Clarity. Confidence. Connection.
Deeply rooted in the Bitterroot Valley, we combine modern technology with Montana values — responsiveness, transparency, and genuine connection.
We believe financial insight builds confidence. We specialize in helping Montana families, retirees, and small business owners gain confidence in their financial lives.
Retiring in the Bitterroot Valley?
Download our free guide: Retiring in the Bitterroot Valley: 5 Smart Tax Moves for Montana Retirees
Built for modern, responsive service.
Wald CPA is a modern accounting firm built around responsiveness, transparency, and personalized care. We combine deep technical expertise with real-world insight from CFO leadership to help you plan ahead, not just look back. Our secure, cloud-based systems make collaboration easy wherever you work.
- Fast, clear communication
- Personalized guidance
- Security first, cloud-native
- Proactive planning
How we can help
- Individual and family tax planning
- Fractional CFO & accounting advisory
- Bookkeeping & payroll
- Business tax & entity planning
- Budgeting & forecasting
- Year-round support & reviews
What Clients Say
"He brings a level of responsiveness and personal attention I've never experienced from a CPA."
"He doesn't just file your taxes, he helps you think strategically about your business."
"The client portal is very helpful and easy to work with, even for someone not great with technology!"
Ready to get started?
Call us at (406) 209-8932 or email us at hello@waldcpa.com. We’ll respond within one business day to schedule a discovery call.