Welcome to the McDonald Financial Group
Professional, experienced, local family owned tax office in Trenton, Michigan.
The McDonald Financial Group offers Income Tax Preparation and Planning, Comprehensive Retirement Planning, Life Insurance and Complimentary Notary Public Services in the Downriver Community.
Patricia McDonald, Kathy Bair Snodgrass and Rebekah Clanton share a personalized approach to fit your tax preparation needs with 50 years of combined experience.
As owner & tax advisor at McDonald Financial Group, Patricia is in the office to ensure prompt and quality service to all of our clients.
Rebekah has 12 years experience in personal and self-employed returns. She offers expertise and knowledge for current and future planning.
Kathy Bair Snodgrass
Kathy has 35 years of tax experience. She has extensive knowledge of personal investements, life insurance & health insurance.
What do we offer?
Income Tax Preparation and Planning
Comprehensive Retirement Planning
Complimentary Notary Public Service
- Medicare Supplement
- Medicare Advantage
- Medicare Part D – Prescription Drug Coverage
- Medicare Vision
- Mediacre Dental
What documents do I need?
Please bring the following to your tax appointment:
- Social Security Numbers for all in the household
- Property Taxes
- Taxable value of Homestead
FINANCIAL ADVISOR & RETIREMENT SERVICES AVAILABLE
David McDonald Offers Financial Services with a Fraternal difference. For You, Your Family, Your Business and Your Community.
Schedule your complementary review of your retirement plan, IRA, Roth IRA and 401K. Call us today at 734-556-4054.