Taxation & Financial Planning

No one is better qualified to assist you with tax and financial planning than a person who is both an attorney and certified public accountant. Since federal, state and local tax laws are so complex, many people find that professional assistance is a necessity. Through continuing professional education classes, we stay abreast of the changing tax laws so that we can assist our clients with their tax matters. Whether it’s a large corporation, small business or an individual who seeks our service, we are qualified to help with a wide range of tax matters. Some of our services include:

      > Preparation of personal and corporate income tax returns

      > Preparation of estate tax and gift tax returns

      > Income tax and estate tax planning

      > Personal and business financial planning

      > Representation before governmental tax agencies

Will, Probate & Estate Planning

Efficient and inexpensive transfer of property at death, or during one’s lifetime, can often be accomplished with proper planning. Conserving capital and minimizing taxes are important aspects to establishing any plan. Probate proceedings in court can be minimized or even eliminated, if the necessary documents have been prepared in advance. Lifetime transfers are also used in planning for taxes and property distribution. “Estate planning” is the process of reviewing each client’s particular circumstances, making recommendations, developing a plan, and then carrying out the “plan”, with the use of one or more of the following instruments:

     > Wills

     > Trusts

     > Deeds

     > Powers of Attorney

     > Living Wills

     > Guardianships

William S. Parks, CPA, JD
912-285-4400 | 200 N. Nicholls St. | Waycross, Ga. 31503
Page Last Updated: 10 February 2010