Top advisors focused on tax strategies for small businesses in the US
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 cash flow and growth plans. Without a focused approach, you might miss deductions or tax credits that could save you money.
- Business structure insight. Ask how they tailor tax plans based on whether you’re a sole proprietor, LLC, or corporation, since each has different tax rules.
- Expense categorization. Confirm they help identify which business expenses qualify for deductions to reduce your taxable income effectively.
- Quarterly tax planning. Check if they assist with estimating and managing quarterly tax payments to avoid surprises and penalties.
- Integration with accounting. See how they coordinate with your bookkeeping to ensure tax strategies align with your financial records and reporting.
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 and a focus on 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 tax plans that consider business structure and expense categorization. Based in Greenville, DE, he serves high-net-worth clients through Investment Management & Planning LLC, offering negotiable fee structures and comprehensive financial planning that integrates portfolio management and ongoing account supervision, distinguishing him from other advisors in the US.
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 fit various business structures and growth stages. Operating from Austin, TX with 49 Financial, he offers flat-fee consulting and employs a diversified asset allocation approach, distinguishing him from others by integrating tax planning with comprehensive wealth management and real estate investing expertise.
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, offering tailored financial planning that considers business ownership structures and expense categorization to optimize tax benefits. As a CFP®-certified founder of Migration Wealth Management, he serves primarily millennial clients with a flat-fee pricing model, providing accessible expertise for younger entrepreneurs in Avon, IN, distinguishing him from advisors with traditional fee structures or broader client demographics.
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 tax plans that fit various business structures. Based in Nashville, TN, he offers flat-fee financial planning and is part of Edward Jones, a firm managing over $1 trillion in assets, providing access to extensive advisory programs and trust services that differentiate him from other advisors.
Experience: 28 years
Avg account: $703,115
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