Call (904) 860-1040

Landrum Lane Office Center
183 Landrum Lane, Suite 203
Ponte Vedra Beach, Florida 32082

Tax Planning & Preparation

Have you ever started or sold a business, sold real estate or taken an early distribution from your IRA or retirement plan without consulting your CPA? Were you happy with the amount of taxes you paid as a result of such events? If not, then you should consider using your CPA as a planner instead of a historian.


Tax laws are often complex and frequently change. As a consequence, you should consult your CPA before making investment and tax decisions. Careful planning throughout the year can assist you in reducing the taxes you pay as well as help you achieve your financial goals. Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long and short-term objectives.