Individual & Business Tax Planning & Compliance

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 and business planning needs with the utmost care and attention to detail to help you successfully 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.

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 devise custom, high-quality tax strategies. We listen and respond!

Start 2022 right by preparing mandatory 1099s now

A new year has begun, full of hope and promise. What better way to position your business for success in 2022 than by getting a jump on your tax responsibilities? The first few weeks in January is the time to start preparing mandatory tax reporting forms for vendors, contractors, and others that provide services or receive nonemployee compensation from you and your organization.

Read more about mandatory 1099s.

tax professionals

Ron Mitchell Mauldin & Jenkins

Ron Mitchell

Financial Institutions Practice Leader | Partner

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Frank A. Slotin Mauldin & Jenkins

Frank A. Slotin

Savannah, GA Practice Leader | Partner

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Jim Vaughn Mauldin & Jenkins

Jim Vaughn

Chattanooga, TN Practice Leader | Partner

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Charlotte Way Mauldin & Jenkins

Charlotte Way

Tax Counsel | Tax Controversy & Resolution Practice Leader | Partner

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