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Whitefish
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Whitefish
Showing 11 to 20 of 28 CPAs in Whitefish, Montana
AL
Anita L. Kauffman
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Anita L. Kauffman, a certified public accountant based in Whitefish, Montana, brings over 20 years of experience in tax planning and consulting to her...
JE
John E. Stevens
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, John E. Stevens brings more than 15 years of experience in accounting and advisory services to his clients. His expertise...
AN
Amanda N. Waier
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Amanda N. Waier is a licensed CPA with over a decade of experience serving the financial needs of entrepreneurs and startups in Whitefish, Montana. He...
GS
Gail S. Hazen
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Gail S. Hazen is a certified public accountant based in Whitefish, Montana, offering over 20 years of experience. Her services include IRS representat...
RG
Robert G. Saurey
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, Robert G. Saurey is a certified public accountant with over 15 years of experience. He focuses on providing basic account...
CP
Christine P. Lee
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
CPA Christine P. Lee serves clients based in Whitefish, Montana, with a focus on providing accurate financial guidance and support. With over 8 years...
MR
Meghan R. Ekholt
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Based in Whitefish, Montana, Meghan R. Ekholt provides accounting and advisory services to individuals and businesses in the region. With over a decad...
TM
Teresa M. Moser
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Teresa M. Moser is a certified public accountant based in Whitefish, Montana, with over 15 years of experience in providing financial expertise. Her s...
KM
Kristin M. Bodeen
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Located in Whitefish, Montana, Kristin M. Bodeen provides expert tax and accounting services to family-owned enterprises and various business structur...
DJ
Danelle J. Reisch
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana 59937
Danelle J. Reisch is a certified public accountant based in Whitefish, Montana, with over a decade of experience providing accounting services to entr...

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.