Law Firms & Attorneys have special requirements:  IOLTA & Trust Accounts, time tracking & billing systems such as MyCase & Prolaw, all require an exceptional attention to detail, as well as in depth knowledge of your business.  We work with several Chicago area firms and have the proven experience to be your CPA partner.

Attorneys & Law Firms

Navigating sales tax compliance can be difficult.  Very large companies specialize in this field and the big accounting firms have dedicated teams - both are expensive solutions.   We know the sales tax landscape and are an affordable alternative for the small business owner.  We offload these complex tax issues and let you focus on your business and sell more product!

  • Amazon Sales Nexus
  • Multi-state & Multi-jurisdiction
  • Illinois & Cook County Sales Tax​

Payroll

​​We service many local restaurateurs, working closely with their onsite bookkeepers or maintaining their books.  We are POS experts, ensure payroll and sales tax compliance, and our monthly financial statements make sure the business stays profitable and on track.

Restaurants

Real Estate

​​One of our largest specialties is Real Estate.  Our clients consist of real estate developers, lawyers, brokers, investors, lenders, lanlords, etc  We know the tax code revolving around real estate intimately and will minimize your tax burden and maximize your return.


Whether you are a Sole Proprietor, S-Corp, Partnership, or just own rental property, we are experts and will provide tax planning guidance for this year and into the futre.

Quickbooks Online

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Our team is QBO certified.  We are here to help our clients learn and master the amazing benefits of this cloud-based accounting package.  It is online and accessible anytime-anywhere!

  • We offer wholesale pricing 50% less than retail
  • We will set up the whole package and  provide training for your whole team
  • Write invoices in the field and have your customers automatically pay via debit or credit
  • Auto post your AR to invoices
  • Integrate payroll
  • Track sales tax, inventory
  • Track and bill time
  • Differentiate product sales from service
  • Have us manage it all remotely and guide you to success!

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Payroll is necessary for the majority of businesses, but can be painless!  Let us take care of the details and compliance so that you can focus on your day to day business.  We offer experienced payroll staff that is accessible by phone or email to process your payroll.  No calling into a call center, you know who is handling your account, always.

  • Direct Deposit or paper paychecks
  • Weekly to Quarterly pay cycles
  • 1 to 100's of employees
  • Multi-State payrolls
  • Quarterly and Annual Payroll Tax Return Preparation, 941's, 940, State Reporting, W-2's, 1099's
  • Prepared on your system or our system


Sales Tax 

The end of the year is for holiday cheer, friends, and family - not last minute tax decisions.  When you work with our firm, we plan with you year round to minimize your tax burden and eliminate those large, year-end tax surprises!  Our CPA's have decades of experience and constantly stay apprised of the latest tax regulations.

  • Monthly or quarterly business reviews to stay on top of your business financials
  • Business or personal financial strategies and planning to minimize your tax bill
  • We will expertly prepare your 1040, 1120(S), 1120 or 1065, 1120(H) or 990
  • Retirement Plan Counseling - 401(k), Roth and traditional IRA, SEP, SIMPLE-IRA's, Defined Benefit Plans
  • Affordable Care Act (Obama Care) have you confused?  Call us!
  • We excel at Individual Tax Return Preparation!

Tax

Philosophy


CPA strives to be your “CFO” and work as a partner in your business, looking out for your best interest and helping your company grow.  Our goal is to automate and simplify your operations, freeing you to focus on your business!

Unlike most firms, we don’t charge by the hour.  Call us anytime for business and accounting advice or financial guidance.  

Our business accounting services were designed to provide you with rock-solid analysis and timely information so you always understand your business’ health and financial position.


Accounting & Bookkeeping

We offer a full range of services and will custom tailor our approach to best serve your needs....

  • Full Service - A/P, A/R and payroll along with bank and credit card reconciliations resulting in monthly financial statements
  • Basic Service - Bank and credit card reconciliations on your system or ours resulting in monthly or quarterly financial statements
  • Setup - We will establish your business' books, establish a chart of accounts, and train you on the easy to use Quickbooks Online