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Showing 801 to 810 of 1847 CPAs in Montana
CA
Carl A. Rummel
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Based in Missoula, Montana, Carl A. Rummel is a certified public accountant with over 15 years of experience in serving various industries, including family-owned enterprises and individuals and families. His specialization in basic accounting services, small business accounting, and financial planning enables him to cater to the diverse needs of his clients. Rummel also provides expertise in retirement account tax reporting and payroll processing and compliance, ensuring his clients are in compliance with relevant tax laws.
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Troy D. O'Connor
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59106
Based in Billings, Montana, Troy D. O'Connor has provided expert accounting services to small and medium-sized businesses and family-owned enterprises for over 15 years. His areas of specialization include basic accounting services, business tax services, and tax compliance, helping clients navigate complex financial regulations. O'Connor also offers specialized services in payroll processing and sales tax compliance, ensuring seamless financial management for his clients.
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Patricia M. Stanfill
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Based in Billings, Montana, Patricia M. Stanfill brings over 10 years of experience serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her expertise lies in providing basic accounting services, business tax services, and small business accounting, with a focus on meeting the complex needs of local businesses. Notably, Stanfill specializes in sales tax compliance and payroll processing & compliance, helping her clients navigate the intricacies of tax regulations and avoid potential penalties.
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Marilyn T. Harmon
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59105
Marilyn T. Harmon is a certified public accountant (CPA) based in Billings, Montana, with over 20 years of experience in the field. With a specialization in financial planning and small business accounting, she provides bookkeeping and financial statement compilation services to a diverse range of clients, including entrepreneurs and startups. Her expertise in sales tax compliance is another key area of focus, particularly for small and medium-sized businesses navigating complex tax regulations.
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Jerry M. Waller
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Located in Billings, Montana, Jerry M. Waller provides specialized accounting services to individual and business clients. With over 15 years of experience, Mr. Waller's expertise includes tax compliance, payroll processing, and sales tax compliance, catering to the needs of entrepreneurs and startups. His areas of specialization include basic accounting services, tax consulting, and individual tax services, focusing on the unique financial needs of individuals and families.
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Timothy M. Rock
Certified Public Accountant
Verified Licensed
Location White Sulphur Springs, Montana 59645
Based in White Sulphur Springs, Montana, Timothy M. Rock provides accounting services to clients in the region. With over [number] years of experience in public accounting, he specializes in individual and business tax return preparation, bookkeeping, and financial statement compilation. His areas of expertise include basic accounting services, financial planning, and business tax services, catering to individuals and families, as well as entrepreneurs and startups.
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Jacob S. Jensen
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59803
Jacob S. Jensen is a certified public accountant based in Missoula, Montana, with over 12 years of experience in tax and accounting services. He specializes in providing individual and business tax return preparation, as well as sales tax compliance, to small and medium-sized businesses and family-owned enterprises in various industries. Jensen's expertise also encompasses basic accounting services and individual tax services, ensuring that his clients' financial records are accurately maintained and their tax obligations are fulfilled.
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Janice M. Schweitzer
Certified Public Accountant
Verified Licensed
Location Missoula, Montana 59801
Janice M. Schweitzer is a licensed CPA based in Missoula, Montana, serving the region since 2005.
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Terry J. Sheppard
Certified Public Accountant
Verified Licensed
Location Ovando, Montana 59854
Terry J. Sheppard is a certified public accountant residing in Ovando, Montana, with over ten years of experience serving diverse clients. He specializes in basic accounting services, business tax services, and small business accounting, providing tailored support to entrepreneurs and startups, as well as family-owned enterprises. As a seasoned tax professional, Terry assists clients with tax planning and consulting, and prepares individual and business tax returns, offering expert guidance throughout the tax preparation process.
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Linda K. Grimm
Certified Public Accountant
Verified Licensed
Location Billings, Montana 59102
Linda K. Grimm, a certified public accountant based in Billings, Montana, provides financial guidance to family-owned enterprises and small to medium-sized businesses in the region. With over 15 years of experience in accounting and financial planning, Grimm specializes in basic accounting services, small business accounting, and financial planning. Her expertise includes sales tax compliance and payroll processing & compliance, which are essential components of her clients' financial operations. Grimm's services are tailored to meet the unique needs of her clients, helping them navigate complex financial matters and achieve their long-term goals.

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.