At Doane & Doane, P.A., our managing partners combine their expertise in certified public accountancy and advanced tax planning strategies to support individuals and businesses in all facets of tax strategy.

We provide comprehensive tax planning services to a diverse clientele, including sole proprietors, small businesses, LLCs, and large corporations. Regardless of your business structure, effectively navigating various tax scenarios is vital for your success.

Tax Planning Law Firm in West Palm Beach

Before making significant decisions—such as creating an estate plan, pursuing an acquisition, or entering a merger—consulting with an experienced tax planning attorney is crucial. Proper guidance helps you avoid unexpected tax issues later. At Doane & Doane, we aim to minimize your tax liability, enabling you to retain more of your hard-earned income for yourself, your family, and your business. We also ensure that your financial transactions comply with all applicable tax and reporting laws.

As Your Tax Advisor…

• We implement strategic planning to help reduce your tax obligations.
• We manage both state and federal tax responsibilities.
• We are always available for guidance.
• We provide advice on financial decisions that may impact your tax situation.

Our Areas of Expertise

The tax attorneys at Doane & Doane possess extensive experience in various tax matters, including:

• Tax return preparation
• Tax credits and deductions
• Capital gains tax
• Palm Beach sales tax
• Charitable contributions
• Business transactions, including starting, buying, and selling businesses

Income Tax & Financial Planning Attorneys in West Palm Beach

Our knowledgeable attorneys offer a broad range 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 suite of tax planning services, including:

• Strategic tax planning for small businesses
• Personal tax planning
• Multi-state tax planning
• Strategies for the alternative minimum tax
• 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 tax planning is a year-round endeavor, not just a seasonal task. We maintain close contact with our clients throughout the year, ensuring that when tax time arrives, the benefits of our planning are clear.

Tax Planning for Wills, Trusts, and Estate Plans

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

Tax reduction is often an overlooked aspect of estate planning, yet it is vital for preserving wealth for your heirs. After assessing your finances and goals, our estate tax planning attorneys will implement strategies to minimize estate tax exposure and protect your assets, including the use of trusts and charitable contributions. We strive to ensure that your tax-saving strategies are both effective and compliant with the law.

Why Choose Doane & Doane’s Tax Planning Lawyers?

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

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