Comprehensive tax and financial solutions for busy high net worth individuals and families

High Net Worth Services

Bradford Jackson, CPA PLLC excels in delivering comprehensive tax solutions for business owners, entrepreneurs, individuals, and families. Using a contemporary methodology that combines forward-thinking, strategic planning with personalized service, we strive to help make our clients' financial lives easier while helping them to achieve their long-term monetary goals.

Our attentive high net worth services, designed to help you align your finances with your future personal goals, begin with asset protection. We'll meet with you to find out your concerns and to learn more about your goals and financial plans. Then we'll create a plan that ensures that your assets are protected and transferred to your beneficiaries in a tax efficient manner. The plan may involve tax planning, estate planning, succession planning, and managing your investments in such a way as to minimize any tax implications. 

As your circumstances change and your wealth increases, we can adjust the plan to meet these new conditions so that you'll always feel secure in the knowledge that you and your family are financially protected.

High Net Worth Wealth Management Services

Our Conyers firm offers comprehensive tax and financial solutions for busy high net worth individuals and families with significant assets. To schedule a free consultation, call us today at (678) 832-8450.

  • Advanced tax planning and reduction strategies

  • Equity compensation planning

  • Retirement planning

  • Estate and trust planning

  • Business succession planning

  • Budgeting

  • Investment management

  • Charitable giving

Let us take your tax and accounting needs off your hands today.