Business Details
Trusted Tax & Retirement Planning Services in Delray Beach
Our firm is a business and family consulting organization built on the principle that clients are our greatest asset. We deliver objective, timely service combining legal and accounting expertise to support long-term financial success. As a managing director and CPA with legal credentials, I lead our team in providing tailored tax strategies, investment planning, and retirement solutions for business owners and professionals. Our approach prioritizes personalized service, affordability, and empowering clients to focus on their core operations while we handle complex financial matters.With decades of combined experience in tax law and investment advisory services, we maintain rigorous professional standards and ethical transparency. Our commitment to client satisfaction drives our continuous pursuit of innovative solutions that address evolving financial landscapes.
Services
Tax Planning
Retirement Strategies
Payroll Solutions
QuickBooks Support
Estate Tax Planning
Highlights and features
- We combine CPA and legal expertise for comprehensive financial solutions
- Specialized retirement planning strategies for business owners
- Proven track record resolving complex IRS tax issues
- Personalized QuickBooks consulting for business efficiency
- Free introductory meeting to assess individual financial needs
Associations and certifications
- AICPA
- Florida Bar Association
Services
Tax Planning
Our proactive tax planning services help individuals and businesses minimize liabilities through legal deductions and strategic financial positioning. We analyze current financial situations to implement customized tax-saving solutions while ensuring compliance with evolving regulations. Our CPA-led approach combines accounting precision with legal expertise to optimize tax outcomes for long-term financial health.
Retirement Strategies
We develop personalized retirement plans considering clients' unique financial situations and lifestyle goals. Our comprehensive approach evaluates investment portfolios, tax implications, and risk management to create sustainable income streams. As both CPAs and legal professionals, we address estate planning considerations and ensure regulatory compliance throughout the retirement planning process.
Payroll Solutions
Our payroll management services handle tax filings, wage calculations, and regulatory compliance for businesses of all sizes. We streamline payroll processes while maintaining accuracy in state and federal reporting requirements. Clients benefit from reduced administrative burdens and peace of mind knowing their payroll operations remain fully compliant with current labor laws.
QuickBooks Support
We provide specialized QuickBooks consulting to optimize accounting system functionality for small businesses. Our services include software setup, workflow optimization, and training to maximize financial tracking capabilities. We help businesses implement efficient bookkeeping practices and generate accurate financial reports for better decision-making.
Estate Tax Planning
Our estate tax planning services focus on minimizing transfer taxes while preserving wealth for future generations. We coordinate with legal professionals to implement strategic gifting, trust structures, and charitable giving approaches. Our CPA expertise ensures comprehensive tax-efficient solutions that align with clients' long-term legacy goals.
People
Kevin J. Mullins
Managing Director
Attorney and Certified Public Accountant with 25+ years experience in tax law and investment advisory services. Specializes in retirement planning strategies for business owners while maintaining active legal and accounting licenses.
Questions
What tax planning services do you offer for business owners?
We provide comprehensive tax planning including entity selection, deduction optimization, and strategic timing of income/expenses tailored to business owners' specific needs.
Do you help with retirement account investment strategies?
Yes, we develop customized retirement investment strategies considering risk tolerance, time horizons, and tax implications to maximize long-term growth potential.
Can you assist with QuickBooks setup for new businesses?
We offer complete QuickBooks setup services including chart of accounts configuration, workflow integration, and staff training for optimal accounting system implementation.
How do you handle IRS tax problem resolution?
Our firm negotiates with the IRS on clients' behalf, handling offers in compromise, installment agreements, and penalty abatements using our CPA and legal expertise.
What's included in your financial planning process?
Our financial planning includes cash flow analysis, risk management assessment, retirement projections, and tax-efficient investment strategies tailored to individual goals.
Reviews (4)
Ricky From The Sea Come Fish With Me
Jun 02, 2021
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Stay far far away from this Doctor. My wife had three surgeries with this guy she went from bad to terrible. He said her spine was fused for over a year and it turns it out she was not this was verified by two NYC prominent surgeons. Not to mention Mullins had conflicting diagnosis with Dr. Sharma in the same day in regards to my wife suffering from myelomalacia damage to her spinal cord because of his surgery. This Dr. should be ashamed of himself. My wife will never be the same thanks to Mullins.
Judy Kraunellis
Jan 29, 2021
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Dr. Mullins is a fantastic surgeon. Thorough, attentive, and kind. He has operated on my two times and both surgeries went incredibly well. I felt supported throughout my recovery and feel great. I highly recommend Dr. Mullins!
MaryAnn Barry
Dec 31, 2020
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Only heard good things about Dr. Mullins, but I did not experience it. After several months of my putting off surgery he recommended, i was now ready and went to see dr Mullins with my son as an extra set of ears. Wanted vf to put all my ducks in a row and schedule. Dr Mullins treated me like I was an old car, said we went over this, and suggested I go home and think about it. My son and I were shocked. I then got a call to see if I was scheduling surgery. Peggy was lovely. I told her story. Bottom line, instead of the high holy doctor calling me, Peggy said Mullins suggested I think about it
Brendan Richards
Oct 18, 2020
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Dr. Mullins is by far one of the best surgeons I have ever seen. After suffering from pain for years, Dr. Mullins was able to figure out the source of the issue almost immediately. He has great bedside manner and clearly cares about his patients wellbeing - not just in terms of their surgical care, but also making sure they understand each step of the process. Surgery went off without a hitch and I am already feeling better. I highly recommend Dr. Mullins!
