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Showing 61 to 70 of 1847 CPAs in Montana
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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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Kalani K. Cowles
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59715
Kalani K. Cowles has been serving clients in Bozeman, Montana since 2003. She specializes in basic accounting services, individual tax services, and tax compliance for small and medium-sized businesses, as well as various business structures such as S-corps, partnerships, and LLCs. Services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, which often involve navigating complex tax laws and regulations to ensure accurate and compliant filings.
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Karen N. Ford
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59602
Karen N. Ford is a certified public accountant based in Helena, Montana, boasting over a decade of experience in the field. Her practice focuses on general accounting and advisory services, including bookkeeping and financial statement compilation, as well as business tax services and tax compliance. Specializing in basic accounting services for small businesses and family-owned enterprises, Karen also provides expertise to S-Corps, partnerships, and LLCs in Montana.
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Jacquelyn M. Frank
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59624
Based in Helena, Montana, Jacquelyn M. Frank is a certified public accountant with over a decade of experience in providing financial services. Her areas of specialization include basic accounting services, small business accounting, and individual tax services, catering to the needs of entrepreneurs and small to medium-sized businesses. Frank's services also extend to individual and business tax return preparation, as well as IRS representation, ensuring clients receive accurate and timely financial support.
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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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Gabrielle R. Hopkins
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59405
Gabrielle R. Hopkins is a certified public accountant based in Great Falls, Montana. With over 15 years of experience in the field, she specializes in providing tax planning and consulting services, as well as bookkeeping and financial statement compilation to individuals and families. Her expertise also extends to small and medium-sized businesses, focusing on basic accounting services, tax compliance, and small business accounting needs.
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Robert A. Thennis
Certified Public Accountant
Verified Licensed
Location Great Falls, Montana 59401
Based in Great Falls, Montana, Robert A. Thennis has over 15 years of experience serving entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. His services encompass basic accounting, small business accounting, and tax compliance, including retirement account tax reporting and payroll processing and compliance. With a focus on tax compliance and payroll processing, Thennis helps clients navigate complex regulations and ensures accurate financial reporting.
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Douglas N. Shanley
Certified Public Accountant
Verified Licensed
Location Bozeman, Montana 59718
Bozeman, Montana-based certified public accountant Douglas N. Shanley has over 20 years of experience providing tax and accounting services to individuals and families, entrepreneurs, and startups. His areas of specialization include basic accounting services, business tax services, and small business accounting, as well as IRS representation and individual and business tax return preparation. Douglas serves a diverse range of clients, from those seeking personal tax guidance to small business owners requiring comprehensive accounting solutions.
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Shandell M. Vandonsel
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59620
Shandell M. Vandonsel is a certified public accountant based in Helena, Montana, with over 15 years of experience providing financial guidance to various clients. She specializes in individual tax services, business tax services, and basic accounting services, catering to the needs of small and medium-sized businesses, as well as individuals and families. Shandell's expertise encompasses tax reporting for retirement accounts, payroll processing, and compliance services. She helps clients navigate the complexities of tax laws and regulations to ensure accurate and timely compliance.
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Virginia L. Pfankuch
Certified Public Accountant
Verified Licensed
Location Helena, Montana 59604
Based in Helena, Montana, Virginia L. Pfankuch is a licensed Certified Public Accountant (CPA) with over 15 years of experience providing financial guidance to individuals and businesses. Her professional expertise encompasses tax compliance, business tax services, and basic accounting, catering to a diverse range of clients including individuals, families, and various business structures such as S-Corps and partnerships. Pfankuch's services include tax planning and consulting, as well as expert retirement account tax reporting, helping clients navigate complex tax laws and optimize their financial situations.

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.