

Proactive tax strategy and financial leadership for owners and nonprofitsCharleston, SC


Doug Snyder is a certified public accountant who focuses on proactive tax strategy for individuals, families, business owners, and nonprofit leaders. His work centers on tax decisions made well before filing season, such as compensation, business ownership, real estate, charitable giving, retirement, succession, and estate planning. He also offers virtual CFO and business advisory services and nonprofit financial leadership covering reporting, governance, and Form 990 readiness.
Snyder works with clients through a strategy conversation that begins with a discovery call, and he coordinates with their attorneys and investment professionals rather than drafting legal documents or managing investments. Existing clients use a secure client portal for documents, and sensitive information should not be sent through the website form. He serves Charleston and the South Carolina Lowcountry, including Mount Pleasant, Johns Island, James Island, and Isle of Palms, and his office is in Charleston.


Tax preparation, bookkeeping and IRS problem resolution
Licensed CPA firm for tax, accounting and financial planning
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