Everything your business needs from an accounting firm
Choose one service or bundle several. Every engagement is priced up front and led by a licensed CPA.
Tax Preparation
Filing shouldn't feel like a gamble
Most people overpay because their preparer only looks backward. We prepare your return with the same care we'd give our own, then flag the two or three decisions that could lower next year's bill.
Your engagement includes a secure client portal, e-signature, direct deposit setup and a post-filing review call.
- Individual (1040) and family returns
- S-Corp, C-Corp, partnership and LLC returns
- Multi-state and non-resident filings
- Trusts, estates and gift tax
- Prior-year and amended returns
- Audit representation included
Tax Planning
Entity selection, retirement contributions, timing of income and expenses, and estimated payments — modelled before decisions are made, not after.
- Mid-year and Q4 projection meetings
- Entity structure and S-Corp election analysis
- Retirement and HSA contribution strategy
- Quarterly estimated payment schedules
- Capital gains and investment timing
- Multi-year scenario modelling
Bookkeeping & Accounting
We keep your books current in QuickBooks Online or Xero, reconcile every account, and deliver a monthly package you can actually read.
- Monthly bank and credit card reconciliation
- Accounts payable and receivable tracking
- Monthly financial statements
- Sales tax filings
- QuickBooks / Xero setup and cleanup
- Year-end close and 1099s
Payroll Services
Employees paid on time, taxes filed correctly, and one less thing on your plate.
- Direct deposit and pay stubs
- Federal and state payroll tax filings
- W-2 and 1099 preparation
- New-hire reporting
- Workers' comp and benefits coordination
Business Advisory
Practical guidance on cash flow, profitability, growth and the decisions that keep you up at night.
- Cash-flow forecasting
- Pricing and margin analysis
- Budgeting and KPI dashboards
- Buy / sell and succession planning
- Loan and financing preparation
Fractional CFO
Executive-level financial leadership for growing companies that aren't ready for a full-time CFO.
- Monthly financial review with leadership
- Board and investor reporting
- Capital raise and debt strategy
- Systems and controls design
- Hiring and scaling the finance function
Business Formation
Start on the right footing with the right entity, EIN, elections and accounting setup.
- LLC, S-Corp and C-Corp guidance
- State registration and EIN
- S-Corp election (Form 2553)
- Operating agreement coordination
- Chart of accounts and bookkeeping setup
IRS Representation
Notices, audits, back taxes and payment plans — handled by a CPA so you never face the IRS alone.
- Notice response and resolution
- Audit representation
- Offers in compromise and installment agreements
- Penalty abatement requests
- Unfiled prior-year returns
Licensed, certified and accountable
Licensed CPA Firm
Illinois CPA firm license #065.012345
AICPA Member
American Institute of Certified Public Accountants
Illinois CPA Society
Active member since 1998
QuickBooks ProAdvisor
Advanced Certified
Common questions about our services
When should I send you my tax documents?
As soon as you have them — ideally by mid-February for individuals and by the end of February for businesses. We'll send a personalized organizer in January.
Can you help if I haven't filed for several years?
Yes. We regularly bring clients current on unfiled returns, negotiate penalties and set up payment plans. The first step is a confidential conversation.
Should my business be an S-Corp?
It depends on your profit level, state, payroll and long-term plans. We run the numbers in a short planning session and give you a clear recommendation.
Not sure which service you need?
Tell us what's going on and we'll point you in the right direction.