Family Office Support

Our firm goes out of its way to anticipate the needs of our clients, many of whom own and operate large businesses, but lack the support of a family office.  At Beckett Tackett & Bagwell, we offer the extensive tax, business, and estate planning expertise needed to advise family companies of any size.  Carolyn Beckett is a certified public accountant, and she brings that knowledge to the fore by supervising the maintenance of books and records for small to mid-size companies.  And our strategic alliance with Ross Tax Advisors allows us to provide high-level and comprehensive tax, legal, and accounting services at a reasonable cost to the client.