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 with the service and patience we have received. Thanks to your service, we have greater confidence in our financial position. Professional… helpful… cooperative… and accommodating to our …
Dr. Randy T. HodgesHernando Church of the Nazarene

Frequently Asked Questions

Q.

What should I consider before hiring a CPA?

A.

Your first step is to decide how best we can serve you. The more you understand what you need, the better job we can do together of matching our services...

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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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