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.
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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