Paying taxes may be unavoidable, but overpaying is not. Whether you're growing a business, building personal wealth, or organizing your estate, having a smart tax strategy in place is essential. That’s where a qualified tax planning attorney comes in.
At Doane & Doane, P.A., located in West Palm Beach, Florida, we provide individuals, families, and business owners with customized tax planning services designed to reduce liabilities and protect assets. Our attorneys offer legal insight backed by accounting experience—so every decision you make is both financially sound and legally compliant.
What Does a Tax Planning Attorney Do?
A tax planning attorney helps clients create strategies that minimize tax burdens while staying within the bounds of federal and state tax laws. Their role goes far beyond preparing returns or filing paperwork. It’s about developing a proactive, long-term tax plan that works in your favor as your finances grow and change.
With the right attorney on your team, you can make confident decisions around investments, estate transfers, business structuring, charitable giving, and more—without the risk of unexpected tax consequences.
Why Choose Doane & Doane?
What sets Doane & Doane apart is our comprehensive approach. Our attorneys aren’t just legal experts—we also have backgrounds in accounting, giving us a unique ability to manage both the technical and strategic sides of tax planning.
We view tax planning as a continuous process—not a once-a-year event. That’s why we work closely with clients throughout the year, adjusting strategies as new tax laws roll out or financial situations change. With our team at your side, you’ll be prepared for any financial decision that comes your way.
Our West Palm Beach Tax Planning Services
At Doane & Doane, we offer a full spectrum of tax planning services tailored to your specific needs—whether you're managing personal finances, running a business, or planning for future generations.
Our tax-focused services include:
Personal Tax Planning: Maximize deductions, credits, and other savings opportunities to reduce your taxable income.
Business Tax Strategies: Select the right business structure and plan for sustainable growth with tax efficiency in mind.
Estate & Gift Tax Planning: Preserve family wealth and minimize estate taxes through smart planning and asset distribution.
IRS Representation: Receive skilled legal support in audits, appeals, or tax-related disputes.
Multi-State Tax Planning: Address tax challenges when operating across state lines or owning out-of-state property.
Succession & Retirement Planning: Prepare for retirement or transfer of business ownership in a way that protects your finances.
Nonprofit Tax Compliance: Ensure your charitable organization remains in good standing with tax authorities.
Return Review & Optimization: Have your returns reviewed by professionals to ensure accuracy and maximize benefits.
Strategic Tax Planning for Every Life Stage
Your financial situation evolves—and your tax strategy should evolve with it. A skilled tax planning attorney helps you navigate transitions like marriage, parenthood, new investments, or launching a business with a focus on keeping your taxes manageable.
We offer guidance through:
Real estate transactions
Capital gains tax management
Charitable donations and giving strategies
Retirement contribution planning
Investment income planning
Our goal is simple: help you retain more of your income and protect what matters most to you.
Tax Guidance for West Palm Beach Businesses
Businesses face a wide range of tax-related challenges, from payroll and income tax to state-specific regulations. At Doane & Doane, we help business owners stay compliant while structuring their operations to reduce tax liability.
A tax planning attorney from our firm can assist you with:
Choosing the right entity type (LLC, S-corp, etc.)
Planning for expansion, mergers, or acquisitions
Reducing taxes through operational planning
Managing employee benefits in a tax-conscious way
Developing succession or exit strategies
Whether you're just getting started or are running an established company, we build solutions that align with your business goals.
Estate Planning with Tax Efficiency in Mind
One of the most overlooked aspects of estate planning is the impact of taxes on your legacy. Without proper planning, a significant portion of your assets could be lost to federal or state taxes. Our estate planning attorneys focus on structuring your estate in a way that minimizes taxes and ensures your wishes are honored.
We assist with:
Trust creation and management
Lifetime gifting strategies
Charitable contributions
Tax-efficient asset transfers
Planning for high-net-worth estates
Our firm helps you preserve your legacy and provide your loved ones with the maximum financial benefit.
Proactive, Year-Round Tax Planning
Tax planning isn’t something you should only think about in the spring. At Doane & Doane, we stay in touch with our clients year-round, offering support whenever your financial life changes—so your tax strategy can change with it.
With a proactive tax planning attorney, you're not reacting to tax problems—you’re preventing them. This long-term approach leads to better financial outcomes and fewer surprises when it's time to file.
Legal Compliance with Strategic Savings
Tax law is complicated—and even honest mistakes can result in audits or penalties. That’s why working with a professional is essential. Our attorneys help you stay fully compliant while taking advantage of every tax-saving opportunity available to you.
Our strategies are:
Thoroughly researched
Personalized for your goals
Legally sound and ethically managed
Designed for long-term impact
We make sure you’re protected today, and well-prepared for tomorrow.
Who Can Benefit from a Tax Planning Attorney?
Whether you’re just beginning your financial journey or managing a complex portfolio, the benefits of professional tax planning are clear. You may want to consult a tax planning attorney if:
You’re starting or selling a business
You’re preparing for retirement
You’re inheriting or gifting large sums
You’re navigating a divorce or separation
You’re planning an estate or trust
You own property in multiple states
You’ve received a notice from the IRS
We work with clients from all walks of life, helping them make smart, confident choices that protect their finances and their future.
Partner with a West Palm Beach Tax Planning Attorney
At Doane & Doane, we’re committed to helping clients across West Palm Beach take control of their tax situation with strategic planning and expert legal insight. Whether you’re managing personal wealth, expanding a business, or preparing your estate, our team is here to help you move forward with confidence.
Working with an experienced tax planning attorney gives you the clarity, protection, and peace of mind you deserve—no matter where you are in your financial journey.
