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Whitefish
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Whitefish
Showing 1 to 10 of 28 CPAs in Whitefish, Montana
KB
Kevin B. Winter
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Based in Whitefish, Montana, Kevin B. Winter provides accounting services to individuals and families, as well as small and medium-sized businesses. W...
GS
Gail S. Hazen
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Gail S. Hazen is a certified public accountant based in Whitefish, Montana, offering over 20 years of experience. Her services include IRS representat...
AN
Amanda N. Waier
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Nevada
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...
JE
John E. Stevens
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Based in Whitefish, Montana, John E. Stevens brings more than 15 years of experience in accounting and advisory services to his clients. His expertise...
AL
Anita L. Kauffman
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Anita L. Kauffman, a certified public accountant based in Whitefish, Montana, brings over 20 years of experience in tax planning and consulting to her...
JS
James S. Gray
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Florida
Based in Whitefish, Montana, James S. Gray offers bookkeeping and financial statement compilation services to various business structures, including S...
PG
Patrick G. Mcconnell
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Alaska
Patrick G. Mcconnell is a licensed CPA with over 10 years of experience in providing accounting services in Whitefish, Montana. He specializes in indi...
JR
Jerry R. Hoadley
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Whitefish-based CPA Jerry R. Hoadley provides expert accounting and tax services to a diverse clientele. With over 15 years of experience serving Indi...
SA
Sallie A. Foley
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Montana
Based in Whitefish, Montana, Sallie A. Foley is a certified public accountant with over a decade of experience serving entrepreneurs and small busines...
MT
Michael T. Blubaugh
Certified Public Accountant
Verified Licensed
Location Whitefish, Montana Licensed in Ohio
Michael T. Blubaugh is a certified public accountant with extensive experience in providing financial services to various business structures, includi...

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.