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
  • Non-profit 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!

2018 Year End Tax Guide

Our 2018-2019 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.

 

 

LEADERSHIP PARTNERS

Alan Grimsley

Partner: Columbia

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Becky Fingerle

Director: Bradenton

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Bob Heuel

Partner: Atlanta

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Bruce Jones

Partner: Macon

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Carl Garner

Partner: Atlanta

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Chuck Statler

Partner: Columbia

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David Splittgerber

Partner: Columbia

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Eric Vreeland

Partner: Atlanta

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Greg Morgan

Partner: Atlanta

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Joanna Hancock

Partner: Albany

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John McDuffie

Partner: Albany

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Josie Parr

Director: Bradenton

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Kenneth Thomas

Partner: Bradenton

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Kyle Butler

Partner: Chattanooga

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Matt Hisey

Director: Chattanooga

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Melodie Rich

Partner: Bradenton

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Meredith Smith

Partner: Birmingham

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Mike Kimmell

Director: Atlanta

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Ron Marshall

Partner: Macon

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Steve Parent

Partner: Bradenton

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Todd Dailey

Partner: Columbia

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