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Home / Professionals / Melissa Montag

Melissa Montag

CPA – State of Ohio

Melissa specializes in working with middle-market, family owned businesses across all service lines and high-net-worth individuals. She prioritizes relationship building, serving family needs, and proactive service through active listening. As a Senior Manager in CSH’s Tax department, Melissa is responsible for tax compliance and consulting for various industries, including construction and real estate, manufacturing and distribution, and professional services. She works diligently to minimize risk while proactively working to reduce tax burden. Melisa has 18 years of public accounting experience and has operated an independent practice for five years. She rejoined CSH in November 2021 after previously working for CSH from 2006-2013. As a seasoned tax professional, Melissa also plays a vital role in supervising, coaching, directing, and reviewing the work of junior associates.

CPA – State of Ohio
Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants
BBA, Accounting, University of Cincinnati

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants

Community Activities

Education

BBA, Accounting, University of Cincinnati

Industry & Service Specialization

Articles

From Melissa

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Featured Articles

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2 Min Read

New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

Article

2 Min Read

Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

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2 Min Read

Not-for-Profits and the De Minimis Indirect Cost Rate

Article

2 Min Read

Tax Deductions for Home Office Professionals

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2 Min Read

OMB Rolls Out Updated Guidance Around Federal Awards

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2 Min Read

The other side in an M&A deal can lead to tax benefits for both

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