Alonso Financial Planning

About Alonso Financial Planning

Alonso Financial Planning is a boutique, concierge financial advisor in South Tampa, FL serving S-corp business owners across Tampa Bay. We specialize in small business tax planning, S-corp tax planning, and financial planning for S-corp business—optimizing salary vs distributions, QBI, and retirement contributions. Get investment management and portfolio management for S-corp business owners with tax-efficient strategies. We also provide exit planning for business owners and succession planning for business owners to support a smooth transition and long-term independence.