An advisory firm dealing primarily with tax planning and marketing, Capital Preservation Services traces its roots to 2004, when J. Todd Mardis established its main office in Flowood, Mississippi. Under his vision, Capital Preservation Services expanded its presence to Alabama, Wisconsin, Indiana, and Florida. Today, the firm specializes in tax planning and marketing solutions for dentists, lawyers, business owners, optometrists, physicians, and other individuals who pay more than $75,000 a year in federal income taxes.

Some of Capital Preservation Services’ core tax-related offerings include assistance with privately held insurance companies, conservation and charitable easements, non-qualified deferred compensation planning, the Tax Cuts and Jobs Act, and overall tax reduction. It also helps clients to grow their businesses through personalized marketing plans.

To share the firm’s expertise with others, Mr. Mardis regularly speaks at industry conferences and events, while the company has been featured in articles published by the American Optometric Association and the Professional Eye Care Associates of America. In order to show its gratitude toward its clients, the firm hosts the annual client appreciation event Tax Savings in the Sand. The event has featured a welcome reception with wine and cheese at the Mardis family beach cottage, followed by frequent talks and breakout sessions over several days.