Accounting & Advisory
Tax preparation, bookkeeping, and strategic advisory for small businesses and individuals. Serving Chicago since 2012.
850+
Returns filed annually
$12M
In client tax savings
99.8%
On-time filing rate
14
Years in practice
What we do, plainly stated.
Individual and business returns. From simple 1040s to complex multi-state filings. We handle the IRS so you don't have to.
Monthly reconciliation, payroll processing, and financial statements. Your books stay current without you thinking about it.
Cash flow planning, entity structuring, and tax strategy for growing businesses. Numbers that drive decisions.
IRS and state audit representation. We handle all correspondence, documentation, and meetings on your behalf.
Managing Director
20 years in public accounting. Former Big Four (Deloitte). Specializes in small business advisory and tax strategy.
Tax Director
High-net-worth individuals and multi-state returns. Known for finding deductions others miss.
Senior Bookkeeper
10 years of experience managing 60+ monthly clients. QuickBooks ProAdvisor and Xero certified.
Schedule a free 20-minute introductory call. We'll discuss your situation, answer your questions, and see if we're a good fit.