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Certified Public Accountants in Montana

Find experienced CPAs in Montana who understand the state's resource-based economy, agriculture, and growing tourism sector. Montana has no sales tax but specific tax considerations for businesses and individuals. Connect with qualified professionals who serve Billings, Missoula, and communities throughout Big Sky Country..

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Showing 521 to 530 of 1847 CPAs in Montana
MV
Mitchell V. Wallace
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Located in Billings, Montana, Mitchell V. Wallace provides expert accounting services to individuals and businesses in the region. With over [number of years] years of experience in public accounting, Wallace specializes in general accounting and advisory services, tax planning and consulting, as well as basic accounting services, business tax services, and individual tax services. His areas of expertise include serving individuals and families, as well as small and medium-sized businesses, with a focus on providing tailored financial guidance and support.
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RP
Robert P. Ricker
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Located in Helena, Montana, Robert P. Ricker provides expert accounting services to entrepreneurs and startups, as well as businesses with various structures. With over 10 years of experience, he offers specialization in tax compliance, business tax services, and basic accounting services, catering to diverse business needs. His services include IRS representation, payroll processing, and compliance, supporting clients in navigating complex tax regulations.
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BA
Bradley A. Willcockson
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59601
Bradley A. Willcockson is a certified public accountant based in Helena, Montana. With over 15 years of experience, he specializes in providing comprehensive accounting and tax services to individuals and family-owned enterprises. His expertise includes individual and business tax return preparation, as well as sales tax compliance, ensuring clients meet their tax obligations accurately and efficiently. Bradley serves a diverse range of clients, including individuals, families, and small businesses, offering tailored solutions to their specific accounting needs.
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MC
Mark C. Baker
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Located in Billings, Montana, Mark C. Baker provides accounting services to clients in the local community. With over 15 years of experience in public accounting, Mark specializes in individual and business tax return preparation, as well as tax planning and consulting. He serves entrepreneurs and startups, as well as family-owned enterprises, offering expertise in basic accounting services, small business accounting, and tax compliance.
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HL
Heather L. Budd
Certified Public Accountant
Verified Licensed
Location Big Sky, Montana 59716
Heather L. Budd is a certified public accountant with over 15 years of experience serving the financial needs of family-owned enterprises and small to medium-sized businesses in Big Sky, Montana. Her expertise extends to basic accounting services, tax compliance, and business tax services, including retirement account tax reporting. Through her work in bookkeeping and financial statement compilation, Budd provides clients with a comprehensive understanding of their financial situation, which informs informed business decisions. With a focus on delivering accurate and timely financial solutions, Budd ensures that her clients' financial records accurately reflect their business operations and meet relevant tax requirements.
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DL
Dan L. Ulvila
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59901
Dan L. Ulvila is a certified public accountant based in Kalispell, Montana. With over 15 years of experience in the field, he provides general accounting and advisory services to small and medium-sized businesses, as well as family-owned enterprises. His expertise includes basic accounting services, business tax services, and tax compliance, with a focus on meeting the unique needs of each client. Ulvila's services include bookkeeping and financial statement compilation, ensuring that businesses have accurate and up-to-date financial information to inform their decision-making.
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AM
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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MD
Michael D. Morrison
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59101
Based in Billings, Montana, Michael D. Morrison is a seasoned accounting professional with over a decade of experience providing comprehensive financial solutions to family-owned enterprises and individuals. The scope of his expertise encompasses general accounting and advisory services, as well as IRS representation, ensuring clients receive accurate and timely guidance throughout the tax preparation process. With specializations in basic accounting services, individual tax services, and financial planning, Morrison's practice caters to the diverse needs of his clients, providing expert advice and support for long-term financial stability.
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JP
James P. Winchell
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, James P. Winchell is a certified public accountant with over 15 years of experience helping individuals and small businesses with their accounting needs. His specialization includes offering basic accounting services, such as financial statement preparation and budget planning, to small and medium-sized businesses. Winchell also provides tax planning and consulting services, including retirement account tax reporting, to assist clients in meeting their financial goals and complying with tax regulations.
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CM
Christine M. Lyle
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Based in Billings, Montana, Christine M. Lyle is a certified public accountant (CPA) with experience serving small and medium-sized businesses, entrepreneurs, and startups. With over years of experience, her specialization includes basic accounting services, tax compliance, and business tax services, ensuring clients meet their financial obligations and maximize tax benefits. Christine's expertise also extends to IRS representation and bookkeeping, as well as financial statement compilation, providing a comprehensive range of financial management solutions.
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Browse CPAs by City in Montana

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.