Comprehensive Tax & Accounting Strategies
Designed For You
For help with your tax and accounting needs:
We know that taxes will impact our savings and net earnings results. We use strategies to save or defer taxes that will help achieve your financial goals more efficiently. We do not believe in letting taxes become the primary driver for any investment decision, but having first-hand understanding of tax consequences proves to be very valuable. While we do not implement a strategy just to save taxes, we always want to incorporate and use the tax code to improve the quality of your outcome.
We offer tax preparation, consulting and accounting services for Individuals and Businesses. This is a service that is performed separately from investing and risk management, but complements the planning process and brings additional value in how we best serve you.
Taxes are not just an April 15th issue. Our proactive and on-going guidance offers opportunities throughout the year to improve your financial well-being.
About Jonathan
Jonathan Prestridge, CFP® is an Investment Advisor and Certified Financial Planner® practitioner. As a fiduciary, Jonathan will always act in the utmost good faith, in a manner he reasonably believes to be in his client’s best interest. He began his career serving clients’ financial and tax planning needs, and more than 16 years later he continues to achieve solutions on behalf of his clients through his understanding of the tax code and implementing financial strategies to improve outcomes in favor of his clients.
In 2013, Jonathan earned the Certified Financial Planner™ designation which is recognized as the standard of excellence for competent and ethical personal financial planning. He is a graduate of Louisiana State University and earned his Bachelor of Science degree in Finance. His professional licenses include general securities, uniform investment adviser, and he is insurance licensed in several states.
We are here to help
Feel free to contact us once you are ready to begin your planning journey, or if you have questions you want to clarify ahead of our initial visit. You may use Schedule an Appointment tab or the Contact form.
We look forward to meeting you soon.
If you don’t have a plan for yourself, you’ll be part of someone else’s.
5035 Bluebonnet Blvd, Ste A, Baton Rouge, Louisiana, 70809
(225) 412-6412 office (225) 521-5512 fax
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