Patty Nelson

Patty Nelson
Helena Pinion Location

Helena, MT

828 Great Northern Boulevard
4th Floor
Helena, MT 59601

406-442-1040

Industry Areas

Service Areas

Patty Nelson, Principal, Pinion, LLC

Patty has practiced in public accounting for over 30 years providing tax, advisory and consulting services to corporations, individuals, partnerships, and LLC’s.  She is a highly accomplished accounting professional with a passion for helping clients identify goals and strategies to meet those goals while minimizing tax impact. Additional expertise includes:

  • Business and tax planning and return preparation for all entity types and individuals
  • Review of internal systems and controls to determine where efficiencies might be gained
  • Farm and ranch succession and transition planning

Education

Bachelor of Science Accounting and Business, Montana State University

Professional Associations

Member, American Institute of CPAs
Member, Montana Society of CPAs
Member, Farm Financial Standards Council

Civic Associations

Trustee and Chair, Twin Bridges Schools Board of Trustees

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