Preparation of Corporate, Partnership and Individual tax returns; Highest level of research and compliance with Internal Revenue regulations; Consultation on sales tax and other business taxes; Financial reporting – Audits, Reviews and Compilations; Employee Benefit Plan reporting and design; Management Advisory Services
Audits of Employee Retirement Plans; Preparation of Annual Return/Report of Employee Plan; Sophisticated retirement contribution allocation schemes; Consultations on providing efficient HSA, FSA and other benefit packages
Tax advantaged estate planning; IRA planning for tax minimization; Life insurance planning; Preparation of all tax returns: individual, gift, estate and trust; Ongoing tax planning for estate, trust and beneficiaries; Analysis of current and future tax situation
Tax Compliance; Tax Planning (Local, State and Federal Tax Planning); Estate & Trust (Generational Planning, Retirement Planning, Charitable Planning)
Tax Compliance; Tax Consulting; Year-End Planning; Family Tax Planning; Estate & Trust Planning; Generational Planning; Retirement Planning; Charitable Planning; Charitable Foundation Compliance
Financial Statement Audits; Reviews; Compilations; Agreed-upon; Procedures; Single Audits; Regulatory & Reporting Compliance; Employee Benefit Plan Auditing, Form 990 and 990T Preparation
Audit, Employee Benefit Plans, Financial Reporting, Succession Planning & Buy-Sell Agreements, Compensation Planning, Ownership Consulting & Entity Structuring
Audits; Financial Reporting; Internal Controls Audits; Acquisitions & Dispositions; Preparation of Projections & Forecasts
Squire, Lemkin + Company, LLP is a Rockville, MD accounting firm providing audit, tax, accounting and not-for-profit consulting services to companies across the East Coast. Our firm has expertise in not-for-profit Organizations, Entrepreneurial Businesses, Professional Service Firms, High Net Worth Individuals, Estates and Trusts, Employee Benefit Plans and Individual Tax Returns.
We serve clients from our office Rockville, MD. We serve the Maryland, Virginia and Washington, D.C. metropolitan area.