Financial Services for Business Owners
As a business owner, your time is limited — but the financial impact of your decisions is huge. At PlanwithVince, we help entrepreneurs streamline their finances, reduce taxes, and prepare for long-term success with personalized, tax-smart strategies tailored to your business.
Keep Your Business Organized and Audit-Ready
We provide full-service bookkeeping and small business tax prep to keep your financials clean, compliant, and optimized for deductions. You’ll receive monthly reports, expense tracking, and tax filing that aligns with your growth goals.
Build Your Retirement with Business-Funded Plans
Convert your business income into long-term wealth with retirement-focused strategies like:
✔ SEP IRAs, Simple, high-limit retirement contributions for SBO.
✔ Profit Sharing Plans, Maximize owner and team contributions while lowering taxable income
Lower Taxes While Strengthening Employee Benefits
These plans help you reduce taxes and give employees meaningful benefits, without the bloated admin.
Section 125 Plans – Allow employees to pay for eligible benefits, like health insurance and dependent care with pre-tax dollars while reducing payroll taxes for you and take-home costs for employees
Safeguard What You’ve Built
Protect your company with life insurance-based strategies such as:
✔ Key-Person Insurance – Protect cash flow and operations in case of loss
✔ Buy-Sell Agreement Funding – Ensure smooth succession
✔ Legacy Plan – Keep your vision alive, prepare for generational transfer
Why Choose Unifirst Financial & Tax Consultants
✔ Security, Expertise, and Year-Round Partnership
✔ Fully encrypted client portal for secure uploads and communication
✔ Personalized attention from licensed professionals, not just software
✔ Integrated tax, retirement, and protection strategy guidance
We believe your financial security deserves year-round attention, not just seasonal preparation.
We also help individuals and families with tax planning, retirement strategies, life insurance, and college funding. If you're focused on building personal wealth or protecting your family, we've got you covered.
