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Our office will be closed at noon on Tuesday December 24th through Wednesday January 1st for our holiday break.

State Taxation Committee

The Taxation and Legislative Advocacy Committee is dedicated to representing the interests of CPAs and their clients by addressing issues within the state tax code. The committee strives to maintain a proactive advisory relationship with the Montana Department of Revenue, ensuring that the perspectives and concerns of our members are heard and considered.

Your voice and input are vital to our state leaders as they make crucial decisions impacting your business, your clients, and the Montana economy. Join us in taking a proactive stance to ensure the success of Montana's business environment.

Key Responsibilities:

  • Advocacy and Representation: Serve as a voice for CPAs and their clients on matters related to state tax laws. Identify and articulate issues within the tax code that need to be addressed to benefit the Montana business environment.
  • Advisory Role: Maintain an ongoing, collaborative relationship with the Montana Department of Revenue, providing feedback and recommendations to promote the fair and efficient administration of tax laws.
  • Legislative Collaboration: Work closely with the Legislative Committee during each legislative session. Offer ideas, share expertise, and voice concerns regarding proposed legislation that affects taxation and business regulations in Montana.

Time Commitment

Meetings as needed. During Legislative Session Monday morning conference calls.

Members

  • Tee Aune

    Senior Associate

    Pinion - Missoula

  • William Dixon

    Pinion - Helena

  • Krista Egenes

    Rudd & Company PLLC - Bozeman

  • Michael Huotte

    Chief Financial Officer

    Anaconda-Deer Lodge County - Anaconda

  • John Iverson

    Iverson Consulting Inc - Helena

  • Walter Kero

    Kero Byington & Associates - Missoula

  • Connor Larson

    Managing Partner

    Colleen Black & Co PC - Billings

  • Shannon Moreno

    Partner

    Red Lodge CPA PLLC - Red Lodge

  • Duane Moulton

    Senior Accountant/Tax

    Holmes & Turner PC - Bozeman

  • Clint Ohman
  • Sharon Rhodes

    JCCS PC - Missoula

  • Russell Rice

    Senior Tax Manager

    Eide Bailly LLP - Billings

  • David Schultz

    Managing Director

  • Steven Stahlberg

    Shareholder

    Stahlberg Manuel & Associates PC - Kalispell

  • John Steinhoff

    Nichols Steinhoff CPAs LLC - Helena

  • Ronald Yates Jr

    Eide Bailly LLP - Billings