Tax Management Group

Our full service tax preparation and book keeping department has been servicing the low country for over 30 years. We provide a broad range of accounting services for individuals and small businesses ranging from tax preparation to part time CFO services.

Our accountants have a unique background as they are both Certified Public Accountants and Registered Investment Advisors.  Thus providing our clients with an accounting team that is well versed in investments and the tax related issues that come along with the different investments our clients have added to their portfolio.

By working closely with our Private Wealth Group, your investments, income, real estate and retirement plans will be managed in conjunction with your personalized tax strategies. Our tax planning process aims to ensure you pay the minimal taxes required to help retain and increase your personal wealth.

 

For an appointment please call:

Robert Star 843.815.6636 or email rob@svgfinancial.com