Accounting
Ongoing, accurate books — reconciliations, general ledger maintenance, payables and receivables, and clean month-end closes.
- Monthly & quarterly close
- Bank and credit card reconciliation
- Cleanup and catch-up work
Services
Versatile service offerings, delivered by a CPA-led team.
Whether you need monthly books kept current or a return prepared and planned around, the work is handled in-house — with the same team available year-round.
What we do
Full-service accounting, tax, and advisory
Six core service lines that cover the financial calendar of an individual, a family, or a closely held business.
Tax Preparation
Individual and business return preparation handled by a CPA, with attention to every credit and deduction you're entitled to.
- Individual (1040) returns
- Business and partnership returns
- Multi-state filings
Tax Planning
Proactive, year-round planning so your tax position is a decision you make — not a surprise you receive.
- Entity structure review
- Estimated payment planning
- Year-end strategy sessions
Payroll Support
Dependable payroll processing and filings that keep your team paid and your agency deadlines met.
- Payroll processing
- Quarterly payroll filings
- W-2 and 1099 preparation
Financial Statements
Clear compilations and reporting that give you, your bank, and your partners a reliable picture of the business.
- Compiled financial statements
- Custom management reporting
- Cash flow review
Advisory & Notices
Practical guidance for business decisions, plus help responding to IRS and state notices with confidence.
- New business setup
- IRS & state correspondence
- QuickBooks guidance
Please note: our firm does not perform audits. We focus on accounting, tax, and advisory work for individuals and closely held businesses.
Industry experience
Navigating diverse business landscapes
We tailor engagements to the way your sector actually operates — from job costing in the trades to inventory in retail and multi-state filings for service firms.
Discuss your businessHow an engagement works
From first call to year-round support
- 1
Introductory call
We start with a short conversation about your situation — what you file, what you own, and what is on your mind. No obligation and no sales pressure.
- 2
Documents and scope
You receive a written scope and a checklist. Records come in securely through the client portal or in person at our Chicago office.
- 3
Work performed by a CPA
Our CPA prepares the books and the return. Questions are asked in plain language, and nothing is filed until you have reviewed it.
- 4
Year-round follow-up
After filing, we stay reachable for notices, estimated payments, and planning decisions — not just during tax season.
Secure access
Client Portal
Existing clients exchange documents, review returns, and send sensitive records securely through the firm’s encrypted portal.
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.