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CONTACT GRACE TODAY! 866-481-5550
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Tax Preparation
and Analysis

Grace Advisory Group

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, estates and corporations.

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 tax on your Social Security benefits
  • 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

Tax Resources

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. Click to read our Tax Guide.

Tax Planning

  • FREE 30-Minute Consultation
  • Personal Tax Strategies
  • Estate Tax Review
  • Corporate Tax Review
  • Tax Plan Development
  • Personal
  • Trusts and Estates
  • S-Corp
  • C-Corp
  • Partnerships
  • Out-of-State Returns
  • Extensions

Tax Preparation

IRS TAX RESOLUTION

  • IRS/Tax Specialists
  • Reduced Settlements
  • Penalty Elimination
  • Levy Removal
  • Resolve Payroll Tax Liabilities

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Annuity Checklist

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Phone

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice