Tax Services

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Squar Milner is focused on maximizing our clients’ profits. Squar Milner’s skilled professionals provide a wide range of tax strategy, consulting and compliance services to individuals, businesses, estates and trusts to do just that.

Our tax team knows that each client is different and that proper planning requires a personal understanding of our client’s objectives, plans and opportunities. That is why we work hard to take a proactive and collaborative approach to minimize tax obligations.

Our team members devote significant time to interpreting how this information will affect our clients’ tax positions. The following is a sample of the areas that require the kind of careful, attentive tax planning we deliver:

  • Business formations
  • Due diligence
  • Mergers and acquisitions
  • Workouts
  • Liquidations and dispositions
  • International tax planning
  • Personal financial planning – including estate, retirement and post-mortem planning
  • State and local tax planning
  • Tax controversy
  • Transactional structuring and planning

Squar Milner also provides a comprehensive compliance service drawn upon our extensive experience in the preparation, review, computerization and timely filing of corporate, limited liability company, partnership, individual, estate and fiduciary returns.

Our professionals have successfully assisted and represented our clients before the Internal Revenue Service, as well as state taxing authorities.

For more information, please contact:

Craig A. Weaver
Stephen P. Milner
Bill Wolf
David W. Cortney
Gabe Torre
Jeffrey S. Davis
Joe Perez
Kenneth M. Kasianovitz
Keith Troutman
Kristi Oates
Lew Thomashow
Mara Jaffe
Richard E. Evans
Ronald R. Williamson
Shelly Paialii
Stephen Landsman