Certified Public Accountants in Shepherd, 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 1 to 5 of 5 CPAs in Shepherd, Montana

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Ruby J. Ennis

Certified Public Accountant

Verified Licensed

Location Shepherd, Montana 59079

Ruby J. Ennis is a certified public accountant (CPA) based in Shepherd, Montana, with over 15 years of experience in providing accounting services to small and medium-sized businesses, as well as entrepreneurs and startups. Her areas of specialization include basic accounting services, business tax services, and small business accounting. She offers bookkeeping and financial statement compilation services to ensure accurate financial records and informed business decisions. With expertise in general accounting and advisory services, Ruby J. Ennis helps businesses navigate complex financial issues and achieve long-term success.

SF

Susan F. Lynch

Certified Public Accountant

Verified Licensed

Location Shepherd, Montana 59079

Susan F. Lynch is a certified public accountant based in Shepherd, Montana, with over 15 years of experience providing accounting services to small and medium-sized businesses. Her specialties include basic accounting services, financial planning, and tax compliance, as well as payroll processing and compliance. Lynch's expertise extends to assisting family-owned enterprises with their financial needs, including individual and business tax return preparation. As a seasoned professional in the field of taxation, Lynch stays up-to-date on the latest laws and regulations to ensure her clients receive accurate and timely financial guidance.

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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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Rachel E. Christoferson

Certified Public Accountant

Verified Licensed

Location Shepherd, Montana 59079

Rachel E. Christoferson is a certified public accountant serving clients in Shepherd, Montana, with over a decade of experience providing financial expertise. Her areas of specialization include basic accounting services, tax compliance, and financial planning, with a focus on meeting the unique needs of entrepreneurs and family-owned enterprises. Christoferson's services encompass retirement account tax reporting, bookkeeping, and financial statement compilation, helping clients maintain accurate records and stay compliant with tax regulations.

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Kristin A. Greb

Certified Public Accountant

Verified Licensed

Location Shepherd, Montana 59079

Based in Shepherd, Montana, Kristin A. Greb is a licensed CPA with extensive experience in accounting and tax preparation. Her expertise encompasses tax compliance and reporting for retirement accounts, as well as general accounting and advisory services tailored to the needs of individuals, families, entrepreneurs, and startups. With a focus on small business accounting and basic accounting services, Kristin A. Greb provides guidance and support to ensure accurate financial management and compliance with tax regulations. Established in 2000, her practice has provided reliable and trustworthy accounting services to the local community for over two decades.

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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.