At Doane & Doane, P.A., our managing partners bring together expertise in certified public accountancy and advanced tax planning techniques to assist individuals and businesses with all aspects of tax strategy.

We offer comprehensive tax planning services to a wide range of clients, including sole proprietors, small businesses, LLCs, and large corporations. Regardless of your business structure, understanding how to navigate various tax situations is essential for success.

Tax Planning Law Firm in West Palm Beach

Before making important decisions such as creating an estate plan, pursuing an acquisition, or entering a merger, it is critical to consult with an experienced tax planning attorney. Proper guidance helps you avoid unexpected tax complications down the road. At Doane & Doane, our goal is to minimize your tax burden, allowing you to keep more of your hard-earned money for yourself, your family, and your business. We also ensure your financial transactions comply with all relevant tax and reporting laws.

As Your Tax Advisor…

• We help reduce your tax obligations with strategic planning.
• We assist in managing both state and federal tax responsibilities.
• We are always available to offer guidance.
• We advise on financial decisions that may impact your tax situation.

Our Areas of Expertise

The tax attorneys at Doane & Doane have extensive experience in a variety of tax matters, including:

• Tax return preparation
• Tax credits and deductions
• Capital gains tax
• Palm Beach sales tax
• Charitable contributions
• Starting, buying, and selling businesses

Income Tax & Financial Planning Attorneys in West Palm Beach

Our skilled attorneys offer a wide array of tax planning services for businesses, families, and individuals, such as:

• Income tax planning
• Estate tax planning
• Tax return preparation
• Resolving IRS disputes

Our Tax Planning Services

We provide a full spectrum of tax planning services, including:

• Strategic tax planning for small businesses
• Personal tax planning
• Multi-state tax planning
• Alternative minimum tax strategies
• Estate, retirement, and succession planning
• Business succession planning
• Guidance on state and local taxes
• Tax planning for non-profits
• Expert testimony in tax-related cases

At Doane & Doane, we believe that tax planning is a year-round process, not just something that happens during tax season. We remain in close contact with our clients throughout the year, so when tax time arrives, the results of our planning are evident.

Tax Planning for Wills, Trusts, and Estate Plans

Planning for your family's financial future is one of the most important aspects of long-term planning. An estate plan allows you to ensure your assets are distributed according to your wishes while minimizing tax liabilities.

Tax reduction is often an overlooked element of estate planning, yet it plays a crucial role in preserving wealth for your heirs. After evaluating your finances and goals, our estate tax planning attorneys will implement strategies to reduce estate tax exposure and safeguard your assets, including through trusts and charitable contributions. We work to ensure your tax-saving efforts are both effective and legally compliant.

Why Choose Doane & Doane’s Tax Planning Lawyers?

Our attorneys are here to support you through every stage of life, whether you’re facing marriage, parenthood, real estate transactions, or bankruptcy. We are dedicated to providing you with the best possible advice and service.

Contact Doane & Doane tax law offices today to discover how our tax attorneys can assist with your tax planning needs and help secure a more prosperous financial future.