Yellowstone Financial, Inc.

Skillful Tax Preparation & Planning

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars are overpaid in taxes each year. That’s no surprise because tax laws change every year—even in years when no major tax legislation is enacted.

How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?

 

Do you want to reduce your tax burden and increase your assets? We can help!

We specialize in personal income tax preparation and planning, and will identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.

Do you want to find out how you can reduce your tax burden? You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return;
  • Shifting income to dependents in a lower tax bracket;
  • Claiming appropriate home office deductions;
  • Maximizing qualified plan and IRA contributions;
  • Identifying all the deductions that apply to your small business.

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

 

Would you like complete confidence in your tax returns? Discover how much more money you could be keeping for yourself and your future. Contact us today for a no-cost review of your prior three years’ tax returns.

 

Privacy Statement & Legal Terms

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.