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Wheeler Smith CPAs

Wheeler Smith CPAs

Reviews Summary

The accounting team receives consistently outstanding praise for their professionalism, responsiveness, and expertise. Reviewers highlight their exceptional communication, timely service, and ability to simplify complex tax matters. Many appreciate their friendly yet professional approach, personalized client care, and significant tax savings. The team is widely trusted for both business and individual tax needs, with particular emphasis on their knowledge, efficiency, and stress-free experience. Their document management system is noted as user-friendly, and their overall service is repeatedly described as invaluable, earning unanimous 5-star recommendations.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

2006 Stadium Dr UNIT 103

Bozeman, Montana 59715

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday Closed
Friday Closed
Saturday Closed

Customer Reviews

Wow, I couldn?t recommend these guys more. I worked with Jordan and he has a really peaceful way about him. When money and taxes seem to normally stress people out, he is extremely cool, calm and collected. He was very personable but professional at the same time. He also has a way of explaining something that is very complex in a way that a normal person like me to understand. What can normally be super stressful was a wonderful experience. I?ve worked with another group for years, but didn?t know what I

Great group! I worked with Jordan Smith and he is very friendly and great at getting to know you a bit. I appreciate that Wheeler Smith CPA?s have a culture of getting to know their clients instead of just getting down to business. They are also very knowledgeable at what they do and have your best interests in mind.

I highly recommend Jordan Smith and the rest of the Wheeler Smith team. They are fantastic at what they do. Jordan's tax strategy insights provided valuable wisdom and tax savings strategies from a business and individual standpoint. I appreciate the expertise, insight, and professionalism of the Wheeler Smith team!

Jordan and the team are incredible. Easy to work with, super professional and on top of every detail. I can?t imagine trusting anyone more with my taxes. 10/10 would recommend!

Jordan at Wheeler Smith CPAs is the most kind, responsive snd professional CPAs we?ve ever worked with. As a small business owner in Bozeman, knowing I have someone we can trust when it comes to all things taxes is invaluable and we?ll be clients of his for as long as he?s in practice. I highly recommend Wheeler Smith CPAs to anyone needing a CPA.

I would highly recommend using these guys for your taxes! They are very professional yet super friendly. Their online document management system is easy to navigate and efficient. They were also incredibly timely in their services. The entire filing process was less than a week. 5 stars!!

83(b) election? Currency forwards in your 988 section? Long-term, short-term rentals in play? Need to plan ahead in a tax savvy way? NY source income while residing elsewhere? Jordan Smith handles your taxes with care!

Jordan and team were great to work with - responsive, knowledgeable, and friendly all around. Maybe most importantly, that helped save some major $$$ and time during tax season. Couldn't recommend more.

Love this accounting team! Extremely professional and very responsive. They are great at communicating in a timely manner and are always responsive to any questions we have. I trust this team and cannot say enough great things about them!

Skilled at ping pong, better at taxes. But seriously a great crew that cares for the people they serve! Get in with them if you can!

Great group of people; professional, timely & easy to work with. Definitely recommend!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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