Patty Nelson, CPA, Shareholder

Patty Nelson
HIGHLIGHTS
  • Joined Anderson ZurMuehlen in 1992
  • Shareholder
  • Firm Quality Control Director

Patty Nelson, shareholder, provides accounting, financial reporting, and tax services for corporations, partnerships, limited liability companies, and individuals. Her service concentrations are contractors, professional service firms, agriculturemanufacturingnonprofit organizations, trusts (including retirement plans), and transportation.

Patty is a member of the American Institute of CPAs, and the Montana Society of CPAs. She graduated from Montana State University with a Bachelor of Science in Accounting and Business and enjoys both water and snow skiing, and horseback riding.

EXPERIENCE
  • Accounting and auditing work includes audit examinations, system design and implementation, evaluation of internal accounting control systems, financial statement preparation and analysis, and inventory valuation.
  • Income tax planning and return preparation for individuals, corporations, partnerships/limited liability and S-corporations.
  • Client groups served include contractors, professional service firms, agriculture, manufacturing, nonprofit organizations, trusts (including retirement plans), and transportation.
  • Leader of firm Ag Specialty Team
  • Member of firm Employee Benefit Plan Specialty Team
  • Firm Quality Control Director
PROFESSIONAL AFFILIATIONS
  • Member, American Institute of CPAs
  • Member, Montana Society of CPAs
  • Past Board Chair, Member and Treasurer, St. Peter’s Hospital
  • Past Board Member and Treasurer, Downtown Helena Kiwanis
  • Member, Farm Financial Standards Council
EDUCATION
  • Bachelor of Science Accounting and Business, Montana State University – 1991
  • Continuing education through Montana Society CPAs, American Institute of CPAs, and Anderson ZurMuehlen sponsored courses.