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Tax Planning & Preparation

Tax planning and preparation in Jacksonville including income tax returnsTax planning and preparation form a winning combination for our successful individual and business clients.

Whether you’re an individual or complex business entity, our experienced staff will provide tactical advice and effective tax strategies tailored to your unique long-term planning situation.

Our significant investment in computerized tax preparation, research software, and continuing education enable us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, limited liability companies, partnerships, trusts, estates and not-for-profit organizations.

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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