What we do
Full-service accounting, built for small businesses.
We cover the full financial picture — from day-to-day bookkeeping to long-term planning — so you can run your business without worrying about the numbers.
Tax Preparation
What's included
- —Business and personal returns (1040, 1120-S, 1065, 1120)
- —Quarterly estimated tax payment calculations
- —W-2 and 1099 preparation and filing
- —State and local returns for Illinois and neighboring states
- —Prior-year amendment filings
- —Audit representation and IRS correspondence
Who it's for
Sole proprietors, LLCs, S-corps, partnerships, and individuals with complex situations — including real estate, investments, or multiple income streams.
Typical engagement
Annual engagement, with quarterly check-ins during peak filing season (January through April).
Bookkeeping
What's included
- —Monthly bank and credit card reconciliation
- —Profit & loss and balance sheet statements
- —Accounts payable and receivable tracking
- —Payroll ledger maintenance and review
- —Chart of accounts setup and optimization
- —Year-end close and clean books for tax prep
Who it's for
Businesses generating $100K–$5M in annual revenue who need reliable monthly financials without the cost of a full-time bookkeeper or controller.
Typical engagement
Ongoing monthly retainer. Most clients are fully set up within 30 days.
Business Advisory
What's included
- —Entity structure review (LLC vs. S-corp vs. C-corp)
- —Annual financial strategy and goal-setting sessions
- —Cash flow modeling and runway analysis
- —Growth, acquisition, and exit planning
- —Tax minimization strategy
- —Vendor and contract financial review
Who it's for
Established businesses looking for a thinking partner, not just a tax preparer. Best for owners making decisions about structure, growth, or eventual sale.
Typical engagement
Quarterly advisory sessions with on-call availability between meetings. Initial onboarding takes one to two months.
Estate Planning
What's included
- —Trust and will coordination with your estate attorney
- —Beneficiary designation review across all accounts
- —Retirement account distribution strategy
- —Annual gift tax planning and exclusion tracking
- —Business succession planning
- —Asset titling and re-titling review
Who it's for
Business owners with significant assets, individuals approaching retirement, or anyone concerned about efficient, tax-advantaged wealth transfer to the next generation.
Typical engagement
One-time initial engagement (six to eight weeks) followed by an annual review. Ongoing advisory available.
Not sure which service fits?
Most clients come to us with a mix of needs. Let's talk — a free consultation is the best place to start.