Tax Planning and Income Retention Strategies | CPA Firm Tax Planning and Income Retention Strategies | CPA Firm

Individual & Executive Support

Tax Planning and Income Retention Strategies

We are always looking forward for our clients. JGD professionals are experienced in supporting both individuals and executives in tax planning and income retention strategies. Our professionals will design a plan to help you move through the different stages of your business lifecycle. We provide creative thinking, investigate unexpected events and monitor performance.

Tax Services for Individuals and Executives Include:

  • Goal Setting & Profit Growth
  • Tax Planning & Return Preparation
  • Estate, Trusts & Gifting Strategies
  • College Planning & Retirement Strategies
  • Financial Planning
  • Second Home Purchases

  • Major Asset Decisions
  • Exercise Stock Option Strategies
  • Divorce & Support Issues
  • Buying & Selling a Business
  • High Net Worth Individuals



Providing Peace of Mind

We provide profitable peace of mind. JGD professionals remain current on changing tax incentives, regulations and wealth strategies. Our advisors have many years of experience in income tax strategies that can maximize potential incentives and ensure compliance.