Advice, Preparation . . . Results™

Rev. Louis R. Lothman, Th.D.

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 IRS details and changes, and being able to translate the CPA world and its requirements and value to laity and clergy alike.

Rev. Louis R. Lothman, Th.D.
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What Our Clients Are Saying

I am so much more comfortable with how our finances are now being handled. Thanks for your help!
Dr. Randy T. HodgesSenior Pastor HernandoChurch 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...
Read more...

Locations

4029 Atlantic Boulevard, Jacksonville, Florida 32207
6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082

 

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