Tax Planning & Business Consulting

Minimize Your Tax Burden and Maximize Your Wealth

Tax planning is an essential part of a comprehensive financial plan. Our dedicated tax and accounting specialists go beyond the basics to develop smart strategies that can help save you, your family or your business money. Whether you need help with your personal taxes or need a game plan for your business, our accountants do it all. They can help you create a plan to manage your taxes over the long-term.

Our team create proactive, year-round tax plans to help avoid surprises at tax time. We’ll help you maximize deductions and credits to reduce your tax burden, ensuring you never pay more than you owe. Minimize taxes and maximize wealth with returns prepared according to the latest tax regulations.. Rely on us to help manage your financial plan to help you stress less and focus on what really matters.

Own a business? Our scalable services are designed to meet today’s accounting and bookkeeping needs and to be adjusted as your business grows. Outsourcing your accounting and bookkeeping is not only economical and convenient but will allow you to consult with an experienced financial professional.

 As your tax team, Midwest Financial Group has your best interests at heart when it comes to tax planning. We stay up-to-date on the latest tax laws to make sure you’re never paying more than you should. Our tax strategies are solid, legal, and effective for small businesses, startups, and individuals alike.

Taxes change all the time, so we take a proactive approach, working with you year-round to tweak your tax plan. If you’re just starting out, we’ll help you choose the best business structure to save on taxes and boost profits. If you’ve been in business for a while, we’ll dive into your finances to reduce your tax exposure, find industry-specific deductions, and help you take advantage of credits. For individuals, we suggest ways to keep more of your income in your pocket.

We utilize Intuit's* online system to collect needed information and forms. E-signed engagement letters, online questionnaire and electronic document request lists make the process simple & efficient.

You do NOT need to meet in person!

Trying to do your taxes alone can be risky—missing deductions and making mistakes can cost you. Instead, trust Midwest Financial Group for reliable, affordable tax prep. We offer personalized service for small businesses and individuals, to help ensure you get every deduction and credit you deserve. Plus, unlike generic tax software, a real person will review your documents and make sure you only pay what’s necessary.

Find out more about our systems on our Tax Resources page!

Own a business? As a small business owner, you need more than just numbers—you need insights to grow. Midwest Financial Group provides accounting and bookkeeping services & support for QuickBooks* that clarify your finances, helping you manage money and overcome challenges. Our sophisticated solutions help track cash flow, control costs, and keep your business profitable, while freeing up your time to focus on growth. With proactive tax planning, you can stay compliant without paying more than current regulations require.

Locally Outsourced Accounting for Small Businesses

Handling your accounting shouldn’t get in the way of running your business. If managing finances feels overwhelming, consider outsourcing to Midwest Financial Group. It’s a smart, cost-effective way for busy owners to free up time and resources without hiring an in-house team. Our firm can handle everything an on-site accounting department does. We’ll take care of bookkeeping, monthly closings, and cash tracking, so you can focus on your business. Plus, our financial reports help you cut unnecessary costs and you can be confident your books are organized and up to date.

Our firm offers smart tax management for a wide variety of small businesses including sole proprietorships, non-profits, S Corps, C Corps, and LLCs. We’ll do more than help your business meet compliance requirements; we’ll work hard to find real tax savings you can bring to the bank. As your tax preparer, we’ll make sure you get every tax deduction and credit you deserve so your business retains higher revenues and maximizes profitability. Unlike online tax software, a real person who cares about controlling your tax burden will review your tax documents and make sure you only pay what you legally owe.

Get in touch with us today for a free consultation!

Tax Preparation services offered by Midwest Financial Group, Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Midwest Financial Group are separate and unrelated to Commonwealth. 

*Intuit, & QuickBooks are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.