squaresTax Services

Our tax professionals are committed to understanding your business and wealth growth strategies to work with you to align, develop, and implement structures that are tax effective thereby minimizing the tax burden on your earnings and wealth and allowing you to retain more. We work with our clients to assist them in complying with complex federal, multistate and multinational filing and reporting requirements in a timely, accurate, and efficient manner.

In this connection, our Private Client Services professionals who work with high net worth individuals provide services that help you organize, monitor, and analyze your personal finances, investments, and related tax reporting. We can assist you in enhancing your wealth creation, protecting your wealth, and wealth succession and transfer through the use of proven tools and methods, the latest technologies, and, most importantly, with professionals that have deep tax and financial planning experience.

Our Tax Services include:




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