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Our Professional Staff

Catherine Simonson, Shareholder and Enrolled Agent

Cathi has been serving clients in the Gallatin Valley since 1984 and earned her Bachelor's Degree in Accounting at MSU. A third generation entrepreneur, she has extensive experience assisting clients in restaurant, retail, manufacturing, construction and service industries with tax planning, accounting, and management advisory services as well as software implementation, training, and support. She is the mother of four adult children, married to John Hazen, and enjoys spending time with friends and family, cooking, skiing, dancing, camping, hiking, swimming and scuba diving.

Emily Samson, CPA

Emily grew up on a farm outside of Three Forks. She received her Bachelor’s Degree in Accounting from MSU, graduating with highest honors. Prior to working for CS & Company Emily worked as an accountant for a local non-profit. In addition, Emily has experience in both audit and tax. She is especially thankful for the opportunity she was given to serve as a volunteer for the VITA (Volunteer Income Tax Assistance) program. Emily enjoys cooking, traveling, spending time with family, and living an active lifestyle. The qualities she appreciates most about herself are her kindness, work ethic, and personable demeanor.

Shelly Gaffke, Bookkeeper and Payroll

Shelly was born and raised in Billings, MT. She attended MSU and graduated with a degree in Business Marketing. She met her husband, Mike, while in college. They moved to Bremerton, WA for 10 years until moving back to Bozeman in November 1994 with their two sons, Tony and Alex. They ran a local business for 20 years. When she is not working, Shelly can be found at the Gaffke Ranch mowing the lawn, gardening, cooking, throwing parties, watching Hallmark and the cooking channel, and most of all spending time with Mike.

Clay Cook, Tax Accountant (Seasonal)

Clay grew up in Kalispell and in 2002, moved to Bozeman where he received his Bachelor degree from MSU. Clay has been preparing income tax returns for more than 10 years and enjoys the work, as well as being inside during the winter. When not working during tax season, Clay is an entrepreneur operating 46 North Landscape & Design. He considers Montana his backyard and his hobbies include hunting, fishing, snowboarding and spending time with his wife, daughter, and their dog.

Julie Walters, Office Manager

Julie has a BA in Communication Arts with a Minor in Business from Nicholls State University in Thibodaux, Louisiana. She spent much of her career in graphic design, but an opportunity of a lifetime changed all of that when she became the Executive Director for a nonprofit in Dallas, Texas. Of her many responsibilities in that role, Julie found  office organization and bookkeeping to be her favorite. She is thrilled to have a position at CS and Company that allows her to excel in both of those. Being new to Montana, Julie has embranced the active lifestyle through hiking, biking, floating, skiing and most especially partaking at the many local breweries in town.

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CS & Company, 1010 East Main, Ste A, Bozeman, MT 59715
Phone: (406) 586-9337 | Fax: (406) 586-3995 | Email: info@csandcompany.com
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