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.

If you'd like to subscribe to our newsletters, please click the button below.

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

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!

2019 Year End Tax Guide

Our 2019-2020 Tax Planning Guide provides an overview of the most consequential changes under the Tax Cuts and Jobs Act and other key tax provisions you need to be aware of. Learn more in our guide below.

 

 

 

together we can do anything

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.

LEADERSHIP PARTNERS

Tax & Estate Planning News

Family matters: Estate planning considerations if you have adopted children or unadopted stepchildren

If you have adopted children or unadopted stepchildren, estate planning is critical to ensure that your property is ...
Continue Reading
Mauldin & Jenkins tax

After you file your tax return: 3 issues to consider

The tax filing deadline for 2019 tax returns has been extended until July 15 this year, due to ...
Continue Reading
economic impact payments

Some people are required to return Economic Impact Payments that were sent erroneously

The IRS and the U.S. Treasury had disbursed 160.4 million Economic Impact Payments (EIPs) as of May 31, ...
Continue Reading