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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.

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

Multistate Tax Alert: Kentucky H.B. 360, Pass-Through Entity Tax Updates

Article

2 Min Read

US Supreme Court rules against IRS on FBAR

Article

2 Min Read

President Biden’s Proposed Budget Includes Notable Tax Provisions

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2 Min Read

Impacts of Adopting New CECL Rules

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2 Min Read

Beneficial Ownership Regulatory Requirements

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2 Min Read

IRS Issues Additional Warning Related to Employee Retention Credit Scams

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