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877-432-0921

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877-432-0921

MISSION & VISION

TRUSTED AND PROVEN EXPERIENCE

We help make the lives of our clients and their families better by offering a unique blend of corporate structuring, law, and marketing over their lifetimes.


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Tax Planning

Advice for over 30 years

Tax Planning

Advice for over 30 years
Capital Preservation Services is a national consulting and financial advisory firm.
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Marketing Consulting

Communicate Your Brand Effectively

Marketing Consulting

Communicate Your Brand Effectively
Inform your customers and reinforce your brand through proactive marketing.
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Business Succession Planning

Keep business in good hands

Business Succession Planning

Keep business in good hands
The number of business owners approaching or past retirement age is staggering.
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Asset Protection Planning

Leverage your assets

Asset Protection Planning

Leverage your assets
The integration of asset protection planning into estate and income tax plans has proven quite successful.
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Estate Planning

Protect and Preserve

Estate Planning

Protect and Preserve
We offer estate planning for our clients, so that the wills, trusts, powers of attorney, and health care directives protect against, death, divorce and incapacity.

 

TESTIMONIALS

I get brought a lot of ideas. I say no to 99% of them, and after researching I find holes in them. This was a no brainer. I have told you before and I will tell you again, thank you. This really changes the landscape of things dramatically for me and my family.Utility Energy Consultant, Business Owner


We as CPA’s benefit when we can partner with tax attorneys who have the ability to assist us with corporate structure.CPA, Dallas, TX

I wish I had met these advisors 10 years ago. I always knew there was more I could be doing as a business owner. Finally, I have engaged advisors who are not recommending a 401K or purchasing something in December as a ways of reducing my taxes.OB/GYN physician
CPS, thanks again for another successful year. I appreciate all the hard work and effort you put in on my behalf. I know you have many customers but you always make me feel as though I am your only client and that is not easy to pull off. You have become a friend, advisor, and someone I really trust and count on.Business Owner, New York

Values

We are a firm that our clients and our associates are proud to call theirs. Together we will drive value to our clients.


1

We will work hard to earn and retain the trust of our clients.

2

We will continually strive to grow our knowledge of ways to enhance the efficiency of our business owners.

3

We will operate in adherence to the highest ethical standards.

4

We will remain engaged with our clients throughout their lives and future generations.
Mississippi
Phone: 877-432-0921

Utah
Phone: 801-756-2626

Colorado
Phone: 303-442-2625

New Jersey
Phone: 888-331-2821

Florida
Phone: 239-592-0067
Alabama
Phone: 256-613-4633


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Contact Info

Main address

213 Katherine Drive, Suite A Flowood, MS 39232

phone

877-432-0921

email

Info@cpsllcms.com

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