For over 20 years, we have been providing both tax preparation and tax reduction strategies to over 4,000 clients.
Grace Tax Advisory Group offers complete tax planning services for high net-worth individuals and families.
Dedicated to providing customized tax planning, accurate tax preparation, and competent IRS Tax Resolution; Grace Tax Advisory Group’s primary focus is reducing or even eliminating your tax burden.
Grace Tax Advisory Group is able to provide the following tax services:
Tax Preparation and Analysis
Tax Reduction Strategies that can reduce or eliminate your Social Security benefit taxes
Tax Strategies that can increase the inheritance you leave to your heirs
We help our clients keep more of their income and pay lower taxes.
For over 20 years, we have been providing both tax preparation and tax reduction strategies to more than 4,000 clients. We are proud to offer tax, income and retirement planning at all of our locations throughout Southwest Florida.
Cheryl L. Charbonneau, CPA, CFP®, CGMA, is the head of our tax division. In addition to being a Certified Public Accountant, Cheryl earned the Certified Financial Planner® designation and is a Certified Global Management Accountant.
Or call us at 866-481-5550
The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. Our extensive tax resources provide guidance.
- FREE 30-Minute Consultation
- Personal Tax Strategies
- Estate Tax Review
- Corporate Tax Review
- Tax Plan Development
- Trusts and Estates
- Out-of-State Returns
IRS TAX RESOLUTION
- IRS/Tax Specialists
- Reduced Settlements
- Penalty Elimination
- Levy Removal
- Resolve Payroll Tax Liabilities
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve