Private Client Services

Growing your business is a key priority for closely held companies, entrepreneurs, and high-net-worth individuals. Thinking more strategically and leveraging knowledge about industry trends, process improvement, expansion, and controls may help position you for long-term growth. Our Private Client Services Group is keenly focused on these issues and provides assurance, advisory, and tax services to entrepreneurs and their closely held companies. This concept is an integrated service approach that considers your individual needs and the profitability of your company. At M&J, we are committed to developing a partnership with you to help you succeed.  As your business advisor and accountant, our services and expertise allow you to focus on growing your business and achieving your financial goals.

INDUSTRIES INCLUDE:

and more...

Assurance & Advisory Services

Tax Services

Our expertise in tax and compliance matters, combined with our focus on strategic outcomes, allows us to cater to each client’s specific set of circumstances – whether they are entrepreneurs at early stage entities, owners of established closely held businesses or high net worth individuals. We help our clients achieve their business and personal financial goals by taking a proactive planning approach to minimize tax obligations, and by providing you the specific and relevant information to make educated planning decisions for the future.

Our tax professionals take an integrated and consultative approach to devising custom, high-quality tax strategies, leveraging M&J’s 100 years of practical business experience. We listen and respond!

  • Estate and gift planning
  • Entity structure analysis
  • International tax issues
  • Stock-based Compensation
  • Multi-state compliance
  • Federal and State tax credits
  • IC DISC
  • Buy-sell agreements
  • Tax free exchange planning
  • Business and estate valuations
  • Business succession planning

Learn more about our tax services.

SALT Services

Multi-state business owners may be unsure of their tax obligations due to the continuously evolving state tax landscape.  Income taxes, Non-income based taxes (Activity Taxes, Gross Receipts, Franchise Taxes), and Sales tax can all have different nexus requirements. While a business may be required to file Franchise and Sales tax returns, they may not have to file an income tax return in the same state. Learn more about how our Specialty Tax practice can help you.

Going Further

An integrated service approach that considers your individual needs and the profitability of your business makes sense.  As your business advisor and accountant, Mauldin & Jenkins’ services and expertise allow you to focus on growing your business and achieving your financial goals.

Industry Professionals

Chris Anderson Mauldin & Jenkins

Chris Anderson

North AL Practice Leader | Partner

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Ross Cannon Mauldin & Jenkins

Ross Cannon

Healthcare Practice Leader | Partner

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Matt Hisey Mauldin & Jenkins

Matt Hisey

Chattanooga, TN Practice Leader | Partner

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Ryan Inlow Mauldin & Jenkins

Ryan Inlow

Assurance Practice Leader | Private Client Services Practice Leader | Albany, GA Practice Leader | Partner

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Tim Lyons Mauldin & Jenkins

Tim Lyons

Columbia, SC & Raleigh, NC Practice Leader | Partner

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Ron Marshall Mauldin & Jenkins

Ron Marshall

Tax Practice Leader | Partner

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Brandon Smith Mauldin & Jenkins

Brandon Smith

Advisory Practice Leader | Partner

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Frank Slotin Mauldin & Jenkins

Frank Slotin

Savannah, GA Practice Leader | Partner

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Peter Tiffany Mauldin & Jenkins

Peter Tiffany

Greenville, SC Practice Leader | Partner

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Brent Ullrich Mauldin & Jenkins

Brent Ullrich

Strategic Tax Services Practice Leader | Partner

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Dana Boyer Mauldin & Jenkins

Dana Boyer

Partner

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Lew Henry Mauldin & Jenkins

Lew Henry

Partner

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David Kent Mauldin & Jenkins

David Kent

Partner

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Nick Rider Mauldin & Jenkins

Nick Rider

Partner

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Ethan Allen Mauldin & Jenkins

Ethan Allen

Director

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Neal Andrews Mauldin & Jenkins

Neal Andrews

Director

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Morgan Bates Mauldin & Jenkins

Morgan Bates

Director

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Connor Brown Mauldin & Jenkins

Connor Brown

Director

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Melanie Garofalo Mauldin & Jenkins

Melanie Garofalo

Tax Director

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Hays Lacey Mauldin & Jenkins

Hays Lacey

Director

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Kelley Lau Mauldin & Jenkins

Kelley Lau

Director

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Mandy Rai Mauldin & Jenkins

Mandy Rai

Director

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Gary Robison Mauldin & Jenkins

Gary Robison

Director

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Paul Stuart Mauldin & Jenkins

Paul Stuart

Director

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