Your taxes, untangled.
Helping you find calm in the chaos with simple explanations, smart tools & trusty guides.
In 2025, Americans handed over billions more than they owed - money that would have been better spent working towards financial freedom from debt, growing a savings account or earning interest for retirement.
Whether it’s helping you file yourself or doing the heavy lifting, we’re here to help you wade through the jargon to crush your taxes with confidence and less stress.
We know tax needs are not all the same. Explore the free tools & resources below to take the guesswork out of your return and grow your tax-pertise, or use the form at the bottom of this page to reach out to us with any questions.
Tax help shouldn’t break your budget.
Baer Mountain Financial Services was created to provide no-nonsense tax help that doesn’t cost an arm and a leg.
Whether you’re a homeowner, small business owner or just don’t like doing them yourself, we’re here to help you crush them. Fully remote with a secure client portal to upload your documents or meet us in-person if you’re local.
Filing doesn’t have to be a headache.
Here’s how we make it easy:
Get organized - use our free checklists to gather what you need to get started.
Work with Us - we’ll help you file on your own or file for you accurately & on time (no jargon attached).
Breathe Easy - Stay up-to-date on rates, dates and what’s new with ongoing support.
Clear guidance for every kind of taxpayer.
Whether you’re brand new to filing or ready to feel more confident with your numbers, we’ve got you covered.
Personal Taxes:
From W-2s to dependents, deductions to refunds — we make filing your personal taxes simple, accurate, and stress-free.
Side-hustle & Freelance Taxes:
Self-employed? Managing multiple income streams?
We’ll help you track expenses, organize 1099s, and stay compliant — minus the overwhelm.
Small Business Taxes:
Focus on running your business, not wrangling paperwork.
We simplify bookkeeping, quarterly payments, and year-end filing so you stay confident and in control.
Learn the Basics. File with Confidence.
Use our beginner-friendly checklists or handy-dandy guide to break down the most common things needed and how to file, no math degree required. Just no-nonsense practical tips to help you feel confident and ready for tax day.
Peace of mind with Protection Plus+
Every 1040 filed with us comes with Protection Plus $1 Million Tax Audit Defense and identity theft restoration services at no extra cost. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.
Go from confusion to clarity.
Understanding your taxes shouldn’t feel like learning a foreign language. Our Beginner’s Tax Guide will break down what you need, when to file and how to do it right without questioning your sanity (or your math skills).
For the DIY type: Try Ramsey SmartTax
No-nonsense tax software with low, up-front pricing & all major federal forms & deductions.
Let’s Get It Started
Let us know what you’re looking for & we’ll handle the rest.
Want the inside scoop?
get monthly(ish) emails on the topics that interest you
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