Here at BeingFIT Financial, we go beyond tax planning and also offer tax preparation and advisory.

As an independent firm focused on providing a modern financial experience and service, we think including tax preparation is a huge value for our clients.

We are just as happy to work alongside your trusted CPA should you have one.

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The Founder, Kerry O’Brien, is an Enrolled Agent with the IRS.

  • An Enrolled Agent (EA) is a federally‐authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

  • The license is earned in one of two ways: by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations.

  • All candidates are subjected to a rigorous background check conducted by the IRS. 

  • Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation.

  • Enrolled Agents receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).


 

We also partner with the team at XY Tax Solutions (XYTS):

  • XYTS is a nationwide CPA firm based in Bozeman, MT. They partner only with independent financial planning firms like BeingFIT Financial to serve the tax prep, filing, and planning needs of our clients.

  • The team of CPAs at XYTS can handle any and all tax-related personal or business needs, in any state in the country. Financial planning and investment management is an extremely important part of sound money management. Taxes are, too. This affiliation combines the best of both companies, to serve you better than ever.

  • “But why do I need a team of CPAs?” you may wonder. Even if your finances aren’t particularly complicated, tax laws are! They change, there are many variables, and many interpretations. CPAs understand how to minimize your tax liability while ensuring you’re compliant with the most current laws.