Based in Flowood, Mississippi, Capital Preservation Services is a provider of advanced tax planning solutions for clients who pay more than $75,000 annually in federal taxes. In particular, Capital Preservation Services (CPS) caters to the needs of business owners, physicians, dentists, lawyers, and optometrists throughout the United States. Services include marketing and tax-planning solutions, such as those related to estate planning and asset protection planning.
At the main office, CPS maintains a team of five professionals led by president J. Todd Mardis, who has worked in the financial services industry for more than two decades. The company also has locations in Alabama, Indiana, Wisconsin, and Florida, employing advisors, marketing consultants, and outside legal counsel.
To better serve its clients, CPS maintains memberships in diverse industry organizations and regularly participates in industry events. Mr. Mardis, on behalf of the company, has delivered presentations on tax planning for industry organizations such as the Georgia Dental Association, the Louisiana Optometric Association, the Kentucky Optometric Association, and the Florida Optometric Association.
At the main office, CPS maintains a team of five professionals led by president J. Todd Mardis, who has worked in the financial services industry for more than two decades. The company also has locations in Alabama, Indiana, Wisconsin, and Florida, employing advisors, marketing consultants, and outside legal counsel.
To better serve its clients, CPS maintains memberships in diverse industry organizations and regularly participates in industry events. Mr. Mardis, on behalf of the company, has delivered presentations on tax planning for industry organizations such as the Georgia Dental Association, the Louisiana Optometric Association, the Kentucky Optometric Association, and the Florida Optometric Association.