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About Us

About Our Firm

Our Team for Tax Preparation in Bozeman, MT

We pride ourselves on the service we offer and the expertise of our staff. Our firm specializes in services to small and medium sized businesses including entity selection, tax planning and preparation, bookkeeping, payroll, business valuations, and exit strategies.

Over the years, we've successfully grown our firm by taking the trust placed in us by our clients very seriously. We know this is a privilege and we take this responsiblility to heart. We strive to use the experience of our highly trained professionals to help clients maximize profits and minimize tax obligations through proper planning. Your success is our success, and all of us here at Schramm & Associates, LLC look forward to working together with you to achieve your goals.

Our Mission

Our mission is to provide the best in accounting and financial services to our clients by emphasizing education, integrity, and professionalism.

Our Team

Jason Schramm-- Certified Public Accountant/Advisor Certified Public Accountant

Jason graduated with a degree in Finance from Montana State University and joined Schramm & Company in 2001. In 2012 he earned his Masters of Accountancy from New England College and successfully passed the CPA exam. Since joining our firm Jason has helped streamline our business processes in order to offer the best customer service we can. He is constantly looking for ways to add value to our clients and ensure client satisfaction. He also has vast experience preparing individual, corporate, and partnership tax returns. Jason is a Bozeman native, enjoying all the activities the area has to offer with his son Eli and wife, Kellie.

Kellie Schramm-- Payroll/ Bookkeeping 406-586-4379

Kellie is the payroll and bookkeeping manager for Schramm & Associates, LLC. She has over 12 years of experience and is responsible for preparing and over-seeing payroll and all bookkeeping services. She has helped advance the office’s paperless transition and has also spearheaded our virtual tax, payroll and bookkeeping services that we provide to clients. As Bozeman natives Kellie, her husband Jason and son Eli enjoy fishing, camping, hiking and cheering on the Bobcats!

Krista Egenes-- Certified Public Accountant Montana State University

A seasoned accountant, Krista has worked in the public accounting sector since 2011. She began her career providing accounting and payroll support as well as financial statement write-up and compilations for a broad area of industries including construction, oil & gas, retail, service-based and non-for-profit industries. Since then, she has expanded her scope of knowledge into income tax preparation for individuals and small-to-medium sized businesses. Her goal is to provide invaluable insight and knowledge to meet each client’s unique objectives. Krista is passionate in taking a proactive approach in assessing clients’ current and prospective financial situations as to reduce tax liability while remaining compliant in the dynamics of tax law and regulation. She holds a Bachelor of Science degree in both Accounting and Business Administration and Management and is a licensed Certified Public Accountant in the state of Montana. Outside of her professional work, she loves the outdoors, fitness, musical creativity and spending time with family, friends, and her beloved cats.

Barbara Wheeler -- Bookkeeping 406-586-4379

Barbara joined our team in 2013. She has worked in all facets from our front office receptionist to her current position as an integral part of our bookkeeping staff. Barbara and her husband Mike are Bozeman Natives and have been married for 45 years. She has 3 grown daughters and 2 adorable grandsons with her first granddaughter on the way! In her spare time she enjoys gardening, reading, and long walks with her dog Bo.