Tax preparation in Helena, MT

Helena (pop. 32,091) has 178 credentialed tax preparers — about 55.5 per 10,000 residents.

Credentialed preparers

178

67 CPAs · 18 EAs · 5 attorneys

Returns filed

29,640

IRS SOI, ZIP-level

Avg. AGI per return

$81,596

Avg. refund

$2,457

65% of returns get one

Self-employment share

15.1%

returns w/ Schedule C income

Use a paid preparer

42%

share of local returns

Free prep returns (VITA)

140

IRS-assisted filings

Need tax help in Helena?

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42% of Helena filers already use a paid preparer — see if it makes sense for you.

Tax services in Helena

Filing stats by ZIP code

ZIPReturnsAvg AGIAvg RefundSelf-emp.Paid preparer
5960115,400$81,868$2,33214.4%40%
5960214,240$81,303$2,59215.9%44%

Credentialed preparers in Helena

Full directory →

Source: IRS PTIN public data. Listing is informational, not an endorsement.

Name / FirmCredentialZIPPhone
KCoe Isom, LLPCPA59601—
AMORY AICHLMAYROther596014064386543
Ernst & Young LLPsiteCPA59602(406) 781-7664
Atwood Accounting Services, LLCsiteCPA59601(406) 442-1947
Austin Accounting ServicesCPA596014064311883
CFO Solutions IncsiteOther59601(406) 439-0080
Wipfli LLPCPA59601—
Jackson Murdo & Grant, PCATTY596014064421314
Carol K Blessinger CPACPA596014064318746
Big Sky RetirementsiteERPA59601(406) 513-1091
Pinion, LLCsiteCPA59601-3357406-869-1817
MULTISTATE TAX RESOURCES, LLCCPA59624(406) 502-1897

FAQ

How many tax preparers are in Helena?

The IRS lists 178 credentialed tax preparers in Helena, MT — including 67 CPAs, 18 enrolled agents, and 5 tax attorneys.

What's the average tax refund in Helena?

Returns filed from Helena ZIP codes average a refund of $2,457, and roughly 65% of returns receive a refund.

Do I need a CPA or can I file myself?

If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.

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