High-Net Worth Tax Support Services

Effective Planning Strategies

We can help with your specialized needs

Our high net worth clients include business owners, executives in privately held or publicly traded entities and families that have complex financial and tax considerations. Increased investment activity results in tax filing complexities and also allows for proactive tax planning strategies that require an advisor with experience and expertise.

Our specialists

Carolyn McIntosh, CPA

Savannah Office Managing Partner

912.234.8243

Craig Armstrong, CPA

Miami Office Managing Partner

305.928.6822

John McElderry, CPA, CGMA

Tax Partner

770-874-1691

Russell Reece, CPA

Atlanta Office Managing Partner

770.246.0793

W. Edward Scott, CPA, PFS

Tax Partner

770.246.0793

Joel Stettler, CPA

Tax Partner

904.356.9400

Mark Hand, CPA, MAFF, CVA

Tax Partner; Litigation Services Practice Leader

(904) 544-9248

Tonya Kelly, CPA

Orlando Office Managing Partner

407.478.6596

Kristine Pendilla, CPA

Tax Manager

912.234.8243

Lindsey Little, CPA

Principal

912.234.8243

Mark Fenaughty, CPA

Tax Principal

305.928.6822

Mercedes Franquiz

Senior Manager

305.928.6822

Trinity Truong, CPA, EA

Senior Manager

(678) 426-2687

Services

  • Tax Planning & Return Preparation
  • Personal Financial Statement & Bill Payment
  • Family Office Support
  • Estate, Trust & Gifting Strategies
  • Tax Analysis & Projections
  • Divorce & Support Issues
  • Tax Service for Family Partnerships & LLCs

Looking for More Information?

Download our brochure

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Augusta
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