PEOPLE

David A. Sutherland, CPA

Kalispell, MT

Areas of Expertise
  • Accounting
  • Tax
Professional Memberships
  • Montana State Society of CPAs
  • Flathead Society of CPAs
Designations and Licensures
  • Certified Public Accountant – 1985
  • Series 7 and 65 Advisory License
Education
  • B.S. in Business / Accounting Option 1985
  • Montana State University – Bozeman, Montana

Dave Sutherland started his career in Great Falls, working 12 years for a large local firm. After moving to the Flathead Valley he started his own firm and provided accounting, tax and financial planning services for more than 15 years before joining JCCS in 2014. Over the last 30 years, Dave has developed a niche working with international clients, mostly Canadian.

Dave’s objective is to help the small-business owner understand in layman’s terms the “why” behind the tax laws. That’s part of his larger goal, as he says, “to provide clients with a bridge to sanity in an insane tax compliance environment.” It helps that he knows firsthand what it means to own a small business.

In today’s complex world, no one person can provide all the expertise needed by today’s small-business owners, so Dave connects with other JCCS team members for additional expertise as needed. He does that not only to think “full service” in addition to “tax minutia,” but also because he knows it’s important to suggest solutions to problems that a business owner might not realize they have before they surface.

Dave also serves on the Park Side Credit Union board.