Advice, Preparation . . . Results™

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 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.

How can I increase my child’s financial aid?

A.

Several strategies exist that may increase the amount of aid your child is eligible for:

  • Try to avoid putting assets in your child’s name. Investments owned by a child can impact...
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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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