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Kathleen Sampson, CPA, CPC, QPA

Kathleen Sampson, office vice president and shareholder, leads Anderson ZurMuehlen’s sister company Employee Benefit Resources, Inc. She provides consulting services related to design and administration of retirement plans. Kathleen works with all types of entities including corporations, partnerships, and self-employed individuals. She also assists with ERISA audits. She is a member of the American Institute of CPAs, the Montana Society of CPAs, and the American Society of Pension Professionals & Actuaries.

Kathleen graduated from the University of Montana with a Bachelor of Arts in Business Administration. She enjoys skiing and music.


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(406) 442-1040

Anderson ZurMuehlen Helena

Discovery Block

828 Great Northern Boulevard

PO Box 1040

Helena, MT 59624-1040