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Tax Planning Law Firm Palm Beach and Stuart

There are few guarantees in life. But as long as you are alive, you have to pay taxes in one form or the other. As a resident of Palm Beach, Florida, you need not worry and lose sleep over managing your tax obligations. Doane & Doane, with its experienced tax planning lawyers, can assist you and your company in managing and handling your tax obligations with astute planning. Our proactive approach towards keeping in sync with the changing tax laws and complicated tax issues makes us your best option.inco

Tax planning Lawyer Palm Beach

Tax planning Lawyer Palm Beach County

Our managing partners combine certified public accountancy experience with cutting edge tax planning techniques to help businesses and individuals with all aspects of tax planning.

Doane & Doane, P.A. provides tax planning services to a substantial client base of businesses and individuals. Whether your business is a sole proprietorship, small business, limited liability company, or large corporation, you need to understand how to plan for all kinds of tax situations.

Tax Planning Law Firm

It is extremely important to consult a financial planning lawyer or an income tax planning lawyer prior to finalizing an estate plan, an acquisition, or even a merger. To be on the safe side, having guidance and direction of an accomplished financial planning attorney will help you avoid nasty tax surprises at a later date. Our lawyers can help you keep your taxes as low as possible and thereby saving every hard-earned penny for you, your family, and also your business. At the same time, the tax planning attorney can also guarantee that your financial transactions do not break either the tax laws or the data reporting laws.

As Your Tax Advisor…

  • We strive to reduce your tax burden with strategic recommendations.
  • We help you to manage both state and federal tax obligations.
  • We are always there for you.
  • We assist you in making financial choices that can have a bearing on your taxes.

Our Knowledge Base

The tax planning lawyers at Doane & Doane have a vast experience in all things related to tax. You name it, and we have successfully dealt with it.

  • Tax returns.
  • Tax credits.
  • Tax deductions.
  • Capital gains taxes.
  • Palm Beach Florida sales tax.
  • Charitable contributions.
  • Starting a business.
  • Buying a business.
  • Terminating a business.
  • Selling a business.

Income Tax & Financial Planning lawyer Palm Beach

The experienced attorneys at Doane & Doane, P.A. provide businesses, families, and individuals with a variety of tax planning services, including :

Our Tax Planning Services

The personal and business tax services offered by us include – 

  • Tactical tax planning for small industries
  • Tax planning systems for individuals
  • Multi-state tax planning
  • Alternative minimum tax planning
  • Estate, retirement and succession tax planning
  • Business succession tax planning
  • State and local taxes
  • Tax planning for non-profit making organizations
  • A professional witness on tax issues

We are not one of those who contact you only when its time to pay the taxes. At Doane & Doane, our firm belief is that tax planning is an ongoing process and not a one-time activity. We are consistently in touch with you throughout the year to handle your tax burden so that when the tax time comes, you can see the fruits of our hard work.

Tax Planning For Wills, Trusts And Estate Plans

Ensuring the financial well-being of your family when you are no more is the most important part of future planning. Creating an estate plan will also give you the freedom to donate to a charity or a foundation and seek other objectives after you are gone.

 Tax minimization is an often-disregarded part of estate planning. Finding a way to curtail the taxes paid by the beneficiaries and estate implies that your cherished family will have a chance to hold more assets. 

Subsequent to evaluating your current finances and goals, the estate tax planning lawyers at Doane & Doane can build a list of lawful techniques. These strategic applications will limit the measure of your estate, which is lost to estate taxes when the transference of assets takes place to your planned beneficiaries. Through trust and charitable donations, you may be able to lessen your estate tax obligation. Be that as it may, there exists a fine line between lawful tax reduction and illegal tax fraud. Working with a tax attorney and a tax return preparation lawyer can help you balance this fine line.

Why Tax Planning Experts From Doane & Doane

Our lawyers can help you weather the various stages in your life, from marriage and parenthood to purchasing real estate and even filing bankruptcy. Whatever you’re facing, we’ve got you covered. We are committed to helping you to the best of our ability.

Contact the tax law offices of Doane & Doane to learn how our tax professionals can meet your taxation requirements and plan a better future for you.

Still not convinced?

See what our clients have to say about us.

Rebecca Doane has been an exceptional adviser and counselor to my family over the past ? years, (since she founded Doane and Doane, don’t remember the year) Her ability to listen closely and patiently and to articulate my options, has always allowed me to leave an appointment with a clear understanding of what will take place and how it will be executed.Her care and concern for her clients is exceptional and I know, if necessary, she will be a tough advocate on my behalf I recommend her unequivocally.
EJ C.
Rebecca Doane is “unique” – an Angel sent from heaven – and easy to do business with. My first meeting with you, you made me feel welcome, at ease, encouraged, trusting and hope for dreams come true. I keep on recommending you to everyone in need and hope for the best. I never had better services than yours, therefore I will continue to enjoy meeting with you.
Victoria E.
I have been fortunate in my later years to meet Rebecca Doane, a lawyer with all the requirements I need in this part of my life. She is a great estate lawyer, very up to date in all the estate procedures. I have a family of five children, eleven grandchildren. She takes care of all of them for me, and she is always nice to be around. The staff she has in her office is really super.
Edward S.
We needed to have our estate, durable power of attorney, healthcare surrogate, and living will documents recreated as we have moved to Florida from another state. We consulted with Rebecca at the recommendation of our financial consultant and then hired her firm to do the documents. All was handled very well by Rebecca and her staff who we believe have integrity and are actually kind people. We very much appreciate Rebecca’s provision of additional detail in our living wills to ensure that our wishes would be understood and followed.
Anonymous
Rebecca Doane has been my wills, estate trust attorney for 20 years. I have used her for work including out of state and international situations. I am grateful for her experience and proactive insight which have been critical in avoiding problems. The office is convenient and professional. Rebecca is an attorney who cares about her clients. She does an exceptional job of providing personalized legal representation.
Betsy S.
Rebecca Doane has been my wills, trust and estate attorney for 20 years. I have used her for work including out of state and international situations. I am grateful for her experience and proactive insight which have been critical to avoiding problems. The office is convenient and professional. Rebecca is an attorney who cares about her clients. She is easily accessible by phone and text and does an exceptional job of providing the best personalized legal representation.
Anonymous
Rebecca Doane has been our attorney for many years and she has been outstanding in helping us with our trust. Not only is she professional in her manner and recommendations she also has a warmth and understanding when assisting us that makes a difficult task not as difficult to complete. Rebecca gave us areas of thought to our estate planning that we would have never thought of on our own. She has become a dear friend and trusted associate. I would certainly recommend her to others and I have several times.
Judi R.
I highly recommend Doane and Doane to anyone needing tax or estate planning services. I have used them for everything from a simple Will to more complicated Trusts and they always provide remarkable guidance and advice. Randall and Rebecca have an in-depth knowledge of both accounting and tax laws and they took the time to make complicated estate planning understandable. Their caring staff made sure that every detail was handled thoroughly and completely and they are always there for me when I have questions or concerns. With more than 37 years in the business and the wealth of knowledge that comes with it, I trust them for all my family’s tax and estate planning needs. Doane and Doane is simply the best!
Kimberly F.
After procrastinating for many years about getting my estate plan in order, I finally decided to get down to business. I was referred to Randy Doane of Doane & Doane, PA by a friend. I was glad to note they possessed all my base-line requirements: Board Certified in Wills, Trust and Estates, taxation experience, excellent reputation, firmly planted in the area, boutique atmosphere, convenient location and initial consultations were complimentary. I arrived with the pre-conceived notion that my particular situation was somewhat convoluted. I was sure estate planning would pose a tremendous challenge. At my initial consultation, I had a chance to present my situation and verbalize my anxieties. Within that first meeting, Doane & Doane presented me with recommendations, options and fees. Because of their knowledge and expertise, my presumed difficulties were readily resolved. I was able to finalize my estate plan within a couple of weeks. It turned out to be a pleasant and informative experience. I have been back to Doane & Doane, PA a few times over the years to integrate into my plan some life changes that have occurred. Always .. . I am met with great care and concern for my overall situation and ultimate satisfaction. Always . . . I leave with the precious gift they promise at the first meeting: Peace of Mind! When I cross their threshold, I am often a glass-half-empty sort of fellow because that’s just who I am. When I leave the offices of Doane & Doane, PA, I am definitely transitioned into a glass-half-full sort of guy because I know the legacy I worked so hard to accumulate all my life will follow the path I desire. Thanks, Doane & Doane, PA. Peace of Mind is a beautiful thing!
David S.
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Victoria E.
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