Professional Tax Planning and Preparation Services in Chicago, IL

Minimize headaches by tax planning with a trusted tax accountant who will lower your tax obligations while complying with local, state, and federal tax laws. is a Chicago-based firm that offers professional tax advice and extensive services for businesses and individuals nationwide.

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4000+ Happy Clients
We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.
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38 Years of Experience
Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.
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Serving 52 States
With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Our Tax Services for Individual and Business Clients

Tax policy is ever-changing, and that’s why our experts at make it a priority to track these new developments and advise both individual and business clients on the best possible actions for any type of taxes.

Income Tax Preparation Services.

Income Tax Preparation

Taxes are a pain, so having proper tax preparation services in Chicago is essential. No tax software can beat the knowledge and dedication of a real tax professional who works hard to maximize your deductions and prevents costly mistakes.
Expat tax.

Expat Tax

We offer comprehensive international tax services to businesses and clients around the world. We create and implement individualized strategies to minimize global taxes and help you reach your financial goals.
Estate & Trust Tax Preparation Services.

Estate & Trust Tax

At, we have the experience and knowledge to offer unrivaled fiduciary trust tax services that are designed and tailored to you to help you stay in compliance with regulations.

IRS Representation

It’s imperative that you have trusted IRS tax audit representation from certified accounting specialists to ease the stress of this difficult process and determine the appropriate steps to take to achieve a beneficial result for you.

State and Local Tax

We provide state and local tax services to help both individuals and businesses alike. By monitoring policies and regulations, as well as taxation trends, we can reduce your tax burden while adhering to tax regulations.
Liquidations & Reorganization.

Business Restructuring

Our liquidation and corporate restructuring services can help your distressed company, with reorganization, bankruptcy planning, financial restructuring, and any and all financial needs. We have the expertise to help companies in a wide array of industries.
Mergers and Acquisitions Services.

Mergers & Acquisitions

There are many precarious steps to take and moving pieces to track when buying or selling a company. From planning to negotiations to closing, our team will help you navigate it all while providing excellent M&A tax services.

 Innocent Spouse Relief

Our specialized CPA assistance offers guidance and representation for individuals burdened with tax liabilities resulting from their spouse's errors. Navigate complexities with our experienced team and secure the relief you deserve.

Offer in Compromise

Our Offer in Compromise (OIC) service empowers taxpayers facing IRS tax debt by negotiating settlements for less than the total owed, providing financial relief and a fresh start.

Foreign Bank Account Reporting

Our Chicago-based CPA simplifies FBAR filing for US expats & individuals with overseas accounts. Ensure compliance & peace of mind.

Don’t let taxes overwhelm you

We’re here to help! Contact us about your taxes so we can take them off your hands and make the upcoming season a breeze.

Contact Us Today

Business Taxes

Well-respected, experienced accountants understand tax regulations and how they interact with businesses across many industries. Trust our Chicago business tax services to maximize deductions and highlight tax breaks to achieve higher profit margins for your business.

With so many details to keep track of while running your retail business, don’t add complicated business taxes to the mix. Leave it to us, and you’re sure to see a boost in your bottom line.

When you’re running a law firm, it’s essential that your taxes are done precisely and in compliance with federal, state, and local laws. While you’re keeping your clients protected, we’ll do the same for you.

Worried your construction company isn’t getting the most out of your taxes? We can help! Our team has extensive experience with your industry and will keep everything in order so you can do your job without the added stress.

We understand your first priority is your patients, and we don’t want you bogged down with taxes and paperwork. Let us make sure your healthcare business is safe while you ensure your patients’ safety.

Personal Taxes

This tax season, don’t go it alone. You risk making big and small mistakes alike, and you might end up overpaying or missing tax breaks and deductions. We offer superior, expert tax services for individuals nationwide. Not only do we have an in-depth understanding of local, state, and federal tax laws, we also know how to use our deep knowledge to get you the most out of your taxes. With our help, tax season doesn’t have to be a nightmare this year.

Personal Taxes

Why Choose Our Tax Firm

Our unmatched tax services can accommodate any and every situation. We’ll keep your taxes low and your finances secure.

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Remote services

We offer nationwide remote services, so no matter where you are, we can take care of you.
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Personalized approach

We develop a strong, lasting relationship with you, getting to know you so we can tailor our services to your individual needs.
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Deep expertise

Our team of CPAs and specialists has a combined 100+ years of experience with taxes and accounting.
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Our practical, solutions-driven approach is designed to ensure you get the outstanding results you’re looking for.

Our Tax Process

Over the last 35 years, we’ve updated and fine-tuned our tax process, so you can feel confident that you’re in good hands.

Tax process
  • Schedule an Appointment

    Start by scheduling an appointment with us to discuss your needs. We’ll go over your business’ financial objectives and your individual tax goals and requirements.

  • Gather Your Documents

    Compile all of your documents, including receipts, tax forms, financial and account statements, and any other relevant forms and pages.

  • Meet With Us

    You can then choose to meet with us in person or remotely to review your documents together and get you ready to file.

  • Get Your Taxes Filed

    We will prepare your return and utilize our expert accounting software services to electronically file your return.

Income Tax Preparation FAQs

  • How much does an accountant cost for taxes in Chicago?

    The cost of a professional accountant can vary greatly based on your situation and which tax forms need to be filed. Fees can range anywhere from $400 to $15,000 depending on your personal situation. It’s relevant to note that individual taxes, such as filing just one W2, will be on the lower end, while more extensive returns, such as business and estate taxes, will cost more.

  • Is a CPA better than a tax preparer?

    The biggest differences between a CPA and a tax preparer are education, certifications, and experience. CPAs require a bachelor’s degree and pass AICPA’s (American Institution of Certified Public Accountants) four-part exam within an 18-month period. Tax preparers are not required to have a degree, and only some types require certifications.

Client Reviews

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An exceptional working relationship. I have been working with Susan Lewis, CPA for more than 20 years. She has provided excellent business and personal tax services, as well as small business advice. She and her staff are professional, knowledgeable, and responsive, and over the years, Susan's advice has been invaluable.
Donna Amstutz
Always a great experience! Makes you look forward to tax season. Sue goes above and beyond, and really makes you feel like family!
Greg Pace
Susan and her associates have been doing my taxes since my first job in 1997. There is nothing better than having a longstanding relationship with a financial advisor you can trust and who knows your history. My wife and I have always appreciated the peace of mind knowing our taxes were done accurately and our returns were maximized.
Marc Seitz
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Reach Out to Your Tax CPA

Not sure where to start with your taxes? Contact us!
Reach out to one of our accounting experts to find out how we make your life a little easier.

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