Chris Moss CPA Financial Planner

Chris Moss CPA Financial Planner is a financial and tax advisory service in Mt Pleasant, SC, specializing in estate planning, tax strategy, and legal guidance for high net worth individuals and families. The firm offers expert services in Spousal Lifetime Access Trusts (SLATs), Domestic Asset Protection Trusts (DAPTs), family LLC structures, and business purpose doctrine compliance, helping clients protect assets and navigate complex tax laws. With over two decades of experience, the firm serves clients across SC and beyond, leveraging dual credentials as a CPA and tax attorney licensed in Washington D.C. and Virginia. The business holds a 5.00 rating based on three verified reviews, reflecting strong client satisfaction.

The firm’s approach centers on proactive, personalized planning rooted in deep expertise in tax law and estate strategy. Chris Moss, the principal, combines a law degree from Georgetown University Law Center with advanced accounting credentials, enabling him to provide integrated legal and financial solutions. His practice emphasizes innovative, client-focused strategies, particularly in trust formation and asset protection, with a focus on maintaining compliance while achieving long-term financial goals. The firm operates from a professional suite at 210 Wingo Way, where it delivers confidential, tailored advice to clients seeking sophisticated tax and estate planning solutions.

Located on Wingo Way, the office sits approximately a tenth of a mile from Roper St. Francis Walk-in Care and North Highway 17, with Magrath Darby Boulevard and Johnnie Dodds Boulevard nearby. The area is also close to Heron Lake and the One Hand Sanders / Prince's Ferry memorial, placing the firm within a well-connected corridor of healthcare, transportation, and local landmarks.

With a strong reputation for legal and tax expertise, Chris Moss CPA Financial Planner is recognized for delivering precise, forward-thinking strategies in a field where precision and confidentiality are paramount. The firm stands out in the Mt Pleasant area for its specialized focus on high-net-worth estate and tax planning, combining legal authority with financial insight. Its presence on Wingo Way near key regional routes underscores its accessibility and established role in the community.

Services:

• Attorney Client Privilege
• Estate Planning
• Legal Advice
• Tax Advice