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

Kristen Brand, CPA, CFST

Tampa Office Managing Partner

813.254.2727

Stephen Leonard, CPA

Tax Partner

912.234.8243

John McElderry, CPA, CGMA

Principal

770-874-1691

Carolyn McIntosh, CPA

Tax Partner

912.234.8243

Russell Reece, CPA

Atlanta Office Managing Partner

770.246.0793

W. Edward Scott, CPA, PFS

Tax Partner

770.246.0793

Patricia Siles, CPA

Tax Partner

305.928.6822

Joel Stettler, CPA

Senior Manager

770.246.0793

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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Savannah
Atlanta – Norcross
Miami
Tampa
Atlanta – Powers Ferry
Augusta