Steven D. Rawlins Sr., Cpa Email & Phone Number

I am a consultant and accountant with more than 30 years’ experience helping closely-held businesses succeed and become more profitable. As the managing partner of Masters, Smith & Wisby, P.A., a Jacksonville-based accounting and business consulting firm, I serve clients in a variety of industries throughout the Southeast. While most people think accounting and financial management are all about numbers, I believe our business is really about people – the clients we serve and those who depend upon and interact with them financially. By providing cutting-edge business and tax advice, my partners and I know that we’re growing wealth, creating employment, providing financial security and contributing to the well-being of people we’ll never even meet. That’s a great job, and we give it every ounce of our expertise and dedication. My practice includes service to non-profit organizations, a large number of automobile dealerships; transportation, distribution and wholesale companies with domestic and international operations; service businesses and family firms. I also provide valuable IC-DISC tax solutions for clients with significant export activity. I truly value the opportunity to help people, and I'm proud of the strong, long-term relationships I have formed with many of my clients.**AREAS OF PRACTICE**• Management Strategies for Businesses at Every Stage• Industry Benchmarking - Profit Planning !• Strategic Planning• Ownership Succession• Controllership• Planning for/Executing the Purchase or Sale of a Business• Federal & Multi-State Taxation• Unique Tax Strategies• Design & Implementation of Internal Controls & Reporting Systems• IRS & State Authority Representation• Fiduciary Services for Estates &Trusts• Gift & Estate Tax Planning**IMPORTANT DISCLOSURES**• Securities offered through Avantax Investment Services℠, • Member FINRA, SIPC (finra.org, sipc.org)• Investment advisory services offered through Avantax Advisory Services℠.• Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantax.com/social_policy/ for more information.

Listed skills include Accounting, Tax, Strategic Planning, Auditing, and 36 others.