Tax Preparation and Planning Services in Jacksonville, Florida


The firm is proud of its focus on supporting the Jacksonville Community in order to build a better environment for current and future residents. Our employees and partners volunteer hundreds of hours each year in an effort to create change in Jacksonville.  The firm supports many charitable activities throughout the year.

Some of the activities that the firm is involved in are as follows:

Women's Business Center Chamber FoundationFinancial Matters – Jacksonville Women’s Business Center (JWBC)
As a firm, we believe in mentoring those with whom we associate, both within the firm and throughout our communities. The firm has participated in the Jacksonville Women’s Business Center’s Financial Matters program and supports the program through a combination of mentoring, educational workshop and financial sponsorship. This program enables the JWBC to connect women business owners with a team of mentors in the accounting and financial institution industries.  The mentors work with the women business owner for six months to help develop an understanding of the financial aspects of her business and the appropriate utilization of the information to in her decision making to ensure her company operates at its fullest capabilities.

United Way of Northeast Florida | LIVE UNITED
The firm is proud of its commitment to “LIVE UNITED” and our involvement with United Way of Northeast Florida. As a firm, we acknowledge the importance of working with the not-for-profit organizations to enable the entities to better service those in need within our community.  To help achieve this goal, we have a member of the firm that has served on the Volunteer Accounting Committee for several years and is the current Chair of this committee.  The firm also runs annual United Way giving campaigns, now in its 17th year. Through the annual campaigns, team members can contribute to United Way in a number of ways, including direct payroll deductions, Jeans Day and one-time contributions. The firms also conducts fundraising events, such as ‘Gingerbread Haunted House raffle’, ‘Gingerbread Turkey raffle’, ‘Bake Sales’, and other events are conducted during the year to raise funds for the United Way to utilize in providing programs in our community. The firm and employees are proud to have raised over $5,000 for United Way of Northeast Florida in 2014!

The firm also participated in the United Way Backpack challenge and filled 40 backpacks for local school children.

Variety of Community Programs and Activities

Firm members are encouraged to find community activities that appeal to their specific interests and skills. Firm members have or currently participate in or provide leadership too many worthwhile community programs. Additional organizations in which we serve include:

  • All in Jesus Name – Board Member
  • Family Nurturing Center – Past Board Member and Treasurer
  • Girl Scouts of Gateway Council, Inc.  – Finance Committee member and former Board Member
  • Our Lady Star of the Sea Catholic Church – Finance Committee member
  • We Care Jacksonville, Inc. – Treasurer
  • United Way Volunteer Accounting Committee – Current Chair
  • Member of the Florida State College Financial Services Advisory Board

We are also involved in various programs or events through individual participation or sponsorships.  These events include the Season for Sharing at the Bridge, Flavor of Jacksonville, Jazz on the Bridge, Mandarin Relay for Life, and other events.