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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 been the treasurer for my church for the better part of 10 years. It is an important job but one that requires a certain amount of specialized knowledge to do it properly which makes it very di…
William S. Hart, CFP, MBARetirement Strategies, Inc.

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...

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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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