Katherine Caldwell, CPA

5.0 (2 reviews)

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Becky R.

6 months ago

Professional, knowledgeable & outstanding Service. Waited to get on with her, but so glad we did!

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Arête C.

6 years ago

Amazing! Quality work for affordable prices. My favorite person to go to in Great Falls or the surrounding area. read more

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Arlyn W. Johnson Certified Public Accountant

(2 reviews)

Friendly, efficient and timely. Great CPA and person all around! He had our taxes done quickly and…read moregave us great pointers for the coming year. Highly recommend him to anyone looking for a skilled and honest accountant.

He did a great job getting my fathers estate taxes done.read more

Solomon Accounting

(1 review)

Bill knows what he's doing so we never have any fear of things going wrong. Just like everyone…read moreelse, I just wish he'd get me money back!

From the owner: Solomon Accounting is a Tax Preparation service in Great Falls, Montana. Owner Bill Solomon will…read moresit down and take the time to understand your situation and make sure you understand exactly what is going on financially. Call to set up a time to discuss your options!Business hours change to by appointment only after tax season. Call for appointments!

Deffinbaugh Financial Services

(1 review)

Don't expect same day service because they have a number of customers. Mine was done in about 3…read moreweeks.

From the owner: Think of us as your personal comprehensive financial concierge service.read more

H&R Block

(3 reviews)

Frustrated as fuck! Filed our taxes with a "Master Tax Advisor" here last year. Thought…read moreeverything was fine and then we get a $1500 bill from the state of MT because our taxes were filed wrong! Thank God I purchased the protection plan which was like an addition $250. So, I go in, visit with another "Master Tax Advisor". She admits it was their screw up and that she'll file a claim. In the meantime, I need to pay the $1500 and H&R Block should refund my money in about 6 weeks. It's been 4 weeks so I call to ensure that we are going to get the refund and lil miss "Master Tax Advisor" has not even filed a claim yet?!?!?! What in the actual fuck?! Have another appointment for next week and now I wait again to see IF they'll issue a refund and IF/WHEN they do, it'll be another 6-week wait. You all need to change the title of these people from Master Tax Advisors to Mediocre Tax Advisors. UPDATE: Just received in the mail from H&R Blockheads an income form for the money they had to REIMBURSE us because they screwed up our taxes. Lovely! (SMH)

An update. The regional manager called after reading the review below (from last year) and offered…read moreus $100 credit if we would give them another try. We gave them another try and it was JUST AS BAD as last year. We had an appointment at 1:00 2/12/21 and were assured we would have our taxes done at that time whether we sat in the office or dropped them off. This DID NOT HAPPEN again this year. In fact - when I stated they should have been completed at our appointment time, NOT MORE THAN 24 hours AFTER, JUDY said, just come get your taxes, I'm not doing them!!! Horrible service!! Absolutely HORRIBLE SERVICE!!! Stay as far away as possible from these folks! We had to find a new tax prep person this year as ours retired at the end of last season. My husband and I went in Feb. 13, had our taxes completed, were quoted $285. We needed to bring back one (1) receipt, (ended up being a $14 receipt) which we did that afternoon. I didn't hear back from them until April. They quoted us significantly different returns than they had while we were there. Had to redo them again to find the problem. We went in to pick them up tonight, yet another mistake, SO MANY signatures and they charged $13 more than they had quoted. An hour after I got home, I received yet another call from them... just returning a voice-mail. I had left 2 days prior. We'll be finding someone efficient and qualified next year. They were HORRIBLE!!!!!!!

Katherine Caldwell, CPA - accountants - Updated October 2026

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Bill knows what he's doing so we never have any fear of things going wrong. Just like everyone…read moreelse, I just wish he'd get me money back!

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Katherine Caldwell, CPA

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