Trusted Financial Expertise for Over 35 Years
Providing comprehensive accounting, tax, and business advisory services to businesses and individuals across the nation.
Comprehensive accounting solutions tailored to your needs
Expert preparation of individual, business, and corporate tax returns. We maximize deductions and ensure compliance with current tax laws while minimizing your liability.
Accurate and timely bookkeeping services using the latest accounting software. Monthly reconciliation, financial statements, and real-time access to your financial data.
Full-service payroll processing, tax filing, and compliance management. Direct deposit, quarterly reports, and W-2/1099 preparation included.
Independent financial statement audits, reviews, and compilations. Expert attestation services that provide stakeholders with confidence in your financial reporting.
Strategic planning, financial forecasting, and business valuation services. We help you make informed decisions to grow and protect your business.
Tax-efficient estate and trust planning to preserve wealth for future generations. Gift tax strategies, trust administration, and succession planning.
Proven expertise backed by measurable results
Established in 1989, serving clients through economic ups and downs
From individuals to Fortune 500 companies, we serve diverse clientele
Long-term relationships built on trust, reliability, and exceptional service
Total tax savings identified for clients annually through strategic planning
Specialized expertise across multiple sectors
| Industry | Services Provided | Specialization |
|---|---|---|
| Healthcare | Tax planning, compliance, revenue cycle management | Medical practices, hospitals, clinics |
| Real Estate | Property accounting, 1031 exchanges, partnership taxation | Developers, investors, property management |
| Technology | R&D credits, equity compensation, startup advisory | SaaS, software development, IT services |
| Retail | Inventory accounting, sales tax, multi-state compliance | E-commerce, brick-and-mortar, franchises |
| Manufacturing | Cost accounting, LIFO, tax credits for production | Job shops, assembly, distribution |
| Non-Profit | 990 preparation, grant compliance, audit services | Foundations, charities, associations |
Experienced professionals dedicated to your financial success
Managing Partner
35 years of experience in tax strategy and business valuation. Specializes in complex corporate restructuring and M&A transactions.
Tax Partner
Expert in individual and trust taxation with 28 years experience. Former IRS Senior Revenue Agent specializing in high-net-worth clients.
Audit Partner
25 years conducting financial statement audits and fraud investigations. Certified Internal Auditor with extensive nonprofit experience.
Advisory Partner
Specializes in management accounting and strategic business advisory. 20 years helping businesses optimize operations and profitability.
Important deadlines to keep your business compliant
| Date | Deadline | Description |
|---|---|---|
| January 31 | W-2 & 1099 Forms | Deadline to provide forms to employees and contractors |
| March 15 | S-Corp & Partnership Returns | Form 1120-S and 1065 due (with extensions available) |
| April 15 | Individual Tax Returns | Form 1040 due for individuals (most common deadline) |
| April 15 | Q1 Estimated Taxes | First quarter estimated tax payment due |
| May 15 | Tax-Exempt Organizations | Form 990 due for calendar-year nonprofits |
| June 15 | Q2 Estimated Taxes | Second quarter estimated tax payment due |
| September 15 | Q3 Estimated Taxes | Third quarter estimated tax payment due |
| September 15 | Extended Returns | Extended individual and corporate returns due |
| October 15 | Final Extension Deadline | Absolute final deadline for extended individual returns |
| January 15, 2027 | Q4 Estimated Taxes | Fourth quarter estimated tax payment due |
Tools and information to support your financial management
Secure access to your documents and financial records
Annual guides for individual and business tax strategies
Estimate your tax liability and plan accordingly
Monthly tax and financial planning updates
Essential documents needed for tax preparation
Free educational sessions on key financial topics
Let's discuss how we can help you achieve your financial goals. No obligation, just expert advice from experienced CPAs.
Book Your ConsultationWe're here to answer your questions and provide expert guidance
1250 Financial Plaza, Suite 800
Chicago, IL 60606
(555) 234-0123
Toll Free: (800) 555-CPAS
Monday - Friday: 8:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM (Tax Season)