Tax Planning

While compliance is a primary focus of many of our tax services, we also provide tax planning services for individuals and businesses to help them minimize their tax liabilities. Our tax team researches and analyzes your tax situation to provide tax projections and specific tax planning advice, including family tax planning and wealth management. We work to understand both business and personal factors which affect tax planning. Squire, Lemkin + Co. is experienced in representing taxpayers before federal, state, and local tax authorities.

Our tax consulting practice provides a complete range of tax planning services including:

  • Compensation Planning for Pass-Through Entities
  • Retirement Planning
  • Business Entity Selection
  • IRS & State Tax Dispute Representation
  • Tax Projections & Year-End Planning
  • Family Tax Planning
  • Real Estate Transactions