Service 02 · Tax Services

A CPA practice that thinks past the April deadline.

Preparation, planning, projections, and representation — from a CPA and IRS Enrolled Agent who’s also a CFP® professional. We do strategic work, not in scramble mode.

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Graph showing the gains and losses of the stock market and the ability of a CPA to calculate the tax impact of the activity

WHAT WE DO

Preparation, projections, planning, and representation.

01

Tax preparation

Individual, business, and trust returns prepared accurately and timely. Detailed review and explanation, not just a filing.

02

Tax planning

Multi-year projections and scenario modeling so you know your tax bill before it’s a surprise — and have time to do something about it.

03

Quarterly projections

Estimated payments calculated from your actual year-to-date numbers, not last year’s numbers.

04

S-Corporation strategy

Reasonable compensation analysis, retirement plan selection, accountable plans, and owner-level tax planning.

05

IRS representation

As IRS Enrolled Agents, we represent clients before the IRS — audits, notices, and resolution work.

The April deadline is the smallest part of what we do. The work that actually changes your tax bill happens months earlier — entity choice, compensation timing, account funding, sale timing, conversion windows.

We handle preparation with care, but the value is in the year-round planning that makes preparation a confirmation, not a surprise.

· CPA · IRS Enrolled Agent · NATP member · Illinois CPA Society