Tax

woman and man at desk working

Be informed. Be comfortable. Be confident.

Proactive tax consulting keeping you informed and ready for the next step.

Tax planning and compliance is a significant portion of our business.  We know it and we enjoy it. Our passion is to improve the lives of those we work with – keeping you informed, prepared and compliant is how we do that.

Tax rules get more complex every year and many decisions you make impact your tax and financial situations. Our team has the knowledge, experience and desire to not only understand the complexities of the tax law and the unique nuances of your personal or business situation, but also your goals. It is through this comprehensive and personalized approach that we help our clients reach their goals and feel confident about decisions impacting their tax and financial situations.

You can always expect us to:

  • Provide honest and thoughtful advice in the planning and structure that best serves your tax situation now and in the future.
  • Always act ethically with your best interest in mind.
Individual Tax Box

You can rely on Anderson ZurMuehlen to keep up with the ever-changing complex tax code and look for opportunities for you to minimize your tax burden. Our team of experienced professionals are here to proactively plan for your future while complying with required tax filings. Learn more.

Business tax box

For over 60 years our team of experienced professionals has offered a full range of tax services for businesses large and small. Our size gives us access to a high level of experience and resources not available in smaller firms. At the same time, we remain a Montana firm focused on providing our clients with the personalized attention they deserve.  Learn more.

International Tax box

The world continues to shrink as technology improves – people and businesses increasingly find themselves crossing borders.  It’s exciting and full of opportunities but there are regulatory hurdles as well.  Our team of experienced CPAs is ready to help you chart a successful course around the world. Learn more.

Nonprofit Organizations box

We understand receiving and maintaining tax-exempt status is important. We’ve guided many organizations through initial formation and application for exemption as well as assisting with annual reporting requirements. Our experienced group of tax professionals are up to speed on changes with tax laws and the latest guidance to best serve our clients. Learn more.

SpecialtyTax

Facing complex tax challenges? International, multistate or sales and use tax issues?   Large, small, local or global—we have the sophisticated resources (in-house and through our BDO Alliance) to handle them. Learn more.

estate planning strategies box

You’ve reached a point in life where you want to create the best financial plan for you and your family.  Maybe you’ve decided that charitable giving needs to be an important part of that plan. You want to make the best decisions with the options currently available. We can help you navigate. Learn more.

We have a deep bench of 150+ professionals along with the resources of the BDO Alliance USA, if you are looking for a specific skill set please search on our Team Page.

 

Meet our Tax Team

Billings Office Tax Team

Jennifer Capser
Jennifer Capser

CPA, Senior Manager

Kelsey Crampton
Kelsey Crampton

CPA, Manager

Mike Devous
Mike Devous

CPA, Shareholder

Tammy Egeland
Tammy Egeland

CPA, Shareholder

Kendra Freeck
Kendra Freeck

CPA, Senior Manager

Josh Hale
Josh Hale

CPA, Supervisor

Dan Miller
Dan Miller

CPA, Shareholder

Dulcy Niemela
Dulcy Niemela

CPA, Shareholder

Dave Rigg
Dave Rigg

CPA, Shareholder

Brenda White
Brenda White

CPA, Shareholder

Rebecca Williamson
Rebecca Williamson

CPA, Senior Manager

Ryan Vestal
Ryan Vestal

CPA, Shareholder

Bozeman Tax Team

Paula Johnson
Paula Johnson

CPA, Shareholder

Chad Miller
Chad Miller

CPA, Shareholder

Jane Schultz
Jane Schultz

CPA, Senior Manager

Butte Tax Team

Bill Hughes
Bill Hughes

CPA, Shareholder

Brad Spear
Brad Spear

Supervisor

Jessica Short
Jessica Short

CPA, Senior

Kiely Thoen
Kiely Thoen

CPA, Senior Manager

Great Falls Tax Team

Bob Bronson
Bob Bronson

CPA, Shareholder

Brenda Byrnes
Brenda Byrnes

CPA, Shareholder

Mark Cappis
Mark Cappis

CPA, Shareholder

Amy Forsman
Amy Forsman

CPA, Senior Manager

Erin Furr
Erin Furr

CPA, Shareholder

Pam Guschausky
Pam Guschausky

CPA, Shareholder

Carlen Keaster
Carlen Keaster

CPA, Shareholder

Karina Ragan
Karina Ragan

CPA, Supervisor

Erin Stockwell
Erin Stockwell

CPA, Shareholder

Dan Vuckovich
Dan Vuckovich,

CPA/ABV/CFF,
Shareholder

Havre Tax Team

Gordy Thompson
Gordy Thompson

CPA, Shareholder

Helena Tax Team

Dana Cade
Dana Cade

CPA, Senior Manager

Gary Carlson
Gary Carlson

CPA, CGMA Shareholder

Marilyn Dusenberry
Marilyn Dusenberry

CPA, Shareholder

Rhonda Field
Rhonda Field

CPA, Supervisor

Tiffany Hanson
Tiffany Hanson

CPA, Shareholder

Penny Horner

CPA, Manager

Steven Johnson
Steven Johnson

CPA, Shareholder

Kevin Kelley
Kevin Kelley

CPA, Shareholder

Erika Morris
Erika Morris

CPA, Manager

Patty Nelson
Patty Nelson

CPA, Shareholder

Suzanne Severin
Suzanne Severin

CPA, Shareholder

Mandy Smith
Mandy Smith

CPA, Senior

Krystal Stewart
Krystal Stewart

CPA, Shareholder

Anna Stitt

CPA, Senior Manager

Cindy Utterback
Cindy Utterback

CPA, Shareholder

Missoula Tax Team

Megan Adams
Megan Adams

CPA, Senior

Mike Combo
Mike Combo

CPA, Shareholder

Caitlin Derry
Caitlin Derry

CPA, Manager

Iris Owen
Iris Owen

CPA, Supervisor

Shirlee Walker
Shirlee Walker

CPA, CFE, Shareholder

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Stay informed with the latest in tax news, reform and impacts.