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Sidney
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Sidney
Showing 1 to 10 of 16 CPAs in Sidney, Montana
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Erin M. Anderson
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Erin M. Anderson, a certified public accountant with over 10 years of experience, serves the financial needs of entrepreneurs and small to medium-sized businesses in Sidney, Montana. Her practice focuses on providing comprehensive basic accounting services, including financial planning and business tax services. Anderson also specializes in payroll processing and compliance, ensuring accurate and timely payment of employees and adherence to tax regulations. Additionally, she offers expertise in retirement account tax reporting, helping individuals navigate complex tax laws and optimize their retirement savings.
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Lorilee K. Norby
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Lorilee K. Norby is a certified public accountant based in Sidney, Montana. With over 10 years of experience, she provides a range of services to support small business and family-owned enterprise operations, including payroll processing and compliance, tax planning, and consulting. Her expertise in basic accounting services, small business accounting, and individual tax services enables her to guide clients through the complexities of S-Corps, partnerships, and limited liability companies.
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Elizabeth A. Nelson
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Elizabeth A. Nelson is a certified public accountant with over 15 years of experience, serving clients in Sidney, Montana. She specializes in providing basic accounting services, tax compliance, and financial planning to entrepreneurs and family-owned enterprises. Nelson's expertise also extends to bookkeeping and financial statement compilation, and ensuring sales tax compliance for her clients. Her background in accounting and finance enables her to deliver accurate and timely financial guidance to meet the unique needs of each business.
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Donald H. Garsjo
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Donald H. Garsjo is a certified public accountant with over 25 years of experience in accounting and taxation, serving the Sidney, Montana area. His expertise lies in providing basic accounting services, business tax services, and small business accounting, including financial statement compilation and bookkeeping for a variety of clients. Garsjo's industry experience includes working with individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs, and he also offers IRS representation services for clients with tax issues.
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Tamra L. Maltese
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Tamra L. Maltese is a certified public accountant based in Sidney, Montana, offering financial expertise to businesses and individuals. With over 15 years of experience in tax planning and consulting, she provides tailored solutions to meet the unique needs of her clients. Her specialization in basic accounting services, financial planning, and individual tax services has earned her a reputation for delivering accurate and timely results. Tamra's experience in serving entrepreneurs and startups, as well as individuals and families, has equipped her with a broad understanding of the financial complexities of various industries.
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Terry B. Averett
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Based in Sidney, Montana, Terry B. Averett is a certified public accountant with over 20 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. He specializes in basic accounting services, business tax services, and financial planning, with a focus on helping entrepreneurs and startups navigate complex financial situations. Terry's expertise also extends to IRS representation, where he assists clients in resolving tax-related issues and disputes, and tax planning and consulting, enabling businesses to optimize their tax strategies and minimize liabilities.
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Tara L. Hill
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Tara L. Hill is a certified public accountant based in Sidney, Montana, with over 15 years of experience serving small businesses and family-owned enterprises. Her practice focuses on providing general accounting and advisory services, including sales tax compliance and financial planning, to help entrepreneurs and startups navigate complex financial issues. Specializing in basic accounting services, small business accounting, and financial planning, Tara advises her clients on budgeting, forecasting, and strategic financial decision-making.
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Bradley J. Franklin
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Bradley J. Franklin, a licensed Certified Public Accountant, has been serving the financial needs of small and medium-sized businesses in Sidney, Montana, since 2005. His expertise spans a range of services, including Sales Tax Compliance and General Accounting & Advisory, with a specialization in Basic Accounting Services, Financial Planning, and Small Business Accounting. With a strong focus on understanding the unique financial needs of family-owned enterprises, Franklin provides expert guidance on financial management, tax planning, and business growth strategies.
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Cory W. Wheeler
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Cory W. Wheeler is a practicing CPA with over 15 years of experience in Sidney, Montana, providing expertise in general accounting and advisory services. His specialties include basic accounting services, individual tax services, and financial planning, catering to a wide range of clients such as small and medium-sized businesses and family-owned enterprises. Wheeler is well-versed in retirement account tax reporting, ensuring accurate and compliant tax submissions for his clients.
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Travis R. Gerten
Certified Public Accountant
Verified Licensed
Location Sidney, Montana 59270
Located in Sidney, Montana, Travis R. Gerten provides expert accounting services to clients in the region. With over 12 years of experience in the field, he specializes in basic accounting services, financial planning, and tax compliance for family-owned enterprises and individuals and families. Travis Gerten offers expertise in payroll processing and compliance, ensuring that clients meet their tax obligations and maintain accurate records.

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.