Our Tax Planning & Preparation services are designed to develop long-lasting relationships with our clients. Our area is full of many capable tax preparers; however, preparation is only a small part of the true value CPAs provide.
We differentiate ourselves by not only considering your current preparation needs but also developing sound tax strategy for the future. Please contact us today to schedule a no-cost prior-year review and consultation.
Our planning and preparation process starts with an initial no-cost prior-year review and consultation. Combining our knowledge with your goals, we then develop a tax strategy for your future and prepare your current year returns.
While recent tax law changes have significantly increased the thresholds for taxable estates, we firmly believe that everyone should have an estate plan. There are many planning strategies available to help you protect your assets and to assist you in transitioning those assets to your family. We have developed a network of local professionals, including many attorneys and financial advisors, that can assist us during the creation of your estate plan.
If any filings are necessary, we can prepare the Form 706 – Estate Tax Return and/or the Form 709 – Gift Tax Return as required. We would love the opportunity to discuss your estate plan, please contact us today to schedule a consultation.
1020 E. Cervantes St.
Pensacola, FL 32501
M-Th 8am – 5pm
1804 Prado Street
Navarre, FL 32566
By appointment only
Call to schedule
1400 30th Street
Niceville, FL 32578
M-Th 8am – 5pm