Financial Planning for Small Business Owners

In addition to tax and accounting services, we provide financial planning for small business owners.  We help them integrate their plans for the business with their personal financial plans.

  • Balancing tax strategies between the business and personal objectives
  • Choosing the right retirement plan for you and your employees
  • Involving family members in the business
  • Using tax incentives for small businesses to reduce personal taxes
  • Managing retirement plan investments (for more about our investment management services please visit the web site for Main Street Financial)