Families & Individuals

SL+Co provides tax preparation services for families & individuals

At Squire, Lemkin + Co., providing tax compliance and assurance services for businesses and not-for-profit / nonprofit organizations is only half of the picture. That’s why we also work closely with the individuals behind those organizations 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 Return Preparation
• Tax Planning
• Estate & Trust
• Generational Planning
• Retirement Planning
• Charitable Planning

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