Filter Results
Filter Results
Showing 681 to 690 of 1847 CPAs in Montana
DC
Donja C. Erdman
Certified Public Accountant
Verified Licensed
Location Hamilton, Montana 59840
Donja C. Erdman, a certified public accountant based in Hamilton, Montana, brings over a decade of experience in accounting services to her clients. With a specialization in basic accounting services, business tax services, and small business accounting, she provides expert guidance on tax planning and consulting, as well as IRS representation for individuals and families, and small and medium-sized businesses. Residing in the heart of Montana, she is well-positioned to serve the unique financial needs of the local community, offering personalized accounting solutions that meet the distinct challenges of rural businesses.
ER
Edie R. Hanson
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
With over 10 years of experience in accounting and advisory services, Edie R. Hanson provides expert guidance to small and medium-sized businesses in Billings, Montana. Her practice focuses on general accounting, tax planning and consulting, allowing her to help clients navigate complex financial regulations and optimize their tax strategies. Specializing in basic accounting services and small business accounting, Hanson is well-versed in tax compliance and has a deep understanding of the unique challenges faced by entrepreneurs and startups.
L
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.
BR
Bryant R. Ortt
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Bryant R. Ortt is a Certified Public Accountant based in Billings, Montana. With over 15 years of experience, he provides a range of accounting services to small and medium-sized businesses, including various business structures such as S-Corps, Partnerships, and LLCs. His expertise encompasses basic accounting services, small business accounting, and individual tax services, with a focus on bookkeeping and financial statement compilation. He also assists clients with sales tax compliance, helping them navigate the complexities of tax regulations.
JL
Jody L. Hellegaard
Certified Public Accountant
Verified Licensed
Location Havre, Montana 59501
Havre-based certified public accountant Jody L. Hellegaard provides accounting and taxation services to individuals and family-owned enterprises in north-central Montana. With over 15 years of experience, she specializes in basic accounting services, individual tax services, and small business accounting, helping clients navigate financial complexities and regulatory requirements. Notably, Jody offers IRS representation services, assisting clients in resolving tax disputes and ensuring compliance with tax laws and regulations.
JM
Jeanette M. Manley
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59808
Based in Missoula, Montana, Jeanette M. Manley provides accounting expertise to various clients, including small and medium-sized businesses and individuals and families. With over 15 years of experience, she specializes in basic accounting services, small business accounting, and business tax services. Her services encompass general accounting and advisory, as well as retirement account tax reporting, helping clients navigate their financial complexities.
JA
Jennifer A. Lorash
Certified Public Accountant
Verified Licensed
Location Columbus, Montana 59019
Jennifer A. Lorash is a certified public accountant based in Columbus, Montana, offering expert guidance to small and medium-sized businesses in various structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience in providing general accounting and advisory services, Lorash excels in areas such as basic accounting, business tax, and financial planning. She is committed to assisting clients with tax planning and consulting, ensuring compliance with regulatory requirements and minimizing tax liabilities.
DC
David C. Hergesheimer
Certified Public Accountant
Verified Licensed
Location Kalispell, Montana 59904
Based in Kalispell, Montana, David C. Hergesheimer is a certified public accountant with over a decade of experience serving entrepreneurs and startups, as well as small and medium-sized businesses. His expertise includes basic accounting services, tax compliance, and small business accounting, making him a valuable resource for business owners navigating complex financial regulations. David's services also extend to payroll processing and compliance, ensuring clients meet their tax obligations and stay up-to-date with changing regulations, and he represents clients in matters before the IRS.
DJ
Dwaine J. Iverson
Certified Public Accountant
Verified Licensed
Location Shelby, Montana 59474
Based in Shelby, Montana, Dwaine J. Iverson is a certified public accountant providing accounting and tax services to family-owned enterprises and various business structures. With over 15 years of experience in basic accounting services, business tax services, and tax compliance, he offers expert guidance on General Accounting & Advisory, helping clients navigate financial complexities. His services include Individual & Business Tax Return Preparation, as well as comprehensive financial planning and consulting tailored to meet the unique needs of small businesses and individuals.
MA
Michael A. Tobiason
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59103
Based in Billings, Montana, Michael A. Tobiason is a seasoned accountant with over 15 years of experience in providing comprehensive tax and financial services. As a certified public accountant, he offers expert guidance on individual and business tax return preparation, ensuring compliance with relevant tax laws and regulations. Specializing in basic accounting services, tax compliance, and business tax services, Tobiason has assisted numerous individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.

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.