01
Construction & Trades
Job-cost accounting, retainage tracking, and equipment decisions handled with an eye on bonding capacity and cash flow between draws.
- Job costing and WIP schedules
- Equipment purchase timing
- Contractor payroll and 1099s
Industries
Navigating diverse business landscapes
How a business earns its revenue changes how its books should be kept and how its return should be prepared. These are the sectors our CPA works in most often.
Sector experience
Where we work
Each engagement is scoped to the realities of the industry — the schedules that matter, the filings that come due, and the decisions owners face.
02
Professional Services
Partner compensation, owner distributions, and quarterly estimates for firms whose main asset is billable time.
- Entity and compensation structure
- Estimated payment planning
- Partner and owner reporting
03
Real Estate
Rental and investment property reporting, depreciation schedules, and the tax consequences of buying, holding, and selling.
- Depreciation and cost recovery
- Passive activity treatment
- Sale and exchange planning
04
Retail & Restaurants
Sales tax, tip reporting, and inventory-heavy books kept current so owners can read the month before it is over.
- Sales tax filings
- Inventory and margin reporting
- Tip and payroll compliance
05
Healthcare Practices
Practice accounting for physicians, dentists, and therapists — including buy-in structures and retirement plan choices.
- Practice entity structure
- Retirement plan selection
- Provider compensation reporting
06
Transportation & Logistics
Owner-operators and fleets, with per-diem treatment, fuel tax detail, and depreciation on rolling stock.
- Per-diem and mileage treatment
- Equipment depreciation
- Multi-state considerations
07
Nonprofit Organizations
Fund-level bookkeeping and annual filing support for organizations accountable to boards, donors, and grantors.
- Form 990 preparation
- Restricted fund tracking
- Board-ready financial reporting
08
Private Clients & Families
Individual returns with investment, rental, and multi-state complexity, plus planning around major life events.
- Individual (1040) returns
- Investment and rental income
- Life-event tax planning
09
Manufacturing & Distribution
Inventory valuation, cost of goods detail, and capital spending decisions supported by clean monthly numbers.
- Inventory and COGS accuracy
- Capital expenditure planning
- Multi-state filing review
10
Estates & Trusts
Fiduciary accounting and return preparation handled with care during periods when families need clarity most.
- Fiduciary (1041) returns
- Beneficiary reporting
- Coordination with counsel
Please note: our firm does not perform audits. We focus on accounting, tax, and advisory work for individuals and closely held businesses.
Areas served
Illinois roots, statewide reach
Chicago, Evanston, Oak Park, Skokie, Naperville, Schaumburg, Oak Lawn, and the greater Chicago area — with remote service available statewide.
Don't see your industry?
Most engagements begin with a short conversation about how your business operates. Tell us what you do and we will tell you plainly whether we are the right fit.
Let’s talk
Ease your mind. Get in touch today.
Call (312) 778-5780 or send a message and our staff will follow up personally.