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:

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

Supreme Court upholds premium tax credits for coverage purchased on federal exchanges

U.S. Supreme Court decision has tax implications for same-sex married couples and their employers

Multistate Taxation: US Supreme Court Strikes Down Double-Tax Structure

IRS Penalty Relief Program

2 recent IRS developments could affect businesses’ 2014 income tax returns

Many cost-of-living adjustments rise modestly for 2015

AICPA brings accounting and review standards into the 21st century

Uncertainty over expired tax provisions complicates year end tax planning Fall 2014

Rules surrounding IRA rollovers become less friendly to taxpayers

Client Update Tax Newsletters:

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.