PEOPLE

Russell A. Davis, CPA

Helena, MT

Areas of Expertise
  • Accounting
  • Professional Advisory
  • Tax
Professional Memberships
  • American Institute of CPAs
  • Montana Society of CPAs
  • Helena Chapter of CPAs
Designations and Licensures
  • Certified Public Accountant – 2013
Education
  • Business / Accounting 2006
  • Business / Finance 2007
  • University of Montana – Missoula, Montana

Russell Davis launched his career in the financial services industry in the government sector, as a business and income tax auditor for the state of Montana. The Butte native achieved his CPA license and transitioned into public accounting where he is now based in the JCCS Helena office.

Russell approaches each client and task, no matter how overwhelming it may seem at first glance, by breaking the problem or task into workable components and then working piece by piece forward toward a solution and clarity. The important part, he says, is communicating his team’s results back to the client in a way that is both understandable and valuable. It’s also imperative that information is shared between JCCS staff so that the team can establish the best products appropriate for each client.

Depending on a client’s needs and situation, Russell’s services range from working with clients on biweekly payrolls to quarterly advising to yearly compliance. And frequently larger opportunities such as retirement investing and employee benefit plans also present themselves.

In the winter he skis and snowboards. In the summer he wakeboards, golfs and rides and rebuilds his motorcycles. All year, Russell spends time with his wife and daughters … and the pups, too.