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.

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…

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...

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 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 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...

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...

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...

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...

10 Simple Fraud Protection Safeguards Bozeman, MT Companies Should Implement

Things have been cranking at the Bonnie Van Dyke, CPA, PC offices of late! We have had a steady stream of new Bozeman, MT clients calling, emailing and coming through our doors. But it's also because of all of the questions we are fielding about the new tax law...

Three Easy Ways for Bozeman, MT Business Owners to Develop Delegation Skills

The corporation deadline for Bozeman, MT businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

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!