Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

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...

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 Money Works For Bozeman, MT Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Bozeman, MT businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true...

The First Thing You Need To Do

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

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...

2018 Tax Season Reflections From A Bozeman, MT Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in Bozeman, MT are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing off...

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...

Tax Return Review and 2018 TCJA Planning Session for Bozeman, MT Businesses

I'm going to take a moment to address you who might NOT be using our services thus far. There's a word or two for current Bonnie Van Dyke, CPA, PC clients here as well, but allow me to explain. You see, sometimes, you just know you need to make a change, but the...

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...

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...

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!