George is the principle and sole shareholder of Schramm & Company, P.C. He graduated in 1978 from Youngstown State University with a degree in Accounting. After a successful career working as the controller for an Ohio company his passion for fishing drew him to southwest Montana in 1982. He has been assisting individuals and small businesses with all aspects of tax and business services in the area ever since.
George is a member of the American Institute of CPA's and Montana Society of CPA's. Most of his time is spent in the tax and business advisory areas where he works with individuals and businesses of all sizes. Working one of one with clients to develop strategies to save taxes, protect assets, and estate planning purposes.
Since 1996 George has been a CVA®. This certification allows him to help clients determine the value of their business for litigation, sale, estate and business planning. Please see our services section for more information.
Senior Accountant/Financial Advisor
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 is currently preparing for 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 has received all FINRA® licenses to offer Wealth Advisory services to clients. Please visit his website for more information.
Jason is a Bozeman native, enjoying all the activities the area has to offer with his son Eli and lovely wife, Kellie.
CPA, Tax Manager
Bill joined us in December of 2000 after working as the Tax Director for a local manufacturing corporation. Bill graduated with a B.S. in Business Administration from George Mason University, where he also received his M.S. in Taxation. Bill has extensive experience in the public sector with an emphasis on tax planning and compliance for individuals, small and large corporations, as well as fiduciary accounting for trusts and estates. Bill is an avid outdoor enthusiast and enjoys his many hobbies his wife Willa.
Certified Public Accountant
Randi joined Schramm and Company in 2010 and works with our clients to provide taxation, business consulting, bookkeeping and payroll services. Randi graduated from Pacific University in 2005 with a degree in accounting and finance. She began practicing with two international accounting firms thereafter, specializing in taxation and business consulting. Randi has extensive teaching experience with professional organizations and Washington state universities in the subjects of taxation and accounting. Randi also served on the board of directors for a prominent non-profit organization, thus expanding her knowledge in the non-profit sector.
Randi is a native of Three Forks, MT where she lives with her daughter Peyton and son Camden. She loves spending time with family in the great outdoors and is an avid sports enthusiast.
Kellie joined Schramm & Company in January 2007. Her friendly nature, work ethic, and ability to handle multiple tasks made an immediate impact on our firm. She is the friendly voice our clients hear when they call and is responsible for entering and tracking the hundreds of projects Schramm & Company receives. She keeps the office running smoothly and has become an invaluable addition to our firm. Her family has been here for four generations, so calling her a local Bozemanite is an understatement. Kellie enjoys all the activities Bozeman has to offer and especially loves to take her son and Golden Doodle Maggie for walks around the local trails with her husband Jason.