Welcome to your money, made easy.

You work hard for your money.

When it comes to managing it, you deserve someone in your corner with the heart of a teacher, not a salesperson.

Get where you want to be.

Whether it’s reaching financial freedom, growing your business or filing those pesky taxes, we’ll help you create a plan to reach your goals and be there every step of the way.

Budget, save or pay off debt

Have more peace of mind with a clear plan for how to reach your short- or long-term money goals.

Your small business is personal

Keep your finances organized, and watch your business grow while reaching your goals.

Filing your taxes

Get no-nonsense tax help without breaking your budget.

“If you're looking for a tax preparer, I highly recommend Baer Mountain. I've been working with Shiloh for the past year and have been thoroughly impressed with her expertise and professionalism.

Shiloh’s knowledge of tax law and regulations is exceptional, and she has been able to save me a significant amount of money on my taxes. She is also very responsive and always willing to answer any questions I have in a timely manner.

In addition to her technical skills, she has a great personality and is very easy to work with.
Shiloh took the time to understand my unique financial situation and provide tailored advice
that is specific to my needs.

Overall, I would highly recommend Shiloh to anyone in need of a tax preparer.
She is truly one of the best in the business!”

Alison in CA
(client since 2022)

Stay in the loop

get monthly(ish) emails on the topics that interest you

We use cookies to improve your experience and to help us understand how you use our site. Please refer to our cookie notice and privacy statement for more information regarding cookies and other third-party tracking that may be enabled.

Office hours (May-Dec):

Mon-Thur 9am-3pm & Sat 9am-12pm (PST)

Privacy Policy

Terms of Use

Facebook icon
Instagram icon
Email icon

© 2024 Baer Mountain Financial Services

Intuit Mailchimp logo