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 have personally known Mark Patrick since 1988. I have worked with him both professionally at the corporate level and personally as he has been my accountant. It is without hesitation that I would re… Read more
Edmond P. Nash

Frequently Asked Questions

Q.

My lender is requesting financial statements prepared by a CPA.  Why can’t they accept my income statement from my accounting software?

A.

If you approached a lender to obtain a loan for your business, they may request CPA-prepared financial statements. The terms and amount of your loan will depend on the financial...

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