Protect What You’ve Built.
Minimize What You Owe.
At Goldstein Financial, we help business owners and high-income professionals plan strategically, not just reactively. Our Business & Tax Strategy services are designed to reduce tax burdens, protect income, and support long-term financial clarity without relying on risky investments or guesswork.
Whether you’re self-employed, running a growing business, or navigating the complexities of 1099 income, we provide clear, customized strategies that align with your goals.
If you’re ready to take a proactive approach to your taxes, income, and business future, we’re here to help.
Our Business & Tax Strategy Services
Tax Planning for the Long Haul
Most people think about taxes in April. We think about them year-round. Our tax strategies help clients:
- Minimize annual and quarterly tax liability
- Plan income recognition and deductions with intention
- Stay compliant while avoiding overpayment
- Structure income and compensation in smarter ways
Business Financial Strategy
Running a business requires more than instinct, it requires strategy. We guide business owners through key financial decisions, including:
- Optimizing compensation and distributions
- Planning for equipment purchases or expansions
- Building reserves and planning cash flow
- Evaluating business structure and future transitions
Income Protection & Contingency Planning
What happens if a key employee leaves? If you face a major health event? Or if market changes impact your revenue?
We help clients create protection strategies using conservative, insurance-based solutions to:
- Protect your income
- Plan for contingencies
- Minimize disruption during the unexpected