At Red Lodge CPA, we understand that clients are the core of our business and our greatest strength. We are located in Red Lodge, Montana, providing CPA level tax, accounting and business services.
We strive to establish and maintain a personal, yet professional relationship with each client to understand and meet their unique financial goals for all stages of life. More than just an accounting firm, we want to be an integral part of your financial team.
We believe in open, two-way communication, providing maximum value and suggesting opportunities. We believe in forging an on-going accounting alliance that minimizes hassle and stress. We believe in always being available to answer your questions, keeping current with tax law, utilizing the most contemporary tools and teaching our clients vital accounting skills. These are all part of the service our customers can expect when working with our professionals.
Individuals = $3,600, Family = $7,200, Age 55 or older, add catch-up contribution = $1,000
Under age 50 at year end = $6,000
50 or over at year end = $7,000
$0.575 per mile
AREAS OF EXPERTISE: All types of taxation including individual, partnership, LLCs, and corporate.
EXPERIENCE: Mike was a partner with Shuck, Bennet & Weber, LLP from 2005-2012. He started working for the SBW, LLP in 2002. Prior to joining the firm, he worked for Arthur Anderson and KPMG from 1992 to 1996 and then worked in the mining industry from 1996 to 2002. He became a CPA in 1993. His expertise is in complex tax issues, including mergers, acquisitions, corporate and partnership taxation, including complex acquisitions and dissolutions. He also specializes in ownership succession planning, as well as estate and tax planning for individual clients. He has extensive experience with business, trust/estate, and individual income tax return preparation. He has experience with restaurants, retailers, and construction contractors.
EDUCATION: Graduated from the University of Wyoming in 1991.
AFFILIATIONS: Member of the Montana Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants.
PERSONAL: Mike is married and has two children. He enjoys skiing, fly fishing, trail running, and hunting.
Areas of Expertise: Taxation including individual, partnership, LLCs and corporate. Knowledgeable in all facets of business accounting with extensive experience in QuickBooks and other accounting software.
Experience: 11 years in public accounting, with an emphasis in taxation. She became a CPA in May 2018.
Education: Graduated from Liberty University with a Bachelor of Science in Accounting in 2013 and a Master of Science in Accounting in 2017.
Affiliations: Member of the Montana Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants.
Personal: Shannon is married with 5 children and 4 grandchildren. She enjoys spending time with her family, reading, the arts, and music.