Tax Planning & Projections

Making complex needs easy

We can help with your specialized needs

When it comes to tax preparation for both businesses and individuals, tax strategy and planning is just as important as meeting the filing deadlines. Our professionals can advise on complex personal and business tax planning and can assist with specialized needs such as mergers and acquisitions, divestitures and restructuring efforts.

Our team will take a leadership position to prepare your tax strategies and ensure all tax compliance needs are handled as well as proactively recommend strategies to minimize your taxes. We have experts who will manage your international, federal, state and local tax planning matters and address your personal tax planning and preparation needs.

Our specialists

Carolyn McIntosh, CPA

Savannah Office Managing Partner

912.234.8243

John McElderry, CPA, CGMA

Tax Partner

770-874-1691

Michael Maiorano, CPA, PFS, CFP®

Tax Partner

770.246.0793

Patricia Siles, CPA

Tax Partner

305.928.6822

Russell Reece, CPA

Atlanta Office Managing Partner

770.246.0793

Stephen Leonard, CPA

Partner - Tax Practice Leader

912.234.8243

W. Edward Scott, CPA, PFS

Tax Partner

770.246.0793

Joel Stettler, CPA

Tax Partner

904.356.9400

Kristen Brand, CPA, CFST

Tampa Office Managing Partner

813.254.2727

Bill Becker, Jr. , CPA

Principal

Dana A. Hershkowitz

Tax Principal

813.867.2492

Kenneth A. Smith, CPA

Tax Principal

770.246.0793

Mark Fenaughty, CPA

Tax Principal

305.928.6822

Services

  • New Tax Reform Readiness
  • Personal Tax Planning and Projections
  • Business Tax Planning and Projections
  • Family Wealth Tax Planning
  • Exit Planning from a Tax Perspective

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