
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Carol Blessinger
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Based in Helena, Montana, Carol Blessinger provides accounting services to various clients in the region. With over 10 years of experience in the field, she specializes in general accounting and advisory services, as well as retirement account tax reporting. Her areas of expertise include basic accounting services, tax compliance, and individual tax services, making her a valuable resource for small and medium-sized businesses, as well as family-owned enterprises.
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John H. Poelman
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Located in Helena, Montana, John H. Poelman has been providing accounting services since 1998. His practice focuses on helping family-owned enterprises and small to medium-sized businesses achieve their financial goals through tax planning and consulting, as well as bookkeeping and financial statement compilation. Specializing in basic accounting services, small business accounting, and individual tax services, Mr. Poelman brings extensive experience to his clients in areas such as financial statement preparation and financial planning.
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Sarah C. Hickey
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59802
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Melissa I. Beck
Certified Public Accountant
Verified Licensed
Location Libby, Montana 59923
Based in Libby, Montana, Melissa I. Beck is a certified public accountant with over 20 years of experience providing accounting services to entrepreneurs and startups. Her specialization in financial planning and business tax services enables her to help clients navigate complex tax laws and regulations. Ms. Beck's expertise extends to various business structures, including S-Corps, partnerships, and LLCs, as well as IRS representation and bookkeeping and financial statement compilation services.
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Ray A. Curtis
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Based in Billings, Montana, Ray A. Curtis provides accounting services to small and medium-sized businesses, entrepreneurs, and startups. With over 15 years of experience, Curtis specializes in basic accounting services, small business accounting, and individual tax services, helping clients navigate complex financial situations. As a certified public accountant, Curtis offers tax return preparation services for individuals and businesses, including representation before the IRS for those facing tax audit or collection issues.
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Jay E. Trotter
Certified Public Accountant
Verified Licensed
Location Richey, Montana 59259
Trotter is a certified public accountant in Richey, Montana, providing accounting services to small and medium-sized businesses, as well as individual clients and families. With over 15 years of experience, his expertise includes basic accounting services, small business accounting, and tax compliance for various industries. He specializes in preparing individual and business tax returns and ensuring compliance with payroll processing and tax regulations. Trotter's extensive knowledge and experience help businesses and individuals navigate complex financial matters and ensure accurate tax compliance.

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.