One Advisor, Many Benefits: The Case for a Unified Approach to Taxes & Wealth

Many business owners view tax planning and wealth management as separate domains. So they hire a CPA or tax specialist to handle tax returns. Then, they consult with a financial advisor who manages investments and retirement planning.

The trouble with this siloed approach to wealth management is that it often leaves opportunities on the table. The simple fact is that every investment has tax implications.

At Monocacy, our small business financial advisors believe in taking a unified approach to your finances. Here's why.

Winning Tax Strategies to Maximize Wealth

No one wants to overpay on April 15. Unfortunately, many do—either because they wait until tax season to start planning, miss write-off opportunities, or do not work with a small business financial advisor who ensures business owners keep more of what they rightfully earned.

Unlike other firms, we take a holistic approach to your finances. That means working with you year-round to not only identify tax-saving opportunities but also ensure your tax strategy aligns with your wealth-building goals.

One Point of Contact

Imagine a world in which you could make a single phone call and speak to one person who not only knows you by name but has a comprehensive view of your financial situation. Welcome to Monocacy.

We don’t just minimize your tax liability and help you build wealth. We save you time and eliminate confusion by removing the back-and-forth between specialists who don't communicate or work together to streamline your financial life.

Comprehensive Services

In addition to taxes and wealth management, our team specializes in:

• CFO/advisory services
• Bookkeeping
• Consulting
• Payroll
• Audit & assurance services
• International tax
• Business valuation
• Estate planning
• Retirement planning

While you are certainly not obligated to take advantage of our comprehensive business accounting services, many clients do so—not only to maintain continuity but to ensure every aspect of their business and personal finances works together.

More Informed Decision Making

Working with a single small business financial advisor also leads to smarter financial decisions. Why? Instead of trying to reconcile insights from two specialists who do not communicate with one another, you get clear guidance from one trusted source.

This eliminates delays and ensures every financial decision you make aligns with your bigger financial goals.

Services That Scale With Your Needs

In the early stages of your business, you may only need a small business financial advisor to help you with taxes. But as your business grows, you'll likely find that tedious back-office tasks are keeping you from your core responsibilities. And when you want to value your business, explore exit strategies, or plan for retirement, it’s likely that you'll also need guidance.

Our services scale up or down to meet your needs. Whether you're just starting out and need a small business advisor to help you with tax planning and compliance, or you're ready for comprehensive financial management, we're here to support your journey.

Let's Build Your Financial Legacy Together

When you need comprehensive guidance, Monocacy is here to help. From tax planning and wealth management to business valuation planning for retirement, our small business financial advisors give you the financial expertise and personalized attention you deserve. Contact us now!