Business Planning Services

Planning for your business’ growth and success depends on developing a business plan that will be the foundation of your strategy to success. Too many entrepreneurs are too busy with other priorities – such as developing products, finding customers, and recruiting a team – to prepare a compelling business plan. Jonathan Robbins, Inc. has helped many clients with developing their business plan that becomes a roadmap to running a successful business.

We Can Consult With You on Your Business Strategy

We have successfully helped other clients to refine their ideas, vision and strategies, so they can be molded into a viable business. While the majority of business will focus on your financial situation; we help by challenging some of your assumptions, so that you can fill in gaps in your thinking. We have provided independent research and analysis when needed to help our clients better formulate a business model, tactics, and sound strategies.

We help you visualize your long-term competitive differentiation, identify target markets, and plan for your business to be scalable.

We can also assist when you need help to develop and express the business in a compelling package – whether it’s a business plan, financial forecast, marketing plan, elevator pitch, or executive summary – that is most appropriate for your specific situation and target audience.

Our Services

Most companies need more than just an accoutant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.


Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.


Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.