Erin Stockwell
Principal

Erin Stockwell
Great Falls Pinion Office

Great Falls, MT

21 10th Street South
Great Falls, MT 59401

406-727-0888

Industry Areas

Service Areas

Erin Stockwell has over 20 years of experience in the public accounting industry and has a wealth of experience providing services to a variety of clients. She is a trusted advisor, ensuring her clients receive excellent service. Additional relevant experience includes income tax planning and returns preparation for individuals, corporations, LLCs, partnerships, trusts, estates, private foundations, and nonprofits. Erin’s consulting work includes estate planning for high-wealth individuals, working with non-profits on tax exemption compliance and board education, and IRS and Department of Revenue audits for individuals and entities.

She is also experienced with annual compliance work for U.S. citizens living abroad, including income tax compliance and Foreign Bank Account Reporting (FBAR)compliance for both individuals and the foreign businesses in which they are involved. Additionally, she is experienced in successfully bringing qualified clients into compliance with the IRS’ Streamlined Filing Compliance Procedures for Non-Resident, Non-FilerU.S. Taxpayers. Her consulting work includes cross-border income tax, estate, and gift planning, planning for expatriation, as well as entity structure planning.

Education

Bachelor of Science in Business with an Accounting emphasis, University of Montana

Credentials

Certified Public Accountant

Professional Associations

Member, American Institute of CPAs
Member, Montana Society of CPAs

Personal Interests

In her free time, Erin can be found riding her horse, reading a book or hanging out with her husband Wes and their menagerie of animals.

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