About Us

Our Goal

To generate as much tax savings for our clients as possible

We specialize in full service individual, business entity, fiduciary, gift, and estate tax compliance and consulting for high net worth individuals.  Our mission is to utilize every applicable portion of the tax code in our clients’ favor to ensure that they only pay tax owed under the law, and not one penny more.  Every day we enter the tax arena armed with technical superiority and ready for battle, chanting our mantra, “It’s your money, so keep more of it!”

Our clients are at the center of our business model, which is structured to allow us to be entrepreneurial and proactive in our approach, and enables our tax professionals to work directly with you on a much more intimate level than branded tax shops.  As a Jeppson Tax client, the tax preparers you get to know in your first meeting are the same professionals who will be working with you throughout our tax advisory process.

Jeppson Tax delivers a full range of value-added and cost effective services to our clients. We take the time to understand the intricacies of each individual and business so that we can tailor our services to that client’s unique needs.  Additionally, when the situation calls for it and with our clients’ consent, we can access a strong network of financial services and legal professionals that have provided us and our clients with insight and guidance for decades.  Please contact one of our office locations to learn more about the services we provide.

 

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