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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

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Decoding Diversification

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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