Clarity Tax & Accounting

08/10/2026

If you have to repay income that you previously reported and paid taxes on, you may qualify for some tax relief in the repayment year called "Claim of Right." Watch this video for details.

08/10/2026

Progress isn't about getting everything right—it's about continuing to move forward. Make this week one of steady action and meaningful progress.

08/07/2026

Treasury officials are taking a closer look at some “too good to be true” tax strategies—and that could matter for high-net-worth investors. Learn why tax-efficient planning is still smart, but overly engineered structures may face more scrutiny ahead. Read now.

Explore the U.S. Treasury’s recent signals on sophisticated tax investment strategies and how they impact high-net-worth investors in Montana.

08/07/2026

Did you know an HSA can do more than cover medical bills? For Montana business owners, it can offer a rare triple tax benefit, tax-free growth, and even become a powerful retirement tool. Find out how this flexible account can help protect more of your hard-earned income. Read now.

Learn how a Health Savings Account (HSA) acts as a powerful tax-saving and retirement tool for Montana small business owners and self-employed professionals.

08/07/2026

Seasonal marketing helps your business stay top-of-mind. Look for opportunities to connect your products or services to what your customers are already thinking about.

08/06/2026

Back-to-school shopping can mean real savings—if you know when and where to shop tax-free. From clothing and school supplies to laptops and even emergency prep items, 2026 sales tax holidays vary by state. Find out which purchases qualify and how much you could save. Read now!

Discover which states offer 2026 sales tax holidays for back-to-school shopping, eligible items, and what regional retailers need to know for compliance.

08/05/2026

Crypto reporting mistakes can be easier to fix than you think—but timing matters. The IRS is tightening digital asset enforcement, and the wrong move could limit your options. If you’ve had unreported trades or messy records, learn what to do next before the IRS contacts you. Read now.

The IRS is updating its Voluntary Disclosure Program for crypto. Learn what Montana business owners must know before amending past tax returns.

08/05/2026

Whether you're learning a new skill, growing your business, or preparing for the future, knowledge is one investment that always pays dividends.

08/04/2026

Succession planning isn’t just for retirement—it protects your business from disability, disputes, and unexpected disruption too. The biggest mistake? Letting taxes drive the plan instead of your goals. Find out how Montana business owners can protect their legacy and make a smoother transition. Read now.

Learn how to navigate taxes, valuation, and family dynamics to secure a smooth transition for your Montana small in Montana with this expert planning.

08/04/2026

College expenses can come with valuable tax savings. Make sure you're taking advantage of every education credit or deduction available.