Dana Cade

Dana Cade CPA Helena Montana
Helena Pinion Location

Helena, MT

828 Great Northern Boulevard
4th Floor
Helena, MT 59601


Industry Areas

Service Areas

Dana Cade, Principal, Pinion, LLC

Dana has over 15 years of experience in the public accounting industry and has a wealth of experience providing services to a variety of clients. She is a trusted advisor, ensuring her clients receive excellent service. Additional relevant experience includes:

  • Consulting, reporting, and income tax planning services for high-wealth individuals, corporations, partnerships, and trusts and estates;
  • Experience with annual compliance work for U.S. citizens living abroad, including income tax compliance and Foreign Bank Account Reporting (FBAR) compliance for both individuals and the foreign businesses in which they are involved;
  • Experience in successfully bringing qualified clients into compliance with the new Streamlined Filing Compliance Procedures for Non-Resident, Non-Filer U.S. Taxpayers;
  • Consulting work includes cross-border income tax, estate, and gift planning, as well as entity structure planning.


Bachelor of Arts in Accounting with a minor in Business Administration, Carroll College


Certified Public Accountant (CPA)

Professional Associations

Member, American Institute of CPAs
Member, Montana Society of CPAs

Civic Associations

Member, Leadership Helena, Class of 2007

Personal Interests

Whether it’s experiencing new cultures, cuisine, environments, checking out the scenery from the top of a mountain, or fishing one of our many rivers – Dana has a love for the outdoors and a passion for exploring the world.

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