Spencer Marks, CPA is the manager at Multistate Tax Resources, LLC. He has an extensive background in multistate tax planning coupled with strong connections with other professionals within the tax field. Prior to going into private practice, Spencer was a tax auditor specializing in multistate pass-through entities, successfully completing over 4,000 audits. He has been trained by both the Internal Revenue Service and the Multistate Tax Commission in the areas of income tax and multistate entity tax compliance.

Shaunda Wilson, CPA comes with almost a decade of experience in tax preparation and tax auditing. Prior to joining Multistate Tax Resources, LLC in 2015, Shaunda worked as a state tax auditor specializing in pass-through entities and served as the site coordinator for a local Volunteer Income Tax Assistance (VITA) site for five years. She has been trained by both the Internal Revenue Service and the Multistate Tax Commission in the areas of income tax and multistate entity tax compliance.

Tracee Gallo, CPA has over 18 years of collective experience in tax preparation, tax auditing, and financial accounting. Prior to moving into public accounting, Tracee was a state tax auditor and management analyst specializing in pass-through entities and multistate taxation. Her skills for research and analysis of state and federal tax laws and policy make Tracee a solid asset when tackling complex tax situations. She has been trained by both the Internal Revenue Service and the Multistate Tax Commission in the areas of income tax and multistate entity tax compliance.

Whitney Breipohl is from Winnett, Montana and recently graduated from Rocky Mountain College with an B.S. in business management and an M.S. in Accounting. She brings quite a bit of experience, having worked in public accounting since 2017. In her free time she enjoys spending time with family and attending various Class C athletic events.

Jess Curney, CPA has worked in public and private accounting for over 6 years. She has experience in financial accounting, forensic accounting, and audit across a variety of industries including agriculture, financial institutions, medical devices and power and utilities. When Jess is not working, she enjoys fly fishing around Helena.

Jonee’ (Sunny) Restuccio, EA is a tax accountant with 10 years of income tax preparation experience. As a military spouse, she has lived in and prepared taxes in multiple states. She specializes in military personal income tax and loves to help veterans and their families with their transition to civilian life. From tax planning to helping with the formation and financial management of small businesses, she is there to assist her clients every step of the way. Prior to joining Multistate Tax Resources, LLC she has worked as a multi-unit tax office manager, small business bookkeeper, payroll account manager, and non-profit treasurer. During her free time, Sunny enjoys traveling with her husband to watch her daughter play soccer and going camping with her family.

Kendra Mergenthaler joined our firm as a staff accountant in 2020. She currently holds a bachelor’s degree in accounting and is working toward obtaining her CPA. She comes with a strong background in bookkeeping having spent four years as an internal accountant for local property management company. She has a passion for numbers and learning and is a great asset to our team.

Winter Enriquez joined our firm in 2023 as our office coordinator. She spent the last four years working in customer service at a local eye care clinic, taking great care of their optometric patients! She brings a number of organizational skills and talents to our team and is a great asset.

Rena Van de Wouw combines twenty years of legal assistant experience with love of numbers. Her legal career began at the corporate office of Lockheed Martin Corporation in California prior to its merger. She then pursued insurance defense working closely with carriers, attorneys and lien claimants. Prior to joining Multistate Tax Resources, LLC she worked as a legal assistant specializing in business and tax law and estate planning.

Kobe Mergenthaler joined our firm as an intern in the fall of 2023. He recently graduated from East Helena High School and is currently enrolled in the accounting program at Helena College. His future goals include becoming a CPA.