Michelle Jones, CPA

About Michelle Jones, CPA

Michelle Jones, CPA is a Certified Public Accountant serving clients in Miles City, Montana and the surrounding region. With 16 years of professional experience, the firm of Jones & Ortiz Financial handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the Montana Board of Accountancy, Michelle Jones, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Individual returns (Form 1040)
• Tax planning and projections
• Power of attorney (Form 2848)

Service area

Primary office in Miles City, MT (ZIP 59917). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Montana. Virtual consultations are offered for clients outside the immediate Miles City metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Montana Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Montana State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.