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Amanda Caldwell, Staff, Makes Extreme Huntress Finals

Amanda Caldwell

Amanda Caldwell

Amanda Caldwell, Staff, in the Bozeman office is a one of six women worldwide to make the finals of the Extreme Huntress contest. She is a native of Augusta, Montana and graduated from Montana State University with a master’s degree in accounting.

“I grew up on the back of a horse with a recurve bow in my hand.” Caldwell said. “Everyone has been so supportive and excited for me. I think I’ve had more calls from relatives and reconnected with a lot of people I haven’t talked to in a long time in the last month.”

Read the Independent Record article

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Linda Graham, PHR, Human Resources Director Featured in Leadership Spotlight

Linda Graham

Linda Graham

Linda Graham, PHR, Human Resources Director, was  featured in the May 15th Leadership Spotlight in Convergence Coaching. Linda has been with Anderson ZurMuehlen for 33 years and describes herself as “people centric” and she has always felt that the firm has constructed a leadership  team with great integrity and ownership who believe in doing the right thing for staff and the clients they serve.

Read the full interview

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Anderson ZurMuehlen Featured in Media on Spirit of Service

Spirit of Service day: Neighbors helping neighbors

May 29, 2014  •  Tom Kuglin Independent Record

Hundreds of business professionals around Helena exchanged keyboards for shovels, saws and paint brushes during the 15th annual Spirit of Service day Wednesday.

The Spirit of Service day pairs businesses and volunteers with homeowners in need of yard work or small home repairs for a one-day event. When the Spirit of Service day began a decade and a half ago, Rocky Mountain Development Council, Anderson-ZurMuehlen and 50 to 60 volunteers tackled five or six homes in the Helena area. After 15 years, 21 partner businesses and organizations contributed time, resources and more than 480 volunteers to work at 47 homes.

“We’ve got a bunch of caring people willing to roll their sleeves up and help some people,” said Mick Dennehy, Spirit of Service event organizer.

To qualify for the assistance of a work crew, each homeowner must submit an application. Most homeowners selected are older or unable to keep up with home maintenance, Dennehy said.

Verne Roberts stood outside his home on the west side of Helena, watching and talking to several volunteers donning yellow shirts as they raced around his yard. The volunteers, from Anderson-ZurMuehlen and American Chemet Corp., joined forces to provide Roberts’ home with new paint and some needed yard work.

“I used to be able to keep this yard in great shape,” Roberts said. “I haven’t been able to do much since I dislocated my shoulder.”

The volunteers arrived on the site at 8 a.m. and worked under a blazing sun to paint the house and two sheds. Another volunteer wielded a chainsaw, knocking down branches from a giant spruce tree in the front yard, while other volunteers carried brush and pulled weeds.

Anderson-ZurMuehlen and its 100 employees who worked on houses Wednesday see the Spirit of Service as a way to give back to the community, said CPA Kelly Galt.

“And a way to get out of the office,” one of the volunteers joked.

Across town at a house in the central Helena Valley, volunteers from Morrison-Maierle cleared brush from a barrel pit, painted and hung fencing and raked grass. Morrison-Maierle gave employees the day off to volunteer, and its 35 volunteers took on five houses around Helena, said coordinator Lacey Forrey.

“This is a great group, and it would be way harder if we didn’t have the company support,” she said.

Forrey has coordinated the Morrison-Maierle volunteers for six years, and her enjoyment of helping other people has kept her and others coming back, she said.

Organizing the Spirit of Service event takes yearlong fundraising spearheaded by Dennehy and help from partners like AAA, NorthWestern Energy, Home Depot and many more, said RMDC communications coordinator Jane McFarlane.

Organizers received more applications this year than they were able to accommodate, but those homeowners the volunteers could not help will move to the top of the list next year, she said.

“It just shows that the need is there with older folks that just can’t do what they used to,” McFarlane said.

Even after starting work at 5 a.m. and working all day, Dennehy was already looking forward to next year’s event.

“We have two new partners coming in next year,” he said. “That means we’ll almost immediately assume a minimum of more than 200 volunteers. It’s a really cool program, and I think, why wouldn’t you want to be a part of neighbors helping neighbors?”

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Hamilton Consulting Group Is Merging with Anderson ZurMuehlen

Anderson ZurMuehlen announced plans to merge with Hamilton Consulting Group PLLP effective July 1, 2014. Anderson ZurMuehlen has over 200 professionals in six locations in Montana. Hamilton Consulting Group, which will assume the Anderson ZurMuehlen name, employs eight professionals in Havre.

“This merger allows Anderson ZurMuehlen to more easily serve clients in the northeastern part of Montana.” said Don Laine, CEO of Anderson ZurMuehlen. “The collaboration of the combined firm will allow us to, strengthen the current services provided to our clients, and offer them a greater array of value-added services.”

The merger brings together an alignment of staff and owners with representative strengths in Anderson ZurMuehlen’s core industry segments, including agriculture, local governments, nonprofit organizations, as well as small businesses.

“Hamilton Consulting Group is proud to be a part of the Anderson ZurMuehlen family” said Gordy Thompson, Partner at Hamilton Consulting Group. “The merger will not change our focus. We are eager to show our clients the new services we can provide and look forward to expanding the quality reputation that Anderson ZurMuehlen has obtained throughout Montana to the Northeastern part of the state.”

“I am personally excited about this merger” said Leonard Deppmeier, Partner at Hamilton Consulting Group. “”I have worked with the Havre staff for many years. As they become staff members of Anderson ZurMuehlen, I believe they will see the opportunities to have a very successful career and hopefully, they will exceed the level of success I have enjoyed.”

The merger represents an exciting opportunity for both firms and their staff to offer additional services and more resources to better serve their clients throughout the state. Clients can expect the same great people providing the same great service.

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Kerry Sullivan-Lechner, Marketing Director, quoted in Accounting Today

Kapri Byrne, Manager, quoted in the Great Falls Tribune

June 3rd webinar: Employee Benefit Plans

Tuesday, June 3rd, 2014, 11:00 a.m. (MDT)

Free online webinar

Find out how to keep your 401(k) plan in compliance. Attend our free one hour webinar on Tuesday, June 3rd to learn the latest developments in the employee benefit plan industry including Department of Labor regulations and the top operational failures of plans.

No plan is perfect. Noncompliance happens. Learn how to avoid common errors in 401(k) plans.

Who Should Attend

Plan sponsors and administrators

Topics Include

  • Top operational violations of 401(k) plans
  • Tips to keep your plan in compliance
  • Methods of correcting noncompliance
  • Changes on the horizon for plan documents

With our comprehensive understanding of 401(k) plans, ESOPs, defined benefit pension plans, and health and welfare plans, we’re here to help you stay compliant with federal regulations and reporting requirements. Contact Molly Casey,  Training & Development manager, for more information.

Sponsored by Anderson ZurMuehlen and Employee Benefit Resources.

Register now for the webinar

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June 27th Seminar: Advanced Accounting Issues for Nonprofits

Friday, June 27, 2014, 8:30 a.m.-5:00 p.m. (check-in 8:00-8:30 a.m.)

Holiday Inn Downtown, Helena
$195 for first participant from each organization, and $150 for each additional attendee

Plan to attend an accounting seminar specific to nonprofits. The event is intended for nonprofit CFOs, Controllers, and others who record and report financial transactions.

Advanced Accounting Issues for Nonprofits Registration


Keynote address: Liz Moore, Montana Nonprofit Association Executive Director

Topics Include:
  • Current Accounting Issues for Nonprofits
  • Endowment and Split Interest Accounting and Reporting
  • Fair Value Accounting
  • Industry Update for Montana Nonprofits
  • Montana Updated Prudent Management of Institutional Funds Act (MUPMIFA): A Practical Discussion
  • Promises/Pledges and Revenue Recognition
  • Tracking Restricted Gifts in QuickBooks
  • Understanding Nonprofit Financial Statements

Jacki Frank, CPA, Shareholder

Paula Jacques, CPA, Shareholder

Rick Reisig, CPA, Shareholder

Jan Schweitzer, CPA, CFE, Shareholder

Kyla Stafford, CPA, CFE, Shareholder

Jim Woy, CPA, Shareholder

Questions about registration, location, parking, etc? Contact Claire Irwin, Administrative Professional, at 406-442-1040

Need more information about the workshop? Contact Jacki Frank, Shareholder, at 406-442-1040

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Anderson ZurMuehlen staff elected to the Montana Society of CPAs Board

The Montana Society of CPAs recently announced that Brenda Byrnes, Shareholder, will be President-Elect and Annette Hill, Shareholder, will be Secretary/Treasurer of the statewide association beginning June 19, 2014. Brenda Byrnes, CPA, has a Bachelor of Science in Business Management and Accounting from Montana State University. She joined Hamilton Misfeldt & Co. in Great Falls in 1995 which merged with Anderson ZurMuehlen in 2011. Brenda provides tax planning, QuickBooks training and her service areas include charitable trusts, farm/ranch taxation, and nonprofits.

Annette Hill, CPA, has a Bachelor of Science in Computer Science from Montana Tech. She joined Anderson ZurMuehlen in 1996 where her service concentrations include nonprofits and governmental entities, financial institutions, construction and engineering firms, agriculture and healthcare organizations.

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Tax Identity Theft Hasn’t Gone Away Yet

By Bill Hughes, Shareholder, Anderson ZurMuehlen & Co., P.C.

In an Accounting Today article posted on April 24, 2014, it was noted that over 100 physicians in New Hampshire had their tax identity stolen during the recent tax season. Though the IRS has been working the last few years to reduce tax identity theft, the agency currently has over 1,000 investigations underway. Despite the government’s success in obtaining hundreds of indictments, identity theft is still occurring.

The typical tax identity theft is refund fraud. Armed with stolen Social Security numbers, the thief files a fraudulent tax return early in the filing season claiming a refund. When the real taxpayer files his/her tax return with legitimate information, the IRS rejects the return because their system shows a return has already been filed under the reported Social Security number. The rejection of the tax return initiates a time-consuming process to get the legitimate return filed. In addition, it raises the specter that the tax identity theft may have carried over to other areas of the individual’s personal financial life.

If tax identity theft happens to you, the IRS needs to be notified by filing Form 14039, Identity Theft Affidavit. This allows you to prove you are the legitimate taxpayer and obtain an Identity Protection Personal Identification Number (IP PIN). This PIN identifies you as an identity theft victim and is used to differentiate future legitimate tax returns from any fraudulent ones that are filed.

The following are additional recommended steps if you are the victim of tax identity theft:

  • File a complaint with the Federal Trade Commission (FTC). This can be done by selecting the “Consumer Complaint? Report it to the FTC” link at
  • Report the theft to the Social Security Administration, either on its website or at a local office.
  • Report the theft to credit agencies and check your credit reports to ensure that no other fraudulent activity has occurred. In addition, place a fraud alert on your files.

Here are some of the common steps you can take to help protect yourself from identity theft:

  • Don’t carry your Social Security card or any documents bearing your Social Security number.
  • Don’t give your Social Security number to businesses or medical providers, unless required.
  • Shred documents with personal identifying information.
  • Don’t provide personal information via email or text.
  • Unless you have initiated the contact or you know for certain who you are dealing with, don’t give personal information over the telephone.
  • Don’t put your birthday, address, telephone number, marital status, etc. on social media websites or elsewhere on the Internet.
  • Change your Internet passwords regularly.

Hopefully, you’ll never be a victim of identity theft. If you have other ideas or recommendations on how to protect yourself from identity theft or how to recover from identity theft efficiently, please share them with us. For more information, contact Bill Hughes, Shareholder, at 406.782.0451.

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