About Us

Bozeman & Finance — Your Partner in Tax Strategy, Credit, and Business Growth

Founded in 2020, Bozeman & Finance was built with one purpose: helping individuals, entrepreneurs, and business owners make smart financial decisions with clarity and confidence.

My team and I take a hands-on, personalized approach with every client. We get to know your goals, understand where you’re headed, and craft a tailored plan that supports both your business and your long-term financial future.

We specialize in:

✅ Individual & Business Tax Preparation

✅ Business Entity Setup & Formation

✅ Credit Consulting & Funding Strategies

✅ Financial Strategy Through Education — so you’re not just getting services, you’re gaining the knowledge to grow with confidence

Even though we’re a boutique firm, we operate with big-firm precision and small-firm care. From accurate tax filing to strategic planning, we make the entire process simple, stress-free, and professional. You focus on building your business — we handle the numbers, structure, and strategy behind your success.

Work With Me

If you want a partner who actually understands your business, listens, and builds a tailored plan that grows with you — you’re in the right place.

👉 Hire Bozeman & Finance
Let’s build your perfect tax, credit, or business strategy together.

Our Core Values

Integrity

Honest and transparent service.

Accuracy

Every detail checked and verified.

Commitment

We go above and beyond for our clients.

Confidentiality

Your information is always protected.

Schedule your consultation today and experience the difference with BOZEMAN & FINANCE

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