Certified Public Accountants in Whitefish, 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 10 of 28 CPAs in Whitefish, Montana

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Kevin B. Winter

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Based in Whitefish, Montana, Kevin B. Winter provides accounting services to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience, his practice focuses on basic accounting services, financial planning, and business tax services. Services include retirement account tax reporting, bookkeeping, and financial statement compilation.

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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 representation, retirement account tax reporting, and basic accounting services for individuals and families, as well as small business accounting for family-owned enterprises. With a specialization in individual tax services and small business accounting, Gail Hazen provides tax reporting for retirement accounts and represents clients in IRS matters.

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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. Her practice focuses on providing comprehensive bookkeeping and financial statement compilation services, as well as general accounting and advisory support to small and medium-sized businesses. With expertise in basic accounting services, small business accounting, and financial planning, Waier assists clients in achieving their financial goals and meeting compliance requirements.

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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 spans general accounting and advisory, tax planning and consulting, with a focus on tax compliance and business tax services for entrepreneurs and startups, as well as individuals and families. A certified public accountant with a strong background in basic accounting services, Stevens provides personalized guidance and support to help clients navigate complex financial issues.

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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 clients. Her specialties include basic accounting services, business tax services, and financial planning, serving family-owned enterprises, entrepreneurs, and startups. With a focus on IRS representation and tax planning, Kauffman's expertise helps individuals and businesses navigate complex tax issues and optimize their financial strategies.

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James S. Gray

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Based in Whitefish, Montana, James S. Gray offers bookkeeping and financial statement compilation services to various business structures, including S-Corps, partnerships, and LLCs. With years of experience in basic accounting services, business tax services, and individual tax services, Gray provides comprehensive financial guidance to individuals and families in need. As a certified public accountant, Gray represents clients before the IRS, addressing tax disputes and ensuring compliance with tax laws and regulations.

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Patrick G. Mcconnell

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Patrick G. Mcconnell is a licensed CPA with over 10 years of experience in providing accounting services in Whitefish, Montana. He specializes in individual and business tax services, catering to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Mcconnell offers tax planning and consulting services to assist clients in managing their financial obligations and achieving their business goals.

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Jerry R. Hoadley

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Whitefish-based CPA Jerry R. Hoadley provides expert accounting and tax services to a diverse clientele. With over 15 years of experience serving Individuals and Families, as well as Various Business Structures including S-Corps, Partnerships, and LLCs, Jerry offers specialized expertise in Basic Accounting Services. His services include IRS Representation and Sales Tax Compliance, ensuring clients navigate complex tax issues with confidence. As an experienced provider of Individual Tax Services and Financial Planning, Jerry helps clients achieve financial stability and security.

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Sallie A. Foley

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Based in Whitefish, Montana, Sallie A. Foley is a certified public accountant with over a decade of experience serving entrepreneurs and small businesses in a variety of structures, including S-Corps, partnerships, and LLCs. Her practice focuses on providing comprehensive bookkeeping and financial statement compilation services, as well as tax compliance and return preparation for individuals and businesses. Foley's specialization in small business accounting and tax compliance has allowed her to develop expertise in handling complex financial situations and ensuring her clients meet all regulatory requirements.

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Michael T. Blubaugh

Certified Public Accountant

Verified Licensed

Location Whitefish, Montana 59937

Michael T. Blubaugh is a certified public accountant with extensive experience in providing financial services to various business structures, including S-Corps, partnerships, and LLCs. Based in Whitefish, Montana, he has been serving family-owned enterprises and individuals for over 15 years, offering a range of accounting and tax services. His specialization in basic accounting services, individual tax services, and business tax services enables him to cater to diverse client needs, from payroll processing and compliance to tax planning and consulting.

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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.