For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Special Business Knowledge And Bozeman, MT Business Success

Yes, there's plenty to say about that Super Bowl, the advertisements (apparently, they're all Tide ads), the halftime show, etc. But I'll let others weigh in there. I'm a tax professional after all. Congratulations Eagles fans, etc. Here at Bonnie Van Dyke, CPA, PC,...

Five Financial and Tax Strategies For Bozeman, MT Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Bozeman, MT person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

Dealing With Angry Customers: A Plan For Bozeman, MT Business Owners

As I have been saying to some of my personal tax preparation clients in Bozeman, MT, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something...

Tax Paperwork Checklist

Already, we have many, Bozeman, MT tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

Financial Behaviors For Bozeman, MT Business Owners (Part 2)

For many Bozeman, MT business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office or in...

What Is The Proper Role Of A Bozeman, MT Small Business Owner?

Firstly, I gotta say -- we're past the midpoint of October, and, well ... the calendar is speeding up.Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it'll be too late to fix...

What Are My Chances of Getting Audited? 11 Tips For Bozeman, MT Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Bozeman, MT clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

Develop Your Bozeman, MT Target Client With These 7 Important Traits

While we're on the subject of what's holding Bozeman, MT business owners back... I wrote recently about how too many of my Bozeman, MT small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor tasks, while...

Solving Problems in Bozeman, MT Businesses with Effective Solutions

There's this idea out there among many wannabe Bozeman, MT business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the...

How To Eliminate Bad Business Debt In Your Bozeman, MT Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Bozeman, MT business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Bozeman, MT business clients also have us handle...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!