Financial Planning for S-Corp Business Owners in Tampa, FL
Where Your Business and Your Personal Finances Finally Work Together
You have spent years building your business. But when was the last time someone looked at the full picture, not just your portfolio?
At Alonso Financial Planning, we specialize in serving S-corporation business owners in the South Tampa area. We deliver concierge-level financial planning and wealth management built around your life, your goals, and the real complexities of running an S-corp.
We come to you, whether that means your office, your home, a coffee shop, or the golf course. This is financial planning on your terms.
Built for S-Corp Business Owners in South Tampa
Our clients are S-corporation business owners in the Tampa area, typically in their 20s and 30s, growing their businesses, starting families, and starting to ask the questions that truly matter:
Am I paying myself the right salary?
Am I getting the most out of my S-corp tax structure?
Do I have a plan if something happens to me or when I'm ready to exit?
They want a financial planner who understands both sides of the equation: the business and the personal. Someone who can help them make confident decisions with both.
While our specialty is S-corp business owners, we also work with select high-income professionals and business owners in the South Tampa area who want this same level of integrated, concierge planning.
Financial Planning That Goes As Deep As Your Business
With an S-corporation, your business finances and your personal finances aren't two separate things. They never were. Your salary affects your payroll taxes. Your distributions affect your personal income. Your retirement strategy, your exit plan, your family's protection: it all flows through the business.
Alonso Financial Planning offers specialized services built around that reality: S-corp salary and tax optimization, business cash management, and exit and succession planning.
Human First. Finance Second.
Every relationship starts with a conversation, not a pitch. We take time to understand who you are, what drives you, and where you want to go before we ever talk numbers. From there, we build a financial plan that reflects your life, your goals, and the realities of running an S-corporation. We operate like a concierge financial planner, which means you get direct access to Alex whenever you need it. No receptionist, no waiting, no being passed off to an associate. You call, he picks up.
Born and Raised in Tampa. Built for Tampa Business Owners.
Alex Alonso is a South Tampa native and independent financial advisor. He is the only financial planner in the Tampa area who specializes exclusively in S-corporation business owners. Holding an MBA with a concentration in finance and a background as a serial entrepreneur and financial planner. Alex brings a depth of business and financial knowledge that most advisors simply cannot match. He keeps his practice intentionally small, capped at a limited number of households, so every client gets direct access, a real relationship, and proactive planning that actually moves the needle.
Free Resources for S-Corp Business Owners in Tampa
Start with our free guide, “5 S-Corp Mistakes That Could Cost Business Owners Thousands,” and explore articles written specifically for business owners in the Tampa area. From tax planning strategies to cash management insights, these resources are designed to help you make better financial decisions for your business and your family.
You Built the Business. Let's Build the Financial Plan to Match.
Alonso Financial Planning works with a limited number of S-corp business owners in the South Tampa area. If you are ready for financial planning and wealth management that goes beyond portfolio management, we would love to connect. Schedule a free introductory call and let's find out if we are a good fit.