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 to recommend Mark and his firm. He has helped us to become a better organization and better people as well. He has the gift of being able to know in depth matters financial, including …
Rev. Louis R. Lothman, Th.D.

Frequently Asked Questions

Q.

What if I have estate, gifting or asset protection concerns?

A.

Before making a serious and perhaps irreversible decision about shifting assets to other individuals, trustees, guardians or planning the transfer of your estate, consult a qualified professional about how to...

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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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