Broker Check

Phone: 763-477-4205
Fax: 763-477-5893
Email: josh@besttaxplan.com

Our mission is to enhance our client’s experience of life by guiding them through the process of increasing their level of confidence in making decisions related to their financial future.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.

We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Josh Webskowski, EA, NTPI Fellow®, CFP®


WHO WE ARE

We have been working with individuals, families and small businesses in the area since 1980.

Each of our agents has extensive personal and professional experience.

Josh holds various professional designations including achieving the Certified Financial Planner Practitioner/CFP®...


WHAT WE DO

Bringing your finances together with a Financial Plan may include:

  •  Investment Strategies
  •  Retirement Planning
  • Risk Management & Insurance
  • Estate Planning
  • Tax Planning & Preparation
  • Tax Problems Solved

In addition to understanding tax strategies and managing your tax bill, a special area of focus in our professional practice involves helping resolve many different types of IRS and State tax problems.


Learn More

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow