https://www.sikich.com

Private client tax services

Personal tax consulting, customized to you

Paying taxes is inevitable, but the right plan makes it manageable.

Clear goals are vital for managing cash flow, preserving wealth, and planning long term. Sikich’s tax consultants create tailored strategies to reduce exposure and build lasting success, coordinating every aspect of your financial plan. Unlike one-size-fits-all approaches, we offer personalized guidance that aligns with both your current needs and future aspirations.
Private client tax solutions and strategies

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.

Contact us

Protect your assets, business and family.

Our tax consultants can present flexible strategies within your customized plan. Rest easy knowing that this plan is precisely coordinated with all aspects of your overall financial situation.
Experts

Related expert

David Laske

Principal