Integrated Financial Planning & Tax Services for Business Owners & Retirees

Investment advice and tax strategy from one advisor, not two separate firms.

Financial planning and investment management through the lens of a CPA.

An aerial view of downtown Chicago cityscape at sunset, showing numerous high-rise buildings and Lake Michigan in the background.
A city skyline at sunset with tall skyscrapers, including two prominent towers, against a colorful sky with orange and purple hues.
Sunset view of the Chicago skyline with reflections on the water, featuring tall buildings including the Willis Tower and other skyscrapers, under a pink and orange sky.
Aerial view of Chicago skyline at dusk, with tall skyscrapers, city streets illuminated, and Lake Michigan in the background.
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Nighttime aerial view of a city skyline with tall illuminated skyscrapers and streets, including the Empire State Building illuminated in white, and a river running through the city.

Based in Crystal Lake, Illinois

Our firm specializes in integrated financial planning and tax services for two groups of people: business owners and retirees. We’ve assisted many businesses in decreasing their tax liability and ultimately become more profitable as a result of working together with us. We have also helped individual clients identify available deductions and minimize tax liability where possible.

Whether you’re looking for a full package of financial planning and tax services or just annual tax return preparation, our goal is to form a long-lasting professional relationship. We welcome new clients with a free consultation and offer comprehensive and high-quality services to our clients.

Is there something you’re interested in that is not listed below? Contact us with any questions and we will discuss your specific needs.

Services

Accounting

Monthly Bookkeeping, Reconciliations, and Financial Statement Compilations.

Financial Planning

Financial Planning, Investment Advisory, Wealth Management.

Tax Services: Business & Personal

Tax Preparation, Tax Planning, and Tax Projections.

HOURS:

 Regular Hours

Monday-Friday: 8:00 AM – 4:30 PM

 

Tax Season

February 1st – April 15th

Monday – Friday: 8:00 AM – 6:00 PM

Saturday: 8:00 AM – 12:00 PM

 

We offer comprehensive solutions, tailored specifically to your personal and business needs.

Logo of the National Association of Tax Professionals (NATP), featuring the acronym NATP in large gray letters with a green triangle inside the letter 'A', and the full name of the organization in smaller gray text below.
Text graphic with the words 'Admitted to Practice Before the IRS' and 'Enrolled Agent' in bold.
Illinois CPA Society logo with stylized blue spiral design and black text
Logo of the American Institute of CPAs (AICPA) with blue text and design elements.
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