Individual & Estate Tax Services

Individual & Estate Tax Services

The road to reaching your financial goal is not always as straight and smooth as you would like.  Mauldin & Jenkins is the partner you need to help you steer clear of any surprises and pitfalls that may happen along your journey.  We treat your individual, estate and business planning needs with the utmost care and attention to detail, to help you achieve your financial goals.

Individual and Estate Tax Services brochure:

Tax and Estate Planning Services

Tax News Alerts:

What’s on the FASB’s technical agenda for 2016?

IRS issues deadline extensions for ACA information reporting

Budget act eliminates strategies for maximizing Social Security payout

Pension plan changes included in 2015 budget act

Partnership audit rules revised under 2015 budget act

2016 cost-of-living adjustments: Minimal changes from 2015

Uncertainty over expired tax breaks once again complicates year-end tax planning

ACA information reporting deadlines are on the horizon: Are you ready?

Highway funding law brings important tax law changes

New trade law hikes penalties for tax information reporting failures, errors and omissions

The FASB delays landmark revenue recognition standard

 

Client Update Tax Newsletters:

Winter 2016 Issue

Fall 2015 Issue

Summer 2015 Issue

Spring 2015 Issue

Click below for our 2015 Year End Tax Planning Guide:

Tax Guide Icon

 

Tax Services

Mauldin & Jenkins offers a wide array of services tailored to meet your specific planning needs, including:

Tax  Solutions

Out expertise in tax and business matters, combined with our consulting specialties, allows us to cater to each client’s specific set of circumstances – whether they are entrepreneurs, owners of closely held businesses or high net worth individuals. We help our clients achieve their business and personal financial goals by taking a proactive planning approach to minimize tax obligations, and by providing you the specific and relevant information to make educated planning decisions for the future. Estate planning – an essential element in the overall tax planning process – is never overlooked.  We work with our clients to create a comprehensive estate plan, and our tax planning professionals periodically review and update the plan, as circumstances change over time.

Qualified Tax Advisors

Tax laws often change dramatically each year.  Our continuing education program, coupled with more than 90 years of practical business experience, helps keep the professionals at Mauldin & Jenkins knowledgeable on the latest regulatory updates. It’s important to have a partner working on your behalf to secure your future.  Our tax planning professionals take an integrated and consultative approach to devising custom, high-quality tax strategies.  We listen and respond.