Tax preparation, planning, and projections from a CPA and Enrolled Agent who’s also a CFP® professional. Strategic, year-round work, not scramble mode.
Is this you?
For most people, taxes are a once-a-year event: hand over a folder, wait, and find out what you owe. By then the year is over. The choices that shaped your tax bill (when you sold, what you put into which account, how your business paid you) were already made without a plan.
We work the other way around. We look at the year ahead while there’s still time to act, so your tax return confirms a plan instead of delivering a surprise.
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By the time your tax return is prepared, the year is closed and there’s nothing left to adjust.
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Raises, bonuses, stock sales, and retirement withdrawals happen with no one checking the tax side first.
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Estimated payments based on last year’s numbers can come up short when your income changes.
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Your salary, your retirement plan, and how you reimburse yourself all change what you pay, and they’re rarely revisited.
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Investment decisions get made without anyone looking at the tax bill they create.
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For established tax clients, we help respond to IRS and state notices about tax returns our firm prepared.
What we do
The April deadline is the smallest part of what we do. The work that actually lowers your tax bill happens months earlier: how your business is set up, when you’re paid, which accounts you put money into, when you sell, and when a Roth conversion makes sense.
We prepare your tax return with care, but the real value is year-round planning, so filing time confirms what you already expected instead of bringing a surprise.
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Individual, business, and trust tax returns prepared accurately and on time, with a clear explanation of your tax return, not just a filing.
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We project your taxes for this year and the years ahead, so you know your tax bill before it’s a surprise and still have time to do something about it.
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If you pay estimated taxes during the year, we calculate the payments from your actual numbers this year, not last year’s.
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Setting the right salary for business owners, choosing the right retirement plan, reimbursing yourself tax-free for business expenses, and other owner-level planning.
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We help established tax clients respond to IRS and state notices about tax returns our firm prepared. We don’t offer standalone tax-resolution or IRS representation services for non-clients.
Don’t see your question? Call the office at 815-459-4300 or send us a message.
It depends on how involved your tax return is. Business income, rental property, K-1s, more than one state, and stock compensation all add work. Call the office and we’ll talk through what your situation involves.
If you’re an ongoing wealth management client, your personal tax return (Form 1040) is included with no separate fee. Business tax returns are billed separately.
Both. Preparing your tax return is where most clients start. Planning is where most of the value is: we project your taxes for the year, set estimated payments from your actual numbers, and look for ways to reduce what you owe while there’s still time to act.
Most of our clients are retirees and people approaching retirement, business owners (including S corporations and partnerships), and real estate investors. If your tax situation is simpler, you’re still welcome.
Before the year ends. Fall is when tax projections, Roth conversion decisions, and year-end moves for business owners do the most good. You don’t need to wait for tax season. New clients can start any time of year.
Yes, if we prepared the tax return. We help established tax clients respond to IRS and state notices about tax returns our firm prepared. We don’t offer standalone tax-resolution or IRS representation services for non-clients.
Upload them through our secure document portal, linked at the top of every page. If you’re new, start with our New Client Form.
Both. Anton Prokopenko is a CPA and an Enrolled Agent, which means he’s enrolled to practice before the IRS. He’s also a CFP® professional, so your tax planning and your financial planning come from the same person.
A free 30-minute call. No prep needed, just bring your questions.
