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Julie Adkins CPA is a highly regarded certified public accountant based in Kalispell, Montana, with a focus on small business tax planning and individual tax preparation since 1995. With a dedication to providing personalized and confidential services, Julie assists clients across Montana and other states, offering expertise in business consultations, estate tax planning, and preparation of estate and gift tax returns. Clients have consistently praised Julie for her extensive knowledge of tax law, attention to detail, and ethical approach to accounting. Her commitment to ongoing education and client satisfaction has earned her a reputation as a trusted advisor who navigates complex tax situations with ease, providing valuable insights that often lead to substantial savings for her clients. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Kalispell, MT area, Shay Smithwick-Hann will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.