Tax & Estate Planning

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

Learn more about our tax services.

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

Tax & Estate Planning Mauldin & Jenkins

Don’t overlook digital assets in your estate plan

When it comes to digital assets, it’s important to know that, unlike many assets, they leave little to ...
Continue Reading
Tax & Estate Planning Mauldin & Jenkins

The tax consequences of selling mutual funds

Do you invest in mutual funds or are you interested in putting some money into them? If so, ...
Continue Reading
Tax & Estate Planning Mauldin & Jenkins

Own foreign assets? Account for them in your estate plan

Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good ...
Continue Reading