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Frank St Onge, CFP, EA, CFE

Total Financial Planning, LLC
Tax Preparation

Contact Information:

Brighton, MI 48116
United States

Years in Business:

 

23

Clients I'm Seeking:

 

Individuals or small business owners who need tax preparation assistance with current or prior year tax returns, who need help with developing a financial plan for themselves or their business and want to know how best to save and invest their money.

About My Business:

 

I have been in business since 1991 as Total Financial Planning, LLC, providing tax and financial planning services to my clients as well as speaking to groups on tax and financial planning topics. On the tax side of my business, I help clients who have tax issues related to not filing returns for many years get the returns completed, filed, and then help them get the right payment plan in place with the IRS, the state or a local government agency. This could include income tax returns or payroll related tax filings. On the financial planning side of my business, I help clients to develop a financial plan to meet their goals and objectives, including buying a home, funding for education for their children, funding for their retirement, properly withdrawing from their retirement funds when they retire to, finally, how best to leave their assets to their heirs. With respect to speaking engagements, I will provide a seminar to groups of employees or your professional organization on topics like "How to Prepare a Financial Plan" or "How to Reduce Your Tax Liability for This Year" or "What do I Need to Save to be Able to Retire" or "What do I do With My Inherited IRA". These can be a short presentation of one or two hours or it could be a multi-day seminar that covers 10-12 hours of class time. What does your organization need?

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