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We have been monitoring the spread of Coronavirus (COVID-19) and in response to the recent "Stay-At-Home" Order issued by Governor Desantis, our firm will be working remotely for the benefit of our staff and their safety. Our office will be closed to the public starting April 3rd 2020. Being an essential business, we want to assure you we have digital options in place to continue the flow of communications and operations of the firm to ensure our continued support of your financial needs. If you have questions please call 904-460-0747 or Contact Us via Email.

Our Services



Tax Planning


  • Income Tax Planning: Did you know that there are literally hundreds of tax strategies that are available to you that may help save you taxes? We can help identify the ones that will help you the most. All too often we hear new clients tell us that their tax preparer does a great job with returns, but that they don’t provide any advice. Sound familiar? We take pride in the fact that we are available for your questions and contact you during the year to make sure that no tax-saving opportunities are missed. Proactive tax planning during the year should reduce your tax liability compared to after-the-fact planning when preparing the return.

 

  • Estate Tax Planning: Build wealth. Leave a legacy. We can help. AKA can help ensure success and peace of mind with skillfully prepared plans for your future and the futures of your heirs. Our team of professionals has decades of experience in working with attorneys who design estate tax plans, but more importantly, we help find the plan that works best for you. We also work closely with your team of professionals to make certain that the documents required to meet your overall needs are prepared and executed in a timely and expert manner.


Tax Planning