Profile

  • Gallatin Valley Tax Services has been locally owned since we first opened our doors in 2006.
  • Each of our nine associates has between 10 and 25 years of experience in tax prep and payroll.
  • We are members of several professional national organizations, including the NAEA (National Association of Enrolled Agents) and the NATP (National Association of Tax Professionals).
  • We have experience in all levels of personal and small business income, as well as payroll tax matters
  • We can handle income tax returns from any state.
  • We have Enrolled Agents on staff—federally authorized tax practitioners who have technical expertise in the field of taxation and who are allowed to represent taxpayers before all levels of the IRS for audits, collections, and appeals. In addition to the stringent testing, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years.

Staff Profiles

200Kathy Olson EA

Kathy has been representing taxpayers before the IRS as an Enrolled Agent since 1990. She has experience representing individuals and small businesses in federal and state matters, both in face-to-face audits and letter adjustments.

Kathy holds a bachelor’s from Concordia College in Moorhead, MN and master’s from California State University in Dominguez Hills, CA. She is the bookkeeper for her husband’s construction company and also has professional experience as a teacher and a musician.

jim banksJim Banks EA

Jim has been a tax professional specializing in tax returns for individuals since 1984. He is an Enrolled Agent (a title awarded by the IRS that signifies a high degree of proficiency). He and his wife, Anne, have lived in Bozeman since 1972 and both have degrees from Stanford. An Air Force retiree, Jim volunteers for MSU athletics and is a charter member of the Big Sky Wind Drinkers. Anne volunteers for several civic and environmental groups in Bozeman.

 

kelly calantineKelly Callantine EA

Kelly was born and raised in the Gallatin Valley, and graduated from Belgrade High School. She attended Western Montana College until faced with the imminent prospect of student teaching—she panicked and enlisted in the US Air Force instead. Kelly retired as a Chief Master Sergeant after more than twenty-two years, earning a bachelor’s degree from Southern Illinois University and a master’s degree from Lesley College along the way.

Kelly got her start as a tax preparer by volunteering for the VITA program while in the Air Force. She worked for several years with a national tax preparation firm before becoming a part of Gallatin Valley Tax Services.

Kelly and her husband, Sam, began a heavy-haul trucking company while she was stationed in Las Vegas, NV. In 2001, she proved you can go home again by packing up the company and moving back to the family ranch north of Belgrade.

shaun hungerfordShaun Hungerford EA

Shaun is a Montana native originally from the Hi-Line with a Bachelor of Science in Accounting from Eastern Montana College. His work experience includes two years as a staff accountant for Charles Bailey & Co. in Billings and thirteen years as a tax professional for a national tax preparation company. He joined Gallatin Valley Tax Services in 2006 as a partner and a tax professional.

Shaun also owns and operates Lone Mountain Flatwork, a Decorative Concrete company in the Gallatin Valley. He has a comprehensive background in construction accounting and specializes in payroll and business tax returns along with all aspects of individual tax returns.

shelly krushenskyShelly Krushensky EA

Shelly is a Gallatin Valley native, graduating from Montana State University in 1995 with a business degree in accounting. Shelly is an Enrolled Agent and has been preparing taxes since 2004 as a member of Gallatin Valley Tax Services and as an employee of a national tax preparation company.

Shelly is well acquainted with QuickBooks and is currently the bookkeeper for several retail and service businesses. She has been a ranch wife and co-owner of a heavy construction business since 1983. She has also been a CFO of a small national company.

sharon roeSharon Roe EA

Sharon has been preparing personal income taxes professionally since 1995 for a nationally recognized company, and since 2006 for Gallatin Valley Tax Services. She is an Enrolled Agent and does bookkeeping as well as income tax preparation. For the last three and a half years, Sharon also has been employed as Business Manager for the Amsterdam School District. Sharon is a native of New Mexico and specializes in NM tax returns as well as other state returns. She holds a master’s degree from the University of Northern Colorado.

peggy schwalmPeggy Schwalm

Peggy Schwalm has performed tax preparation and bookkeeping services for several decades. She worked ten years for a national tax preparation firm and has worked for Gallatin Valley Tax Services since 2007. She is an experienced professional in all tax matters and has been successful in many audit representations.

She received her bachelor’s degree at Purdue University and continued her master’s education at University of Idaho. Her first degree was in Wildlife Biology and worked for USDA Forest Service in Idaho for many years. She segued into office work when juggling a family business, marriage and children while living in rural Idaho. Business brought her to Montana and she has lived in the Gallatin Valley since 1995. Her children are raised and off to the wilds of Alaska, where she hopes to visit again soon.

kathy yergerKathy Yerger EA

Kathy is a tax professional with twelve years of experience and training. She has provided assistance to hundreds of clients with a variety of needs, ranging from individuals and small businesses to farm and ranch returns. She has managed the records and prepared tax returns for her family’s farming business for the last nine years.

Kathy was born and raised on a farm/ranch in Eastern Montana. She and her husband have lived in the Bozeman area for twenty-three years and have two grown sons. In her spare time, Kathy gardens, sells hay, and tries to prevent her husband from buying additional farm equipment.

Marcia Fuller

Marcia is a native Spanish speaker who has been preparing tax returns professionally since 2004. She specializes in assisting with filing W7s for people who need federal ITINs to file their returns and claim exemptions. She also has experience with foreign incomes, small businesses, and rental properties.

Marcia is a graduate of the University of Las Americas, Puebla, and is also employed by the Belgrade School District. She is an American citizen who has been living in the Gallatin Valley with her family for twenty years.