Private client tax services
Paying taxes is inevitable, but the right plan makes it manageable.

Personal tax services
Individual income taxes are a maze of constantly changing rules, making it harder to grow wealth while reducing tax burdens. Each new development can add complexity that significantly impacts your financial situation.
Sikich’s personal tax consultants help you maximize deductions, credits, and planning opportunities. From year-round tax strategies to return preparation and representation before tax authorities, we ensure your financial plan stays strong and aligned with your goals.

Estate, gift, trust and charitable planning
Estate planning is essential for a secure future — whether your goal is minimizing estate and gift taxes, addressing succession issues or maximizing the tax benefits of charitable giving. Without a proper plan, families risk financial hardship that can last for generations.
Sikich professionals help you preserve wealth and protect your family by guiding you through every step of the estate planning process. We deliver comprehensive, personalized strategies that empower you to make informed decisions about your estate — ensuring long-term security and peace of mind.

Succession planning
As a business owner, daily challenges are inevitable but planning for your company’s future is essential. Succession planning safeguards your business’s success and protects your legacy. Without it, what you’ve worked for could be at risk.
Transitioning ownership may be the most significant financial event of your life. Don’t wait. Partner with Sikich for a customized succession roadmap that maximizes returns and minimizes taxes, ensuring your business thrives for generations to come.
