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Accounting Services
Monthly & Quarterly Accounting Services; General Leger Maintenance; Payroll & Sales Tax Planning; W-2 & 1099 Preparation; Compilation, Review & Audit Services; Annual Report Service.

Audit & Review Services
OMB A-133 Audits; Employee Benefit Plan Audits; ESOP Companies and Plan Engagements; Agreed Upon Procedures Engagements.

Compliance & Audit Representation
Representing companies & individuals before the IRS, IL Dept. of Revenue, Dept. of Employment Security and other state revenue departments. Representation for Governmental Agency Tax Audits; Sales and Use Compliance and Consulting.

Consulting Services
Financial Statement Analysis; Strategic Planning; Process Development, Implementation, Monitoring; ERP Solutions; CRM; Custom Software.

International Tax Services
Global Tax Compliance; IC-DISC Export Incentive; Foreign Subsidiary Planning; Expatriate Consulting; Cross Border Tax Advising; Transfer Pricing; Foreign Tax Credits Analysis; Enterprise Transformation; Foreign Business Investments.

Retirement & Benefit Services
Specializing in safe harbor 401(k) & cross-tested plan design, non-qualified deferred compensation plans. Retirement Plan Design & Consulting; IRS and DOL Compliance Review; Plan Administration; 401(k) Vendor & Fee Review.

State & Local Tax Services
Dedicated to learning about your business and protecting it from unnecessary tax liabilities. Illinois Tax; Multi State Issues (Nexus); Multi State Returns.

Tax Planning & Preparation
Tax Planning for High Income Individuals; Trusts, Estates & Gift Issues; Exempt Organizations & Analysis & Reporting of UBIT; Transition Planning; Compensation & Employee Benefits; S.A.L.T.

Technology Solutions
ERP Software: Intacct, TRAVERSE, QuickBooks, CRM: Salesforce.com; Other: ServiceMax; BizNet; Nexonia; Avalara.

Valuation & Transition Planning
Estate & Gift Tax Planning; Buy/Sell Agreements; Business Valuations; Succession Planning; Risk Assessment; Due Diligence; Asset Valuation; Marital Estate Determination.

Wealth Management
Debt Management; Estate Planning; Education Planning; Tax Planning; Business Planning; Investment Planning; Special Situations; Income Protection and Asset Preservation.

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Finding the right accountant to fit the needs of your business, your organization or you, as an individual, is critical. After all, your situation is unique and working with a partner that brings expert advice, timely reports and fresh ideas is not a decision to take lightly.


Whether you are just starting out or looking to take your business to the next level we welcome the opportunity to learn more about you and provide a comprehensive proposal.

We Help You Get to Your Next Level

Get in touch today and find out how we can help you meet your objectives.


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