Individual – Tax Planning

The best way to reduce your taxes is through effective planning. We offer individual tax planning in Jacksonville, FL and the surrounding areas. We can highlight the tax impact of transactions that you may engage in during the year; tax projections and calculation of quarterly estimates helps you plan for cash outlays and determine the impact that different events may have on your taxes.

Our short- to medium-term tax planning strategies include:

  • Income tax projections
  • Multi-state planning
  • Estimated tax calculations
  • Withholding adjustments for payroll
  • Alternative minimum tax management


At year-end, and during strategic points throughout the year, we advise you on effective ways to reduce your taxes through deferral of income, adjusted timing of capital transactions, and implementation of other tax-saving strategies.


Strategic long-term tax planning will ensure that your needs are met, while reducing your tax obligations. We provide consulting in numerous areas related to individual tax matters, including:

  • Equity based compensation arrangements
  • Estate and gift tax planning
  • International tax planning
  • Retirement distribution design
  • Charitable and philanthropic strategies


Individual Tax Planning Service Plans

We can customize a Master Plan that makes the most sense for you

  • Income tax projections
  • Multi-state tax planning
  • Estimated tax calculations
  • Salaried person’s payroll withholding adjustments
  • Consulting for executives and their families
  • Equity based compensation arrangements
  • Compensation and benefits planning
  • Estate and gift tax planning
  • Retirement distribution designs
  • International tax planning and consulting
  • Alternative minimum tax consulting
  • Charitable and philanthropic tax planning strategies


Please contact us today for more information on our individual tax planning services in Jacksonville, FL and the surrounding areas.

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