TAX & ESTATE PLANNING
A Holistic Approach to Protecting Wealth and Securing Legacies
At JCox CPAs & Advisors, P.C., we believe tax planning and estate planning go hand in hand. Our mission is to provide strategies that reduce tax burdens today while safeguarding your financial future for generations to come. Every plan we design is tailored to your unique goals, whether you are growing a business, managing family wealth, or preparing for a seamless transfer of assets
Our Tax Services
We provide proactive, year-round guidance to help you make informed decisions and stay ahead of complex tax regulations:
Personalized Tax Planning and Compliance: Federal, state, and multi-state return preparation with a forward-looking focus on minimizing liabilities
Business Tax Solutions: Strategic planning for corporations, partnerships, LLCs, and S corporations, including entity structuring and succession planning
Specialized Industry Experience: Support for real estate ventures, nonprofit organizations, international operations, and privately held companies
IRS Representation: Guidance and resolution in audits, examinations, and disputes
Transaction Advisory: Tax planning for business formations, mergers, acquisitions, and dissolutions
Our Estate Planning Services
Estate planning is more than just drafting documents. It is about ensuring your vision for the future is carried out. We collaborate with trusted legal and financial professionals to deliver comprehensive solutions:
Estate and Trust Taxation: Preparing and filing returns for estates, gifts, and trusts with compliance at every stage
Wealth Transfer Strategies: Minimizing estate and gift taxes while ensuring an orderly transition of assets
Philanthropy and Foundations: Structuring private foundations and charitable giving programs to maximize impact
Multi-Generational Planning: Coordinating plans that protect family wealth and align with your long-term values
Plan Reviews and Updates: Ongoing oversight to adjust your plan as your family, assets, or tax laws change
