PEOPLE

John E. Stevens, CPA

President & CEO, Shareholder

Whitefish, MT

Areas of Expertise
  • Accounting
  • Audit
Professional Memberships
  • American Institute of CPAs
  • Montana State Society of CPAs
  • Flathead Society of CPAs
Designations and Licensures
  • Certified Public Accountant – 1999
Education
  • B.S. in Business / Accounting Option 1996
  • Montana State University – Bozeman, Montana

If you’ve ever wondered about the finer points of taxation of pass-thru entities or developing a plan to transition your business, strike up a conversation with John Stevens. All the better if you’re standing near a trout stream. A native of Great Falls and proud veteran of the U.S. Army, John’s lifelong love of fishing, hiking and camping in Montana’s great outdoors is second only to his passion for helping clients understand and implement ideal tax strategies and compliance issues.

Throughout his nearly 20 years as an accounting professional John has focused on building strong, long-term relationships with his clients, and to stay always aware of decisions each client either is or will soon be facing. His unwavering attention to client needs enables John to offer the most effective advice tailored to each client’s unique goals and situations.

John’s passion for helping clients improve both their personal and business wealth is powered by his own extensive experience combined with that of the entire team of JCCS professionals, which he readily states is “second to none.” For example, when a client recently was interested in ways to reduce taxable income, John and the JCCS team designed and implemented a retirement plan that reduced the company’s overall tax liability. More than that, the new plan quickly and positively impacted employee satisfaction, improved employee retention and helped recruit top talent.