Most financial advisors work in silos. One handles your retirement plan. Another handles insurance. Someone else is talking to your CPA — maybe. At TST Accounting, we eliminate the guesswork by integrating tax, wealth, and risk planning under one strategic roof.
You don’t need 6 advisors who don’t talk to each other. You need one partner who sees the whole picture — and helps you make smarter, long-term financial decisions that protect what you’ve built.
What We Offer
Our Financial Services are built for high-efficiency professionals who want clarity, coordination, and confidence in their financial future. Whether you're scaling a business, building an investment portfolio, or preparing for retirement, we provide tailored guidance to help you move forward with purpose.
What’s Included:
✅ Wealth & Retirement Planning
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Tax-optimized retirement account setup (Solo 401(k), SEP IRA, defined benefit plans)
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Strategic withdrawal and contribution timing
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Exit planning with long-term tax impact in mind
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Asset protection strategies for business owners and investors
✅ Business Succession & Exit Strategy
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Equity structuring and valuation readiness
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Timeline mapping: when and how to transition
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Minimizing tax impact of a sale or hand-off
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Transition strategies for family-owned businesses
✅ Risk Management Alignment
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Insurance review and coordination.
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Legal structure and liability review.
Who Is This For?
This service is ideal for:
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Business owners with growing income and financial complexity
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Entrepreneurs planning to sell or scale
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Investors preparing for wealth transition or retirement
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High-income earners tired of fragmented advice
Why It Works
When your tax plan, business plan, and personal wealth plan are aligned — that’s when real strategy kicks in.
Our model ensures every part of your financial life talks to each other — because that’s where hidden risks get caught, and real efficiencies are unlocked.
