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.

Sales Positioning For Bozeman, MT Freelancers And Small Businesses

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Bozeman, MT

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Bozeman, MT business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the...

A Bozeman, MT Business Owner’s Simple Plan For Dealing With Angry Customers

Even in the middle of the intensity of the busy tax filing season in Bozeman, MT, we occasionally become the target for somebody's frustration. Over the years, and especially when things are busy and stressful, we've had to learn about how to best handle matters when...

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...

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...

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...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

The Most Likely Reasons Why Small Businesses Fail In Bozeman, MT

It's always been hard-scrapping for small business owners in Bozeman, MT. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past decade....

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...

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!