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

OMB A-133 Audits; Employee Benefit Plan Audits; ESOP Companies and Plan Engagements; Agreed Upon Procedures Engagements

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

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

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.

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.

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

Tax Planning for High Income Individuals; Trusts, Estates & Gift Issues; Exempt Organizations & Analysis & Reporting of UBIT; Transition Planning; Compensation & Employee Benefits; SALT

ERP Software: SageIntacct, TRAVERSE, OSAS QuickBooks, CRM:; Other: ServiceMax; BizNet; Nexonia; Avalara; Workforce Go!

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

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.

Next Level Thinking

Efficient financial management directly translates into informed business decisions, regulatory compliance, better forecasting, and overall a well-managed organization. By implementing a solid growth strategy, your organization can focus on its strengths, identify ways to fix its limitations, correct system bottlenecks, and expand on its core business processes.

Porte Brown wants to take you from average to Awesome!

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