TAKE CONTROL OF YOUR FUTURE
To empower your financial life by understanding you personally to serve you professionally.
WE PROMISE
WHAT WE DO
-
![A graphic of a calculator, papers, & money sign from a Chicago CPA who offers income tax preparation, federal, state, & local tax representation, strategic tax planning, payroll & sales tax compliance, and mergers, acquisitions, and dispositions.]()
TAX
Providing comprehensive, personalized solutions.
Tax Return Preparation
Strategic Tax Planning
Audit Representation
-
![A graphic of a handshake from a Chicago CPA who offers bookkeeping & business management, QuickBooks implementation & consulting, budgeting & forecasting analysis, retirement plan analysis, and entity type formation]()
ADVISORY
As your wealth grows, so do the intricacies of preserving it.
Financial Planning
Retirement Planning
Business Consulting
-
![A finance graphic of a pie chart from a Chicago CPA and your trust CFO showcasing his tax planning & preparation, accounting, business consulting, payroll, bookkeeping, & sales tax.]()
ACCOUNTING
We manage the numbers. You scale the business.
Financial Statement Reporting
Payroll Processing & Filings
Sales Tax Compliance
-
![A graphic of a map from a Chicago CPA and his client meeting over coffee to go over their finances to conquer their challenges and opportunities both in business and personally.]()
CFO
Equipping you with the blueprint for success.
Financial Projections & Modeling
Cash Flow & Budgeting Analysis
Business Management & Planning
