How Jeff got here
Jeff Williams grew up in an entrepreneurial family and was exposed to accounting and bookkeeping at an early age. Accounting came naturally to him, and his work grew into a passion for helping those facing financial challenges and helping them make smart decisions, so they pay the least amount of tax legally allowable.
As a former managing partner for a national firm’s New Bern, North Carolina location, Jeff has more than 35 years of experience during which time he has developed tax solutions and created strategies for many well-known manufacturing and wholesale distribution, real estate and retail businesses throughout North Carolina and the Southeast. During his tenure, he has also provided tax planning and compliance services for a variety of individuals and privately held businesses, as well as auto parts dealers throughout the United States.
How Jeff can help you
Jeff offers a comprehensive suite of services that includes business consulting and tax planning strategies for high-net-worth individuals and privately held businesses. He stays apprised of constantly changing tax laws to ensure his clients are always in the best financial position. He loves the challenge of understanding complex regulations and finding ways to apply them to save his clients money. Jeff is also experienced in advising his clients on succession and estate planning strategies to ensure a smooth transition of wealth and business continuity for future generations.
Focus Areas:
Individual and Business Tax; High Net Worth Individuals
Industry Area:
Construction and Real Estate; Manufacturing and Distribution
