Call Grace today at 866-481-5550

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 Advisory Group

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

  • Grace Advisory Group

    TAX PLANNING

    • FREE 30-Minute Consultation
    • Personal Tax Strategies
    • Estate Tax Review
    • Corporate Tax Review
    • Tax Plan Development

  • Grace Advisory Group

    TAX PREPARATION

    • Personal
    • Trusts and Estates
    • S-Corp
    • C-Corp
    • Partnerships
    • Out-of-State Returns
    • Extensions

  • Grace Advisory Group

    IRS TAX RESOLUTION

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

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. Our extensive tax resources provide guidance.

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