
Tim has prepared over 43,000 tax returns over his 23 year career as a tax preparer. He is a CPA, EA, and has a Masters degree in accounting. Tim loves to truly assist those that need our services. He has a beautiful wife, Nicole, and 3 amazing children.

Jordan has over 10 years of experience in taxes for small to medium size businesses. As a CPA, Jordan focuses on understanding the overall goals of the business and individual to make sure the tax planning fits into it. He has an amazing wife, Alexis, and 4 wonderful kiddos.

Tyler graduated with a Masters in accounting from Iowa State University. He has a heart for really understanding the needs of each client in order to help them with their tax and accounting goals. Tyler loves the beautiful scenery of Montana and his local community.

CeCe moved to Bozeman two years ago from Washington State. She has had eight years of front office administrative experience. In her free time, she loves exploring the beauty of Montana, hanging out with friends, FaceTiming with her niece and nephew in Iowa, baking and painting. She has been with the Wheeler Smith team since they opened i
CeCe moved to Bozeman two years ago from Washington State. She has had eight years of front office administrative experience. In her free time, she loves exploring the beauty of Montana, hanging out with friends, FaceTiming with her niece and nephew in Iowa, baking and painting. She has been with the Wheeler Smith team since they opened in 2024. CeCe enjoys socializing, building relationships, and greeting our clients with a smile at the front desk.

Originally from Wisconsin, Bekah graduated with a Business Management degree in North Dakota and now brings her expertise to our clients' payroll and accounting needs. Bekah is an outdoor enthusiast who loves skiing and mountain biking with her husband, though she’s just as happy playing the piano or diving into a good game of GNOP.

Chris serves as a Tax Preparer handling the organization and initial entry of client tax data. With one tax season of experience, Chris supports the senior accounting staff by ensuring all necessary documentation is collected and properly formatted. Before preparing taxes Chris worked as a bookkeeper for 3 years and loves helping clients. Chris has a charming wife Beth and 2 amazing kids.

A graduate of Montana State University with a Bachelor’s degree in Accounting, Seth is currently working toward his CPA. He strives to learn as much as possible while assisting clients with their tax and accounting goals. Outside of the office, Seth is often found exploring the mountains, playing various musical instruments, or cooking up
A graduate of Montana State University with a Bachelor’s degree in Accounting, Seth is currently working toward his CPA. He strives to learn as much as possible while assisting clients with their tax and accounting goals. Outside of the office, Seth is often found exploring the mountains, playing various musical instruments, or cooking up a storm in the kitchen. Seth is also looking forward to a milestone year as he prepares to marry his fiancée, Macy, in late summer.

Dexter graduated from Montana State University with a degree in education, and is currently pursuing a degree in Accounting & Data Analysis at Liberty University. Dexter is passionate about helping clients meet their goals, and find the best solutions for their tax and accounting needs. Dexter is lucky to have his wonderful wife, Jodie, and one daughter.
Mon | 08:00 am – 05:00 pm | |
Tue | 08:00 am – 05:00 pm | |
Wed | 08:00 am – 05:00 pm | |
Thu | 08:00 am – 05:00 pm | |
Fri | 08:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | Closed |
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