About Multistate Tax Resources, LLC

At Multistate Tax Resources, LLC, our field of expertise is as diverse as our clients and their businesses. Our name says it all – we are your resource for all of your tax needs, both at the federal and state levels. We offer a network of experienced professionals that can provide you with highly developed institutional knowledge that will benefit you and your business, no matter how big or small. We are more than a tax preparation firm – we are there throughout the year to assist you in making the right tax choices in your day to day business operations. Additionally, we seek to ensure that your legal needs mesh with your accounting needs by working closely with either your attorneys or the knowledgeable tax/business attorneys in our corner. It is our sense of customer service that separates us from most other tax firms. Multistate Tax Resources, LLC can and will meet all of your needs, whatever they may be, in the wide ranging and ever expanding field of taxation.
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Spencer Marks, CPA

Principal

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.
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Shaunda Wilson, CPA

Senior Tax Manager

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.
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Tracee Gallo, CPA

Senior Tax Manager

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.

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Jessica Simanton, CPA

Tax Manager

Jessica Simanton, CPA has worked in public accounting since 2014. During this time, she acquired experience in income tax preparation, financial accounting and audits of governmental entities. Prior to entering public accounting, Jessica worked as an auditor for the state and in the accounting department for a private company.
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Whitney Breipohl, CPA

Tax Manager

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.

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Jess Curney, CPA

Tax Accountant

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.

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Kendra Mergenthaler

Staff Accountant

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.
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Winter Enriquez

Office Coordinator

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.
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Rena Van de Wouw

Client Liaison

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.
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Kobe Mergenthaler

Office Administrator

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.

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