The financial planning and tax services that our firm specializes in include:


Income tax planning for individuals and businesses

We design strategies you can follow throughout the year to reduce your taxes


Strategic small business planning and consulting

We work with small business owners to coordinate personal and business tax issues and help you select an organizational structure that meets your requirements


Estates and trusts

Not only can we prepare estate and trust tax returns, but we review wills and trust documents and develop strategies that fulfill your goals while preserving  assets


Retirement planning

Do you worry about having enough money to retire? We can help you develop a plan to deliver a secure and comfortable retirement


Gifts and charitable giving

We prepare gift tax returns and advise clients on gifting to reduce tax liabilities


Other planning services tailored specifically to your financial needs


Disclaimer:  Abbott & Associates, LLC does not receive fees for recommending investment products.  Investment recommendations should be made by an investment adviser registered with the SEC and/or appropriate state agency that you choose and engage. Insurance decisions should be made with the assistance of a licensed insurance professional.

Why work with a CPA for tax and financial planning?


  • Because the person that does your financial planning must also understand the complexities of your tax situation
  • CPA’s not only prepare tax returns, but they can help you understand ways to reduce your tax liability and preserve wealth for your family


Our qualifications as CPA’s make us trusted professionals who are best prepared to meet all of your personal or business and tax planning needs. As “trusted advisors” we can work on your behalf with other professionals such as investment advisors, attorneys, and insurance specialists.

Tax Planning

Please contact Abbott and Associates, LLC at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.

​Call Today: 706-882-9226

Ready to Explore New Possibilities?