Montana Tax Group is a local tax and accounting firm located in Billings, Montana.  We offer expertise and in-depth knowledge relating to tax and accounting issues, with the personal and customized service only a smaller firm can provide.  Our foremost priority is the financial success of our clients and we are dedicated to providing the highest level of service.

Matt Schafer, CPA
Partner

Experience

  • Over twenty-five years’ experience working in the accounting
    field, including experience working in a financial controller and
    CFO capacity for businesses and organizations in a variety of industries.
  • Experience preparing a wide array of complex financial reports, business
    plans, forecasts, budgets, and ad hoc reporting.
  • Proven ability to be a high performer under demanding and time sensitive deadlines.
  • Building effective financial analysis frameworks using technology to support key decision making.
  • Reviewing tax returns and other information reports in a complex environment to ensure regulatorycompliance.
  • Extensive experience in understanding key performance indicators amongst a diverse group ofindustries to evaluate the significant aspects of an organization’s operations.
  • Demonstrated track record of effective emotional intelligence skills that established impactfulrelationships with company management and other team members, clients, and others.
  • Experience serving as primary contact with external audit firms and managing all audit processes.

Education and Credentials

  • Bachelor of Science in Business Administration, Accounting – Montana State University Billings
  • Licensed Certified Public Accountant – Montana Board of Accountancy
    Memberships and Community Involvement
  • Montana Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • United Way of Yellowstone County, Current Board Member and Treasurer
  • Billings Builder’s Exchange, Current Board Member and Treasurer

Stephanie Lehnen, CPA
Partner

Experience

  • Over thirteen years’ experience working in public accounting for
    a local and national firm.
  • Extensive experience working with clients providing financial
    statement audit, review, compilation, and tax services.
  • Experience preparing financial statements for clients in a variety of businesses.
  • Experience performing technical audit and tax research and providing accounting solutions to complex transactions.
  • Proven ability to lead a team on various audit and tax client projects and achieve timely financial reporting and tax preparation.
  •  Experience providing accounting and bookkeeping services for small to mid-sized organizations.

Education and Credentials

  • Bachelor of Science in Business Administration, Accounting – Montana State University Billings
  • Licensed Certified Public Accountant – Montana Board of Accountancy
    Memberships and Community Involvement
  • Montana Society of Certified Public Accountants•American Institute of Certified Public Accountants•Billings NextGen Member, Billings Chamber of Commerce•United Soccer Club, Board Member and Treasurer
Professionals associated with Montana Tax Group may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Montana Tax Group, PLLC, and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Montana Tax Group, PLLC  DBA Montana Tax Group. Montana Tax Group, PLLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.