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Stevensville
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Stevensville
Showing 1 to 10 of 11 CPAs in Stevensville, Montana
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Daniel J. Tracey
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Daniel J. Tracey is a certified public accountant with over a decade of experience based in Stevensville, Montana. With a focus on general accounting and advisory services, he provides expert guidance to entrepreneurs and startups navigating complex business structures, including S-Corps, partnerships, and LLCs. His expertise also extends to tax services, including IRS representation, helping clients resolve tax disputes and avoid future complications.
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Klarryse L. Murphy
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Klarryse L. Murphy, a certified public accountant based in Stevensville, Montana, provides tax compliance and accounting services to family-owned enterprises and individuals in the area. With over 10 years of experience in the field, Murphy offers basic accounting services, financial planning, and tax compliance to help businesses and individuals achieve their financial goals. Her expertise in retirement account tax reporting and sales tax compliance also ensures that clients stay up-to-date with their tax obligations and avoid potential penalties.
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Paul O Bagy
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Based in Stevensville, Montana, Paul O Bagy is a certified public accountant with over 20 years of experience in providing tax planning and consulting services to individuals and families, as well as family-owned enterprises. Throughout his career, he has specialized in basic accounting services, business tax services, and individual tax services, helping clients navigate complex tax laws and regulations to ensure compliance and optimize financial performance. Paul's expertise encompasses tax planning and consulting, bookkeeping and financial statement compilation, and he is committed to staying up-to-date with the latest changes in tax laws and accounting standards.
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Wade Weber
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Based in Stevensville, Montana, Wade Weber is a certified public accountant with over 20 years of experience in providing accounting services to small and medium-sized businesses, including family-owned enterprises. His expertise lies in basic accounting services, small business accounting, and financial planning, helping clients navigate complex financial situations and make informed business decisions. Wade's services include sales tax compliance, bookkeeping, and financial statement compilation, ensuring accurate and timely financial reporting for his clients. With a focus on personalized service and attention to detail, Wade Weber offers tailored solutions for businesses and individuals seeking reliable accounting expertise in the Stevensville area.
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Rita G. Vanorio
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
With over 15 years of experience, Rita G. Vanorio provides tax preparation services to individuals and families in Stevensville, Montana. Specializing in basic accounting services for small businesses and individual tax services, she offers support to a variety of business structures, including S-Corps, partnerships, and LLCs. As an IRS-authorized representative, Rita G. Vanorio also assists clients with IRS representation and tax controversy resolution.
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Elizabeth A. Piehler
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Elizabeth A. Piehler is a certified public accountant based in Stevensville, Montana, with over 20 years of experience in general accounting and advisory services. She specializes in providing financial planning, individual tax services, and basic accounting services to a diverse range of clients, including various business structures and entrepreneurs. Piehler offers specialized services in tax return preparation for both individuals and businesses, utilizing her in-depth knowledge of tax laws and regulations.
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Stephanie A. Roebke
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Based in Stevensville, Montana, Stephanie A. Roebke is a certified public accountant with extensive experience providing financial guidance to entrepreneurs and startups across various business structures. Her specialty lies in offering comprehensive payroll processing and compliance services, ensuring small businesses meet regulatory requirements. With over a decade of experience in basic accounting services, tax compliance, and small business accounting, Roebke provides expert bookkeeping and financial statement compilation services, helping clients maintain accurate records and make informed decisions.
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Gordon Wax
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Gordon Wax is a certified public accountant based in Stevensville, Montana, with over 20 years of experience in providing accounting services to various industries. His areas of specialization include basic accounting services, business tax services, and small business accounting, catering to the needs of family-owned enterprises and small to medium-sized businesses. Wax's expertise also extends to IRS representation, bookkeeping, and financial statement compilation, helping his clients navigate complex accounting issues and regulatory requirements.
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Gordon W. Wax
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Gordon W. Wax is a certified public accountant based in Stevensville, Montana, with over 20 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. He specializes in general accounting and advisory services, as well as tax return preparation for individuals and businesses, with a focus on tax compliance and financial planning. Gordon's expertise spans basic accounting services, including financial statement preparation and budgeting, and he has a deep understanding of the unique financial needs of individuals and families in Montana.
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Hilton B. Gardner
Certified Public Accountant
Verified Licensed
Location Stevensville, Montana 59870
Hilton B. Gardner, a certified public accountant based in Stevensville, Montana, brings over 18 years of experience in providing accounting and advisory services to individuals and families, as well as various business structures. His expertise spans general accounting, tax planning and consulting, with a focus on basic accounting services, individual tax services, and small business accounting. Gardner's services cater to S-Corps, partnerships, and LLCs, offering tailored solutions to meet the unique needs of each client.

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.