Jason Schramm, CPA
- Montana State Society of CPAs
- American Institute of CPAs
- Certified Public Accountant 2014
- Master of Professional Accountancy 2012
- New England College - Henniker, New Hampshire
- B.S. in Business/Finance Option 2001
- Montana State University - Bozeman, Montana
Jason understands that the relationship he has developed with his clients extends beyond numbers. He believes that to help clients accomplish their goals, it takes listening and asking the right questions. This allows him to understand each client’s unique situation and come up with a collaborative plan to help them get where they want to be.
The core of Jason’s approach is being proactive by communicating regularly with his clients and continuing to learn the latest technology and business strategies available. This allows his clients to focus their energy on where it’s needed, which is accomplishing their personal, professional, and financial goals.
The tax team of JCCS is a dedicated group of professionals who have expertise in a variety of industries. This gives each member access to knowledge that exponentially adds value to the clients they work with. With a passion for tax planning and over 20 years of experience, Jason has used cost segregation studies, recommended qualified retirement plans, and various other strategies to save clients substantial sums of money in taxes over his career.
Jason grew up in Bozeman, MT. When not working you will find him spending time with his family, fly fishing, reading, or walking his two golden doodles.