Schallock & Davis CPA

Schallock & Davis CPA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Schallock & Davis CPA, Business consultant, 708 3rd Avenue E, Polson, MT.

Serving Montana since 1978, our firm has grown from Ron Davis’s vision to today’s Schallock & Davis CPAs, with Christa Schallock joining as Managing Member to continue a tradition of trusted, personal service.

Reminder: Q2 estimated tax payments are due June 15th, if you need your Q2 voucher, don't hesitate to reach out!
06/11/2026

Reminder: Q2 estimated tax payments are due June 15th, if you need your Q2 voucher, don't hesitate to reach out!

Trump Savings Accounts, officially designated as Section 530A accounts, are new tax-deferred investment accounts created...
06/09/2026

Trump Savings Accounts, officially designated as Section 530A accounts, are new tax-deferred investment accounts created for children under age 18. Swipe for an overview of what parents need to know.

As with any long-term investment vehicle, understanding contribution limits, tax treatment, and withdrawal rules is key to determining whether this account aligns with your family’s goals. Reach out anytime for investing guidance from our team.

Important reminder: Second-quarter estimated tax payments are due on June 15th, covering income earned from April 1st th...
06/01/2026

Important reminder: Second-quarter estimated tax payments are due on June 15th, covering income earned from April 1st through May 31st.

Submitting payments on time can help you avoid interest and penalties while keeping your year-end tax expectations on track.

If you have any questions or would like to confirm your estimated payment amount, feel free to contact our office. We are happy to help.

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids l...
05/28/2026

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids last-minute stress or penalties.

Our team is here year-round to help with filings, extensions, and planning support whenever you need it. Reach out anytime, and we'll make sure you're covered.

🎉 Happy Birthday to Ronnie Davis! 🎉Today we’re celebrating Ronnie — founder, mentor, and an important part of the Schall...
05/22/2026

🎉 Happy Birthday to Ronnie Davis! 🎉

Today we’re celebrating Ronnie — founder, mentor, and an important part of the Schallock & Davis story. Your steady leadership, dedication to clients, and lasting impact on our firm continue to be appreciated every day.

We’re grateful for all you’ve built and the example you’ve set over the years. Wishing you a wonderful birthday and a year ahead filled with happiness, good health, and time spent doing what you enjoy most.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. I...
05/20/2026

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. It might seem early to start planning for 2027, but doing a few small things now can reduce future stress, help you capture deductions you might miss, and prevent surprise tax bills.

Swipe for a few key steps you can take to stay organized, plan ahead, and keep your finances moving in the right direction.

We hope these tips are helpful over the next year. As always, if you have any questions that come up over the year, know that our team is here for you. Don’t hesitate to reach out.

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking a...
05/12/2026

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking about using your refund to save, invest, or give back, there are many beneficial things you can do with your refund. Swipe for more.

We hope these suggestions help you decide how to use your refund this year. Remember, if any tax-related questions come up for you during the rest of the year, don't hesitate to reach out. We're here to help!

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Graduation season is here, and we wanted to take a moment to celebrate the graduates in Lake County and our network!Whet...
05/06/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in Lake County and our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

Address

708 3rd Avenue E
Polson, MT
59860

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm

Telephone

+14068835269

Website

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