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We have been monitoring the spread of Coronavirus (COVID-19) and in response to the developments in our area, our firm would like to insure you that we are taking every precaution to keep our team healthy and safe. Our firm will continue to monitor the situation and meet on a regular basis to determine our plan as things require. The health and wellbeing of our staff, our clients and their businesses is of utmost importance to us.

In an effort to combat the possible spread of COVID-19, we are following the CDC travel guidelines for our employees outlined here:

In an abundance of caution, our firm will be limiting our face to face interactions and, while limiting, implementing digital options to continue the flow of communication. We also have internal procedures in place in the event the situation evolves that will enable our firm to continue servicing your financial needs. If you have any questions, please call us at 904-460-0747.

Our Industries

Professional Services

As a professional services company, we understand the special considerations for managing tax liabilities in this sector. We know that in this industry, service to your clients is what makes you successful. We work hard to provide asset protection and tax minimization strategies, as well as hands-on partnership in financial planning. Often, professional services companies can benefit from our strong entrepreneurial services and our creative strategies for managing growth. Our clients consider us partners in their businesses.

Professional Services