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Polson
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Polson
Showing 1 to 10 of 15 CPAs in Polson, Montana
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Ross E. Leckie
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Located in Polson, Montana, Ross E. Leckie is a certified public accountant with over 15 years of experience providing general accounting and advisory...
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Shawn Morrow
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Nevada
Based in Polson, Montana, Shawn Morrow operates as a certified public accountant. With over 10 years of experience in the field, Morrow specializes in...
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James M. Oates
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
James M. Oates is a licensed certified public accountant based in Polson, Montana, with over 15 years of experience serving clients in various busines...
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Ryan S. Gage
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Ryan S. Gage is a licensed CPA with extensive experience serving clients in Polson, Montana. With over a decade of experience in general accounting an...
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Laurie J. Aspeitia
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in California
Laurie J. Aspeitia is a certified public accountant based in Polson, Montana, with over 17 years of experience providing accounting services to family...
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Ronnie R. Davis
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Ronnie R. Davis is a certified public accountant based in Polson, Montana. With over 15 years of experience in accounting and taxation, he provides va...
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Cynda M. Dooley
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Cynda M. Dooley is a certified public accountant based in Polson, Montana, with over 10 years of experience serving small and medium-sized businesses,...
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Jodi O. Marrinan
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Based in Polson, Montana, Jodi O. Marrinan has been a certified public accountant for over 15 years, providing accounting services to entrepreneurs an...
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Karen J. Ratcliff
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Virginia
Based in Polson, Montana, Karen J. Ratcliff provides accounting services to clients across various industries. With over 10 years of experience, Karen...
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Melanie F. Buckless
Certified Public Accountant
Verified Licensed
Location Polson, Montana Licensed in Montana
Melanie F. Buckless is a certified public accountant (CPA) in Polson, Montana, with over a decade of experience providing expert accounting services....

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.