Tax Planning & Preparation Backed by Experience
We understand that tax and accounting decisions are complicated. The experienced team at Financial Solution Advisors has been helping clients with tax preparation and planning for over 40 years. When you work with us, you can rest easy knowing you are protected and prepared to achieve your personal and business goals.
Your Tax Experts
At FSA, we specialize in tax planning and preparation in the small-to-medium-sized business market. Our team-based approach ensures we have the right expertise to handle even the most complex tax matters for individuals and businesses.
- Personal tax preparation
- Estate and trust planning and tax preparation
- Financial projections and tax planning services
- IRS notice resolution and tax matters consultation
- Corporate and partnership tax preparation
- Tax compliance services
Comprehensive Financial Solutions
As your strategic partner, we offer comprehensive, personalized packages designed to meet your unique needs. From your business to your taxes to your long-term planning, we take an integrated approach and ensure everything works together to move you toward your goals.
Specialty Areas in Tax Planning & Preparation
Our firm offers a wide range of specialty tax and financial services. Read below to learn more.
Non-Profit Tax and Accounting
Tax-exempt 501(c)(3) organizations have unique accounting needs, particularly when it comes to meeting reporting requirements for grants and major gifts. Our not-for-profit clients receive mission-focused support from our dedicated team.
Tax Preparation for Medical Professionals
As a medical professional, you have distinct needs when it comes to tax preparation and financial services. Work with a knowledgeable tax professional to ensure you take the right deductions and plan to minimize future tax implications.
Financial Success Starts Here in Jacksonville
The FSA team has provided quality, personalized financial guidance to thousands of clients in Jacksonville since 1978, and we are leading the way in cloud accounting tech and automation. Contact us to schedule a consultation, during which we’ll get to know you and map out a unique approach to meet your financial needs.
- Schedule a consultation and meet your team.
- Dig into your financial data.
- Achieve success with a long-term financial plan designed for you.
Tax Resources for Businesses and Individuals
New overtime rules for 2024 struck down
Earlier this year, the Department of Labor (DOL) announced a rule intending to significantly raise the salary thresholds for overtime eligibility under the Fair
The latest retirement savings plan contribution limits
Planning for retirement involves strategic financial decisions, which is why it’s important to understand the latest retirement savings plan contribution limits and what they
Tax Planning Checklist: Essential questions to discuss with your advisor before year-end
As the year comes to a close, it’s the perfect time to ensure you’re maximizing your tax savings and heading into the new year
The Power of Accounting Automation for Nonprofits: Streamline, save, and serve
Nonprofit organizations, especially tax-exempt 501(c)(3) organizations, face unique accounting needs. Unlike for-profit entities that focus on maximizing profits, nonprofits prioritize fulfilling their missions and