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Business Details
36 Years
experience
Professional Accounting Services in Havre, MT
Scharfe Kato is a dedicated tax and accounting firm serving clients in Havre, Montana, and the broader Montana Hi-Line region. Since our founding in 1990, we have prioritized a balance between personalized local service and professional excellence. Our team of experienced CPAs and staff accountants focuses on building long-term relationships by addressing the unique needs of individuals and businesses. We offer tailored accounting, tax preparation, payroll, and consulting solutions, emphasizing transparency and client education. With a commitment to staying current on evolving tax laws, we help clients minimize liabilities, optimize cash flows, and plan for future success.

Our deep roots in the community and expertise in both local and national financial landscapes position us as trusted advisors for diverse clientele. By integrating advanced tools like QuickBooks and Sage 50 with hands-on support, we ensure efficient and accurate financial management. Our history of growthfrom a small practice to a multi-shareholder firmreflects our dedication to integrity, client satisfaction, and continuous improvement.
Services
Accounting Services Tax Preparation Payroll Services Consulting Services Bookkeeping
Details
  • Year established: 1990
Highlights and features
  • We have over 30 years of experience serving Havre and the Montana Hi-Line.
  • Our team includes four full-time CPAs with specialized expertise in tax and accounting.
  • We prioritize personalized service, understanding each client's unique financial situation.
  • Our local knowledge ensures tailored solutions for Montana businesses and individuals.
  • Certified professionals handle complex tax laws and accounting needs with precision.
Services
Accounting Services
We provide tailored accounting solutions for businesses of all sizes, including bookkeeping, financial statement preparation, and computer accounting setup. Our team ensures accurate records and streamlined processes, whether you're launching a new venture or managing an established company. With expertise in Montana-specific requirements, we help businesses maintain compliance and financial clarity.
Tax Preparation
Our tax services cover individual and business needs, including partnership, corporate, estate, and nonprofit tax returns. We stay current on evolving laws to minimize liabilities and ensure compliance. From simple filings to complex returns, our CPAs deliver accurate, timely solutions while educating clients on their tax situations.
Payroll Services
We handle all aspects of payroll processing, including paycheck calculation, tax deposits, W-2/1099 forms, and workers' compensation reporting. Our customized solutions ensure compliance with state and federal regulations while saving businesses time and reducing errors through efficient system integration.
Consulting Services
Our consultants offer strategic guidance on tax planning, business structure, and software selection. We work closely with clients to assess financial health, set goals, and implement solutions tailored to their unique needs, combining industry expertise with local market insights for sustainable growth.
People
James C. Kato
Shareholder
A Havre native, Jim joined the firm in 1995 and became a shareholder in 2003. He focuses on client relationships and firm leadership while balancing community involvement and family life.
Lindsey S. Kellam
Shareholder
Lindsey, a Chinook-raised CPA, joined the firm in 2006 and became a shareholder in 2014. She specializes in tax services and enjoys sharing expertise while balancing family life with her husband and two daughters.
Mark Kato
CPA
With a background in public accounting and construction, Mark brings diverse expertise to our team. He joined in 2007 after running his own business and contributes extensive tax and financial knowledge.
Savanna L. Munson
CPA
Savanna joined in 2020 and earned her CPA license in 2021. A Montana State honors graduate, she provides skilled accounting services and enjoys creative pursuits outside of work.
Dawn Trotter
CPA
Dawn joined in 2022, bringing experience from Eide Bailly and CHMS, P.C. She specializes in tax preparation and balances work with family life on her Eastern Montana farm.
Questions
What services do you offer?
We provide accounting, tax preparation, payroll processing, and financial consulting services tailored to individuals and businesses in Havre and the Montana Hi-Line.
Are you experienced with Montana-specific tax laws?
Yes, our CPAs maintain up-to-date knowledge of state and federal regulations and specialize in navigating Montana's tax landscape.
Do you assist with business entity selection?
Yes, we guide clients through choosing the optimal business structure, including entity setup and filings.
Is payroll setup included in your services?
We offer comprehensive payroll services, including system setup in QuickBooks or Sage 50, tax deposits, and reporting.