Tax & Accounting

Multiple income channels, equity compensation, rental property, K-1s, filings across state lines: the work is read, prepared, and e-filed in one Barrington office, with every deduction and credit the situation actually supports. Planning happens during the year: retirement contributions, Roth timing, charitable gifts, and tax-gain and -loss harvesting against the investment accounts, revisited before April, not discovered in it.

Individual engagements start at $500.

Sole proprietorships, partnerships, LLCs, S corporations, C corporations, and nonprofits, prepared in the Northwest Suburbs since 2008. Entity structure is reviewed against how the company actually earns, deductions are substantiated so they hold, and estimated payments are managed so deadlines never arrive as news. Owners bring the decisions here before they sign them, because most tax outcomes are set months before the return exists.

Business engagements start at $2,500, quoted to the entity count, the states involved, and the condition of the books — in writing, before any work begins.

Transactions are imported, reviewed, and categorized every month; accounts are reconciled against bank and card statements; monthly or quarterly financial statements arrive on schedule. The office works in QuickBooks Online and Desktop alongside its own software, and coordinates payroll so wages, withholding, and filings stay aligned.

Planning starts with a careful read of the whole picture (entities, investments, payroll, and the year ahead) and is revised as the code changes and as your year unfolds. Because the same office manages investments, the plan reaches where most preparers cannot: losses harvested against gains the office can see, Roth conversion timing, and charitable gifts coordinated with the portfolio rather than around it.

The IRS grants the exemption once and then audits the paperwork forever. The office prepares Forms 990 and 990-T, keeps the books and statements on not-for-profit classifications, prepares 501(c)(3) applications for new organizations, and trains boards to read the statements they are responsible for. When a grantor, lender, or board requires a reviewed or audited statement, the firm’s own assurance practice under Business Advisory handles it — same office, same set of facts.