Tax Planning

Tax Planning

At Drummond Wehle LLP, our team includes attorneys who are or who have been licensed CPAs. As such, we are intimately familiar with how tax issues can eat into estates and how important it is to structure estate planning vehicles to limit exposure to tax complications.

Tax planning is often about anticipating the future, and judgement calls often have to be made. We have been tested in real-world situations throughout our many years of practice, and have the experience necessary to confidently make decisions in the best interest of our individual and business clients in the Greater Tampa area. 

Personal Service For Your Tax Planning Needs

Thorough tax planning is a critical part of any wealth preservation plan. One of the reasons we have been able to achieve success in this area is that we take the time necessary to truly understand the unique needs and goals of our clients. We will find out what is most important to you, and tailor a plan to achieve the desired results.

Planning services we offer include:

  • Income tax planning for individuals
  • Income tax planning for businesses
  • Estate tax planning
  • State and local tax planning (income/franchise tax, properaty tax, sales tax and use tax)

Schedule A Consultation With A Lawyer To Discuss Your Tax Planning Goals

We can be a strategic partner as you strive to reach your goals and preserve your wealth. Call 813-983-8000 or submit our online contact form to schedule a consultation.

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