Broker Check

1030 South 24th Street West
Billings, MT 59102

LinkedIn

Jon B. Herberg, CPA, P.C.

(406) 254-1100

 

Services

Taxes

I provide complete tax service to individuals, corporations, trusts and estates. This includes, but is not limited to IRS litigation, Tax reduction planning and Tax return preparation.

I also specialize in IRC 1031 tax deferred exchanges and the use of IRC 721 exchanges. 721 Is an alternative to traditional 1031 exchanges.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning

Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

Education Planning

Funding your child's education may be one of the most important expenses you will face. A college education can greatly increase your child's earning potential over a lifetime. However, the longer you delay starting a college savings plan, the more money you may have to save. Although the most important considerations in choosing a college program are educational, there are financial ones as well. With my help, you and your family can help understand the costs of a college education and evaluate ways to help you start saving today.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Professional Money Management

Through H.D. Vest Advisory ServicesSM, I am able to offer my clients access to several professional money management programs that provide access to many fund managers managing separate client accounts via a wrap-fee arrangement.

Investment Management

Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind. I will build an investment plan that considers your investment goals, comfort level, expectations, and the effect of taxes on your portfolio. Because investment management is something that should be adjusted as your goals evolve and your portfolio changes, I will work with you on an ongoing basis to monitor your portfolio and rebalance it as needed.

Cash Flow and Debt Management

Without a clear picture of what money is flowing in and out each month, it is impossible to make informed decisions with respect to the other wealth management issues that affect you. Your debt level and credit history are also important barometers of your financial health. Good debt management ensures you have credit when you need it, make wise borrowing decisions, and avoid disaster if you become overextended. We can identify where your cash is going each month and evaluate potential opportunities to improve your cash flow through tax strategies and debt management.

Additional Services

  • Life Insurance
  • Stocks
  • Mutual Funds
  • Limited Liability Companies
  • Accounting services
  • Business Tax Planning
  • Purchases and Sales of Businesses
  • Business Federal and State Tax Preparation
  • Accounting consulting
  • Payroll reporting
  • Electronic Tax Filing
  • Corporations
  • Rollovers
  • Payroll registry
  • Business Audits
  • S-Corporations
  • IRAs
  • Payroll checkwriting
  • Business Bookkeeping
  • Individual Tax Planning
  • SEPs
  • Small business consulting
  • Estate and Gift Tax Planning
  • Individual Federal and State Tax Preparation
  • Partnerships
  • Trusts
  • Business startup
  • Payroll services
  • Long-Range Business Planning
  • SIMPLEs
  • Estate Liquidation
  • Long-Range Personal Planning
  • Roth IRAs