Sonia Carter, CPA

Kalispell, MT

Areas of Expertise
  • Accounting
  • Tax
Professional Memberships
  • Montana Society of CPAs
  • Flathead Valley Society of CPAs
Designations and Licensures
  • Certified Public Accountant – 2014
  • Master of Accountancy 2013
  • B.S. in Business / Accounting Option 2012
  • University of Montana – Missoula, Montana

A tax return preparer for individuals, pass-through entities and nonprofits, Sonia believes in providing clients with a quality product on a timely basis. Having tax work completed in an efficient and effective manner creates more mental freedom for our clients, and allows them to focus on other matters that are truly important to them. Maybe they have a question about a new or existing business, or about their financial futures … or maybe they just don’t want to think about taxes anymore!

There are numerous ways to approach a tax return, and no one tax preparer can know every line in the federal and state tax laws. Here at JCCS, we pride ourselves on being a team that shares knowledge, ideas and innovations when it comes to client services. If Sonia runs into something she hasn’t seen before, she knows there is someone down the hall or in another office who has. It is this culture of teamwork that allows JCCS to look at client situations in more than one way, and helps determine what is best for each particular client.

Sonia was born in Wisconsin but has lived in Montana since she was 10 years old. She grew up in the Bitterroot area and moved to the Flathead Valley in 2013. Sonia’s hobbies include riding her horse, spending time outdoors and enjoying the company of her family and friends.