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…
Edmond P. Nash

Frequently Asked Questions

Q.

What do banks consider when reviewing a loan request?

A.

The bank’s primary concern is repayment. Many loan officers will order a copy of your business credit report, and perhaps your personal report, to determine your likelihood of repaying. Using...

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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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