Even within a core, industry-standard service offering like tax planning and preparation, there is room for innovation and excellence. That’s what Lurie has always believed, and our tax professionals provide the analysis needed to get you where you want to be. Whether for you, your business, or both, we have the experience and expertise to make sure every decision you make is an informed one.

Our experienced tax team focuses on the unique needs of you and your business. Through effective short- and long-term planning and ongoing communication with you throughout the year, we’ll help avoid surprises at tax time. Tax planning is, among other things, the ability to adapt to change. Changes in marital status, business ownership, gifting plans, tearing down or building a house, starting retirement and hundreds of other variables can impact tax planning. Look to Lurie for tax services in Minneapolis, greater Southwest Florida including Fort Myers and Naples, and everywhere in between.