Draffin & Tucker

Number of partners: 3

Languages: English

Firm Overview:

For over 75 years, Draffin Tucker has provided an extensive range of professional accounting services to businesses of all sizes, individuals, government entities, non-profit organisations, and healthcare providers. With a focus on local expertise and a regional reach, the firm offers much more than tax preparation and accounting. Clients regard Draffin Tucker as a trusted partner, advisor, and financial strategist. The firm is committed to delivering accurate, timely data, enabling clients to make informed decisions, all while cultivating strong relationships through personalised service and expert counsel.

Draffin Tucker’s merger with Baldwin & Associates, LLC, located in Charleston, South Carolina, further strengthens its presence across Georgia, Alabama, Florida, the Carolinas, and beyond, offering personalised financial advice to high net worth individuals and businesses. Led by a group of seasoned partners, including Robert M. Baldwin, who managed a family office for over 15 years prior to founding Baldwin & Associates, the Charleston location brings extensive experience in working with families and family-owned businesses.

The team at Draffin Tucker is dedicated to providing tailored, client-focused services, adhering to the same high standards and meticulous attention to detail that have long characterised the firm’s approach. This commitment has earned it lasting respect as the firm continues to offer expert financial guidance, ensuring that both long-standing and new clients receive the proficient and timely advice they have come to expect.

Whether a current or prospective client, individuals and businesses can trust that Draffin Tucker will deliver the reliable and insightful guidance needed for sound financial decision-making.

Main Areas of Practice:

Tax Management Services:

The firm collaboratively guides its clients through a full range of tax planning, preparation and compliance decisions with strategies that minimise your tax liabilities, maximise your cash flow and navigate the course toward your financial goals. The firm’s expertise, experience, analysis and thorough research allows it to optimise financial opportunities found in existing as well as proposed law changes. The team is vigilant about staying current with tax laws to keep you and your business in sync with current and future tax environments. The firm’s tax management work runs the gamut of income, partnership, corporation, exempt, property, sales, gifts, estate, fiduciary and business license taxation.

Accounting Services:

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalise on new opportunities. Draffin Tucker will help steer you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and profit-sharing plans.

Audits, Reviews, & Compilations:

Draffin Tucker’ financial statement attestation and assurance services comprise all three levels (audit, review or compilation) of assurance depending on your needs.

Estate & Trust Planning with Tax Compliance:

The firm’s goal is to help clients navigate the complex and shifting tax laws to facilitate the transfer of assets and minimise the tax liability of beneficiaries. As a result of its family focus, the firm has extensive experience with fiduciary income taxation, private foundations, and tax-exempt organisations.

International Taxation:

The firm has worked with clients in the United Kingdom, Germany, Austria, France, Australia, Hong Kong, Bermuda and the Bahamas. Its work has included those United States Citizens abroad who entered into the Streamlined process for compliance with United States tax laws. The firm works with a number of International tax attorneys. One of the firm’s staff is a certified acceptance agent able to assist with getting United States tax identification numbers when required due to ownership of US based assets. The firm has worked to help many clients receive tax withholding certificates under the Foreign Investment in Real Property Tax Act (FIRPTA).

Representation Before Taxing Authorities:

Professional representation can be vital during an audit. The firm’s experience with tax authorities enables it to guide clients in their dealings with federal and state agencies.

Key Clients: Numerous Families with substantial real property holdings.

Contact: Robert M. Baldwin CPA/PFS, AEP, CGMA

Tel: 843-722-0785

Email: [email protected]