Squar/Milner - Tax Services

Tax Services

Squar Milner is focused on maximizing our clients’ profits. Squar Milner’s skilled professionals provide a wide range of tax strategy, consulting and compliance services to individuals, businesses, estate and trusts to do just that.

Our tax team knows that each client is different and that proper planning requires a personal understanding of our client’s objectives, plans and opportunities. That is why we work hard to take a proactive and collaborative approach to minimize tax obligations.

Our team members devote significant time to interpreting how this information will affect our clients’ tax positions. The following is a sample of the areas that require the kind of careful, attentive tax planning we deliver:

• Business formations
• Mergers and acquisitions
• Workouts
• Liquidations and dispositions
• Property and sales tax
• International tax planning
• Personal financial planning - including estate and retirement planning
• Tax controversy
• Transactional structuring and planning

Squar Milner also provides a comprehensive compliance service drawn upon our extensive experience in the preparation, review, computerization and timely filing of corporate, limited liability company, partnership, individual, estate and fiduciary returns.

We are skilled in the preparation of returns for all fifty states, foreign resident and nonresident returns, payroll, property and sales tax returns. Our professionals have successfully assisted and represented our clients before the Internal Revenue Service, as well as state taxing authorities.

For more information, please contact:
Newport Beach
Ronald R. Williamson
Stephen P. Milner
Manny Trelles
Kristi Oates
Scott C. Burack
Craig A. Weaver

San Diego
Keith Troutman
Kenneth M. Kasianovitz
Richard E. Evans
David W. Cortney

Los Angeles
Lew Thomashow
Shelly Paialii