H&R Block
★★★★½ (46 reviews)6475 U.S. 93 S Ste 4, Whitefish, MT 59937
(406) 862-5451
Website: www.hrblock.com/tax-office-near-me/montana/whitefish/14322/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
Keith Chapman CPA
★★½☆☆ (10 reviews)525 Railway St Suite 202, Whitefish, MT 59937
(406) 862-4944
Hours: {}
Christensen Cora Ea
★★★★★ (4 reviews)750 2nd St, Whitefish, MT 59937
(406) 863-2668
Hours: {}
Kutzman Tax & Accounting
★★★★★ (3 reviews)750 2nd St C, Whitefish, MT 59937
(406) 862-8290
Hours: {"Friday":["Closed"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–2:30 PM"]}
JCCS PC
★★★½☆ (3 reviews)307 Spokane Ave STE 200, Whitefish, MT 59937
(406) 862-2597
Website: www.jccscpa.com/locations/whitefish
Hours: {"Friday":["8 AM–12 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Exchange Services Inc
★★★★★ (2 reviews)200 Parkhill Dr, Whitefish, MT 59937
(406) 862-6995
Website: www.exchangeservicesinc.com
Hours: {"Friday":["8:30 AM–4 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Armstrong Bookkeeping Services
100 E Second St Suite 315, Whitefish, MT 59937
(406) 863-4880
Hours: {"Friday":["Closed"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
MAUREEN HEIN
612 Lupfer Ave, Whitefish, MT 59937
(864) 908-7075
Website: mheintaxes.com
Hours: {}
Whitefish Tax & Consulting
309 Central Ave #204, Whitefish, MT 59937
Website: www.whitefishtax.com/contact
Hours: {}
Saurey R Gary
240 Crystal Ct, Whitefish, MT 59937
(406) 862-3100
Hours: {}
Quinn Vicki
307 Spokane Ave STE 200, Whitefish, MT 59937
(406) 862-2597
Hours: {}
Frontier Figures LLC
530 W 19th St # 101, Whitefish, MT 59937
(406) 892-4328
Hours: {"Friday":["Closed"],"Monday":["8 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4:30 PM"],"Tuesday":["8 AM–4:30 PM"],"Wednesday":["8 AM–4:30 PM"]}
Hagen Kathleen
307 Spokane Ave STE 200, Whitefish, MT 59937
(406) 862-2597
Website: jccscpa.com
Hours: {}
Anderson Zur Muehlen
14 2nd St, Whitefish, MT 59937
(406) 730-1065
Hours: {}
About Tax Preparers in Whitefish, MT
Finding the right tax preparer in Whitefish, Montana means working with someone who understands the local economy. Whitefish’s tax landscape is shaped by its mix of tourism, real estate, and small businesses, along with seasonal workers and second-home owners. Whether you run a Main Street shop, own rental property near the ski resort, or have moved here from another state, local tax rules can be different from what you’re used to.
A Whitefish tax preparer can help you navigate Montana’s state income tax, property tax assessments, and any deductions tied to your specific work or investments. If you own a short-term rental or a construction business serving the Flathead Valley, you may need someone who knows how to handle fluctuating income and business expenses. Even freelancers and remote workers often benefit from professional guidance to avoid costly mistakes.
On BeforeTaxUSA.com, you can browse local tax professionals in Whitefish without any sales pressure. Just enter your zip code and compare options based on experience, services, and client reviews. This way, you find a preparer who fits your situation—whether you need a simple return or help with a more complex financial picture.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email [email protected].