Individual Tax Preparation Services

We offer tax preparation services for individuals and families.

At Squire, Lemkin + Co., we also work closely with the individuals behind our business and not-for-profit organizations to provide tax preparation and tax compliance to ensure that their hard work helps them provide for what matters most to them. We understand the relationship between professional decisions and personal outcomes and we work to bring the right solutions to each unique client that we serve. We are dedicated to truly understanding our clients, both personally and professionally and applying our experience and insight to help them achieve their goals.

Whether you are the owner of a closely held business, the director of a not-for-profit, or a lifelong employee saving for retirement, our team can help. We provide tax return preparation, tax planning, retirement planning, estate planning and many other services to help protect and improve the financial well-being of our clients.

Our dedicated team with industry specific knowledge provides Families & Individuals services that include:

• Tax Compliance
• Tax Planning
• Estate & Trust
• Generational Planning
• Retirement Planning
• Charitable Planning