Service 02 · Tax Services

A tax practice that thinks past April.

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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WHAT WE DO

Preparation, projections, planning, and representation.

01

Tax preparation

Individual, business, and trust returns prepared by a CPA and Enrolled Agent. 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