Top tax strategies for small businesses financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you run a small business, you need tax strategies that fit your unique income patterns and expenses. Without a focused approach, you might miss deductions or credits that could lower your tax bill.
- Business structure insight. Confirm how they tailor tax plans based on whether you operate as an LLC, S-corp, or sole proprietorship.
- Expense categorization. Ask how they identify deductible expenses specific to your industry to maximize savings.
- Cash flow timing. Effective tax planning considers when income and expenses occur, not just annual totals.
- Compliance awareness. Ensure they stay current on small business tax law changes that affect your filings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kenneth B
Series 63, Series 65
Portland, ME
Headinvest
Kenneth Blaschke specializes in tax strategies for small businesses, leveraging 16 years of experience and a holistic, asset-allocation approach that emphasizes tax efficiency. Based in Portland, ME, he offers flat-fee financial planning typically ranging from $3,000 to $5,000 and serves high-net-worth clients independently, distinguishing him from others by combining personalized tax planning with discretionary portfolio management using low-cost ETFs.
Experience: 16 years
Avg account: $1,915,704
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Jeffrey M
CFP®, ChFC®, Series 66
Greenville, DE
Investment Management & Planning LLC
Jeffrey Macdonald specializes in tax strategies for small businesses, leveraging 18 years of experience and certifications like CFP® and ChFC® to tailor plans that consider business structure and cash flow timing. Based in Greenville, DE, he serves high-net-worth clients through Investment Management & Planning LLC, offering negotiable fees and a focus on individualized asset allocation, which distinguishes him from advisors with broader or less personalized approaches.
Experience: 18 years
Avg account: $466,894
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Matthew S
Series 66
Austin, TX
49 Financial
Matthew Sims specializes in tax strategies for small businesses, leveraging 21 years of experience and a Series 66 designation to tailor plans that consider business structure and expense categorization. Operating independently at 49 Financial in Austin, TX, he offers flat-fee financial planning and employs a diversified asset allocation approach, which may appeal to small business owners seeking comprehensive wealth management alongside tax-focused advice.
Experience: 21 years
Avg account: $344,115
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Drew F
CFP®
Avon, IN
Migration Wealth Management, LLC
Drew Feutz specializes in tax strategies for small businesses, leveraging his 9 years of experience and CFP® certification to tailor plans for business owners, including those structured as LLCs or S-corps. Based in Avon, IN, he offers a flat-fee pricing model starting at $3,900 per year and focuses on clients in their 30s and 40s, particularly millennials and dual-income families, distinguishing him from advisors with broader or different demographic focuses.
Experience: 9 years
Avg account: $299,964
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Shawn J
Series 63, Series 66
Nashville, TN
Kingsview Wealth Management, LLC
Shawn Johnson specializes in tax strategies for small businesses, leveraging 28 years of experience and Series 63 and 66 designations to tailor plans that consider business structure and expense categorization. Based in Nashville, TN, he offers flat-fee financial planning through Edward Jones, a firm managing over $1 trillion in assets, providing access to comprehensive wealth management and trust services beyond tax planning.
Experience: 28 years
Avg account: $703,115
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