Tax Services

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Manage your tax liability


Tax planning is a year-round commitment to our clients. With Weinstein Spira, you will stay ahead of changes that can impact you or your business by teaming with professionals who translate tax law into action. Our solutions cover the range of state and federal tax law as well as unique taxation issues such as entity tax structuring or multi-generational estate planning.

To help you make the best decisions, we can analyze the impact of gifting, buying or selling assets, different methods of depreciation, or the effect of various transactions on tax returns. We also help you act quickly when new tax laws go into effect and before existing laws expire.

Some of our core focus areas are the tax impact of owning, growing, structuring and selling business assets as well as the wealth management and wealth transfer decisions of families, owners and executives. Our team takes a comprehensive approach to taxation, advising on tax minimization and planning for individuals as their needs become more complex.

Here are just a few of our areas of expertise:

  • Income tax planning and preparation
  • Estate and gift tax planning
  • Tax-effective entity structuring
  • Sale of a business and succession planning
  • Consultation on complex tax matters
  • Representation before the Internal Revenue Service and other taxing authorities
  • Merger and acquisition consulting
  • U.S. taxation of foreign entities

Weinstein Spira has in-depth industry experience with tax planning and managing tax liabilities. Review our industry services for additional information.


Contact Homer Carrillo, Tax Shareholder for additional information on our comprehensive tax services.

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