Billings Montana landscape with rolling hills and mountains
Billings, Montana

Take control of your financial future — starting today

Expert tax planning, bookkeeping, and financial strategy delivered with the personal attention your business deserves.

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Licensed CPA
Serving Billings Since 2010
5-Star Rated
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What We Offer

Comprehensive financial services tailored to your goals

From individual tax preparation to full-scale business accounting, we provide the expertise and personalized attention you need to make confident financial decisions.

Tax Preparation & Planning

Strategic tax planning throughout the year and meticulous preparation when filing season arrives. We identify every deduction and credit you deserve.

  • Individual & Business Returns
  • Year-Round Tax Strategy
  • IRS Representation

Bookkeeping & Accounting

Accurate, timely bookkeeping that keeps your business organized and gives you clear visibility into your financial health.

  • Monthly Reconciliations
  • Financial Statements
  • Payroll Processing

Business Advisory

Strategic guidance to help your business grow. From entity selection to cash flow management, we're your trusted financial advisor.

  • Entity Formation & Structuring
  • Cash Flow Analysis
  • Growth Planning

Estate & Trust Planning

Protect what matters most. We help you navigate estate tax considerations and structure your affairs for future generations.

  • Trust Tax Filings
  • Estate Tax Returns
  • Wealth Preservation

IRS Resolution Services

Facing an audit or tax debt? We'll advocate on your behalf, negotiate with the IRS, and develop a path to resolution.

  • Audit Representation
  • Offer in Compromise
  • Payment Plan Negotiation

Cross-Border Tax

Montana-specific tax expertise for local businesses and residents. We understand the unique regulations affecting your situation.

  • Montana State Tax Compliance
  • Multi-State Filing
  • Resource Industry Taxation
Professional office setting in Billings Montana
About Theresa

A trusted voice in Billings financial services

Theresa Sherbo founded her practice with a simple conviction: financial guidance should be personal, transparent, and genuinely helpful. Based in the heart of Billings, she has spent over a decade helping individuals, families, and business owners navigate the complexities of tax law and financial planning.

As a licensed Certified Public Accountant, Theresa brings rigorous expertise to every engagement — but she never loses sight of the person behind the numbers. Whether you're a startup founder figuring out your first payroll, a homeowner planning for retirement, or a business owner facing an IRS notice, she approaches each situation with the same care and dedication.

Her practice is built on long-term relationships. Many of her clients have been with her for years, returning not just during tax season but throughout the year for strategic advice and peace of mind.

Licensed CPA

Montana State Board of Accountancy

Billings-Based

Serving Yellowstone County

A+ BBB Rating

Accredited Business

IRS Enrolled Agent

Authorized Representation

How We Work

A process built around you

Every client relationship follows a clear, collaborative path from first conversation to lasting financial confidence.

1

Discovery Call

We start with a conversation — no pressure, no sales pitch. You share your situation, and we listen to understand your goals and concerns.

2

Custom Strategy

We develop a tailored plan that addresses your specific needs — whether that's minimizing tax liability, organizing your books, or planning for growth.

3

Expert Execution

We handle the details with precision and care — preparing filings, managing records, and communicating with agencies so you don't have to.

4

Ongoing Support

Our relationship doesn't end at filing season. We're available year-round for questions, adjustments, and strategic guidance as your situation evolves.

Client Stories

Trusted by Billings businesses and families

"Theresa took the stress out of our first year in business. She set up our bookkeeping system from scratch and guided us through every tax decision. Having her as part of our team has given us confidence we never had before."

MR
Restaurant Owner
Downtown Billings

"After years of doing our own taxes, we finally hired Theresa — and immediately noticed the difference. She found deductions we never knew existed and made the entire process painless. It's like we've been leaving money on the table for years."

JL
Homeowner & Freelancer
Billings Area

"When we faced an unexpected audit, Theresa handled everything with professionalism and calm. She communicated clearly at every step and resolved the issue quickly. We couldn't have asked for better support during a stressful time."

SK
Small Business Owner
Billings, MT

Ready to take the next step?

Schedule a complimentary consultation to discuss your financial needs. No obligations — just honest, expert advice tailored to your situation.

Get Started Today (406) 969-4455
Get in Touch

Let's start a conversation

Whether you have a specific question or just want to learn more about how we can help, we'd love to hear from you. Reach out by phone, email, or stop by our office — whichever is most convenient.

Phone
(406) 969-4455
Email
tsherbocpa@gmail.com
Office
2047 Broadwater Ave Ste 3
Billings, MT 59102
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