Advice, Preparation . . . Results™

Estate Planning

Our CPAs in Jacksonville provide estate planning, trust planning, retirement planning, and other financial planning and accounting services.Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and other beneficiaries, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

What Our Clients Are Saying

I am so much more comfortable with how our finances are now being handled. Thanks for your help!
Dr. Randy T. HodgesSenior Pastor HernandoChurch of the Nazarene

Frequently Asked Questions

Q.

Are there any benefits to filing early? And what happens if I file after the deadline?

A.

Filing before April can make your tax refund come back faster, but filing too close to the deadline could cost you money.

Read more...

Locations

4029 Atlantic Boulevard, Jacksonville, Florida 32207
6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082

 

Copyright © 2020 Patrick & Raines CPAs, LLC.
All rights reserved. Privacy Policy | Terms of Use | Disclaimer