The road to reaching your financial goals 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.
Tax Services
We offer a wide array of services tailored to meet your specific planning needs, including:
- Comprehensive tax planning and consulting, including the use of tax credits
- Tax return preparation and compliance
- High net worth individuals and multi-generational families
- Private foundations and family philanthropy
- Business entities including corporations, S corporations, partnerships, LLCs and disregarded entities
- Nonprofit entities
- Estates, gifts, and trusts
- Wealth transfer planning
- Business formations and dissolutions including succession planning
- Entity tax planning for structuring business deals and transactions
- Real estate businesses, transactions, and deals
- Multi-state tax compliance and issues
- International tax compliance and issues
- Tax audit and examination resolutions
To learn more about our tax services, please click HERE.
Tax Solutions
Our expertise in tax and business matters, combined with our consulting specialties, allow 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 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 100 years of practical business experience, helps keep the professionals at Mauldin & Jenkins knowledgeable of 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!
2022 Year End Tax Guide
Our 2022-2023 Tax Planning Guide provides an overview of year-round strategies to make tax laws work for you. Learn more in our guide.
Going Further
Our firm offers a wide array of services that can be tailored to your specific needs. Mauldin & Jenkins expertise in tax can assist you in achieving your personal, or business’ financial goals.
Industry Professionals
Tax & Estate Planning News
If your family owns a vacation home, address it carefully in your estate plan
For many people, the disposition of a family home is an emotionally charged estate planning issue. And emotions ...
Continue Reading 
Reduce the impact of the 3.8% net investment income tax
High-income taxpayers face a regular income tax rate of 35% or 37%. And they may also have to ...
Continue Reading 
What should you consider when choosing a guardian?
What’s arguably the most common reason people put off estate planning? It’s naming a guardian for their minor ...
Continue Reading