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About Us

About Our Firm

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 & Lewis, 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

jason@schrammlewiscpa.com 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. Please visit his personal website for information regarding financial services.

Jason is a Bozeman native, enjoying all the activities the area has to offer with his son Eli and lovely wife, Kellie.

Bill Lewis
Certified Public Accountant, Tax Manager

bill@schrammlewiscpa.com 406-586-4379 Certified Public Accountant

Prior to joining our firm Bill was 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 with his wife Willa.

Kellie Schramm
Payroll/ Bookkeeping

kellie@schrammlewiscpa.com 406-586-4379

Kellie is the payroll and bookkeeping manager for Schramm & Lewis, LLC. She has over 8 years of experience and is responsible for preparing and over-seeing payroll and all bookkeeping services. Kellie’s love and respect for the environment has helped her advance the office’s paperless transition and has helped spearhead our virtual tax, payroll and bookkeeping services that we provide to clients. As Bozeman natives Kellie, her husband Jason and son Eli enjoy all activities that Montana has to offer. Fishing, camping, and hiking are the family favorites. She is also involved in Pink Gloves Boxing, a women’s boxing club that emphasizes leadership, community, and “revealing the champion within”.

Julie Rogers
Certified Public Accountant

julie@schrammlewiscpa.com Certified Public Accountant, MPA

Julie worked for Schramm & Company, PC while earning a B.S. in Accounting in 2001 and then a Masters of Professional Accountancy in 2002 here at MSU. She left the area for 10 years but returned to Bozeman in 2014 to re-join the firm, now called Schramm & Lewis, LLC. Her logical nature and years of experience assures clients obtain the best outcome by using tax laws not only to remain compliant but also to maximize deductions and utilize tax planning in order to reduce taxes. Julie also specializes in all aspects of the unique area of non-profits - from the application process to the reporting requirements. In her spare time, Julie prefers to be hiking, backpacking, downhill and cross country skiing, and whatever else takes her outside, especially if her two sons, Caden and Coen, can join her.

Craig T. Johnson
Client Services & Innovation

craig@schrammlewiscpa.com 406-586-9746 QBO Certified ProAdvisor

Craig has recently joined the team. For the last 10 years he has worked in healthcare as a corporate accountant in variety of roles. He has a wealth of experience in business formation, forecasting, budgeting, analysis, business development, and management reporting. He finds great fulfillment in helping others achieve their personal, business, and financial goals. Craig has a degree in Accounting from Montana State University and loves spending time in the outdoors and attending sporting events with is three children Makenzie, Andrew, Samantha and wife Katie.