Capital Preservation Services LLC

Company profile

Capital Preservation Services LLC company profile

Capital Preservation Services (CPS), LLC, based in Flowood, Mississippi, has grown over the past 17 years to open branch offices throughout the state, as well as in Florida, Alabama, Indiana, and Wisconsin. The firm, led by president Todd Mardis, works with a two-pronged approach: to create legally sound tax savings strategies for its clients while helping them plan business marketing efforts that can leverage these cost savings to reinvest in long-term growth and consolidation. The Capital Preservation Services team also offers clients expertise in the related areas of estate planning, wealth management, non-qualified deferred compensation planning, and more. As a client of Capital Preservation Services, high-earning middle-class professionals (doctors, dentists, lawyers, and business owners, for example) can take advantage of the tax strategies that typically save extraordinarily wealthy individuals and international corporations millions—if not billions—of dollars a year. The typical working professional or entrepreneur lacks the time and expertise to pore over the granular details of the United States Tax Code to identify every requirement that must be followed and every potential avenue for legal tax savings. Fortunately, CPS team members are familiar with the specific business and financial circumstances facing each client, enhancing the firm’s capacity to deliver highly customized solutions by zeroing in on the most beneficial code provisions. Capital Preservation Services, building from a confidential questionnaire that begins the consultation process, becomes a client’s lead problem-solver in this regard. The firm’s professionals can pinpoint optimal ways to save their clients substantially in taxes, as well as in penalties assessed on earnings and assets, while remaining fully compliant. And as part of its client appreciation efforts, Capital Preservation Services hosts an annual Tax Savings in the Sand conference, offering a range of informative presentations by experienced professionals. Members of the CPS team additionally sharpen their industry knowledge by attending professional conferences hosted by trade organizations for medical, dental, and optometry professionals.