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 pleased to recommend Mark and his firm. He has helped us to become a better organization and better people as well. He has the gift of being able to know in depth matters financial, including …
Rev. Louis R. Lothman, Th.D.

Frequently Asked Questions

Q.

What is the difference between certified public accountants (CPAs) and other accountants?

A.

CPAs achieve high standards of education and then pass rigorous examinations. In addition, they’re regulated by their resident state, must meet strict continuing education requirements, submit to peer review, and...

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Locations

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

 

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