Whether for corporate or individual, domestic or international, for-profit or not-for-profit, our tax services focus on providing proactive ideas to ensure compliance and put you in an optimal tax position. Our full range of tax services is personally handled by a knowledgeable and experienced staff that maintains a detailed involvement in our clients’ financial affairs. As a Daszkal Bolton client, you know you’ll receive world-class attention from our tax advisors to guide you through all financial and tax planning.

Personal Tax Services

Personal tax situations for high-net-worth families and business owners are more complicated than ever. We provide guidance as well as fresh ideas that ensure compliance while minimizing liability. From asset protection and wealth distribution to estate planning, developing and managing trusts and charitable planning and retirement planning, our professionals are experienced specialists who treat every scenario as unique. If you are entitled to any tax credits, Daszkal Bolton will help you to identify these credits and assist you in using them to increase your profitability.

Corporate Tax Services

Through a consultancy focus on tax efficiency and minimization, our professionals help businesses concentrate on generating income to maximize growth and profitability. Corporate tax regulations are ever-changing, and forward-looking companies require advisors who stay current to ensure success. At Daszkal Bolton, our corporate tax advisors take a proactive stance toward tax regulations and stay up to date with their evolving changes.

Daszkal Bolton specializes in helping businesses solve corporate tax challenges. We hold in-depth knowledge of our clients’ industries and devise original strategies to increase profitability. We proactively advise our clients on the most current strategies with a goal of minimizing taxes.

Our most common corporate tax services include:

  • Preparation of tax returns
  • Research and planning of tax mitigation and deferral strategies
  • Optimum entity structure determination
  • Internal corporate tax issues, i.e., compliance, consulting, planning

International Tax Services

Multinational interests require tax advice that spans the globe. From compliance to structuring of investments, repatriation/expatriation of funds, pre-immigration planning, foreign tax credit planning, FBAR and FATCA compliance and multinational joint ventures, we provide experience and insight to minimize liabilities and offer worldwide security.

State and Local Tax (SALT) Services

State and local taxes often equal or exceed federal tax liabilities and are a large contributor to operating expenses, which can reduce cash flow. We provide guidance to companies with operations or customers in more than one state to address differences between tax laws and identify credits, incentives and other strategies to ensure strong tax positions across state borders.


  • Internal Revenue Service
  • SSA
  • FDOR

Key Contacts

Managing Partner

Partner | Tax Services Leader

Partner | Health Care Industry

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Contact Us

To learn more about business and personal tax services at Daszkal Bolton, simply complete our contact form, or call (561) 367-1040.

We are pleased to announce that the Daszkal Bolton team has joined CohnReznick, effective March 1.