Our Mission​:

To exceed client expectations and provide valuable solutions.

The professionals at Lee & Company have a variety of accounting experience and backgrounds. We offer direct, personalized client communication which enables us to better understand our clients and offer solutions to the challenges facing their business.

We are licensed in several states. Our primary state of licensure is Montana for individual and firm permit purposes. For additional information regarding our firm and individual permits, please see the Contact Us section to get in touch with us.

We are always happy to meet with anyone who has questions for us. We can be reached between the hours of 8:00 a.m. to 5:00 p.m. (MST) Monday - Friday (excluding holidays).

Jon T. Lee

Jon T.


Sarah Roberts

Sarah Roberts

Audit Manager