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About McDonald & Associates strives to maximize the net financial worth of our clients through tax planning, business development and compliance work. Our clients include individuals, small businesses, trusts, and estates. Story We have offices located in Saginaw, Midland, St Charles and Grand Rapids to help with all your financial needs. Financial Services Provided By: Annette McTaggart George Snyder Jeff Burns Bob Burns Financial Services Provided: 401K Rollovers IRA Rollovers Money Management (Investments) Financial Planning Retirement Planning College 529 Planning Life Insurance Long Term Care Insurance Annuities Other Professional Services Provided By McDonald & Associates: Payroll Bookkeeping Household Employee Payroll IRS and State Tax Representation Practice in Tax Court Business Valuations Budgeting College Planning Agricultural Planning Estate Planning Estate and Trust Administration Retirement Planning Business Succession Planning
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