Who We Serve: Tax and Accounting for Every Kind of Client
Our CPA firm serves families, employees, visa holders, freelancers, business owners, investors, nonprofits and estates in Naperville, Chicagoland and nationwide.
Tax rules do not treat everyone the same. A salaried employee on an H-1B visa, a physician with a side practice, a gas station owner, a startup founder with stock options and a temple board treasurer each face different forms, different deadlines and different risks.
Pick the page that sounds most like you to see the issues we usually find, the deductions and credits that are often missed, the records to keep and the deadlines that matter. If you fit more than one description, read each one; many of our clients do.
We serve clients in Naperville, Aurora, all of Chicagoland and in every state. Many clients have family, accounts, property or businesses in India, so see our Indian CPA and NRI tax section as well.
Individuals and families
Households, employees and retirees.
Tax Help for Individuals and Families
Credits, filing status, dependents and Illinois rules for households that want an accurate return and fewer surprises.
Read moreTax Help for Salaried Employees
Withholding, retirement limits, bonuses, stock pay and new deductions for W-2 employees in Chicagoland and beyond.
Read moreTax Help for Seniors and Retirees
Social Security, RMDs, the new senior deduction, charitable IRA gifts and Illinois retirement-income rules explained.
Read moreVisa holders, students and new immigrants
Residency rules, foreign accounts and first-year filings.
Tax Help for H-1B and Other Work Visa Holders
Residency tests, foreign account reporting, spouse ITINs and state returns for H-1B and other work visa holders.
Read moreTax Help for International Students on F-1 and OPT
Form 8843, Form 1040-NR, FICA exemption and the five-calendar-year rule for F-1, J-1 and OPT students.
Read moreTax Help for Green Card Holders and New Immigrants
First-year residency rules, worldwide income, foreign accounts, gifts from family abroad and Illinois filing for new U.S. residents.
Read moreSelf-employed people and professionals
Freelancers, drivers, physicians, technology consultants and creators.
Tax Help for Self-Employed People and Freelancers
Schedule C, self-employment tax, quarterly estimates, the QBI deduction and records for freelancers and independent contractors.
Read moreTax Help for Gig and Rideshare Drivers
Mileage logs, 1099-K and 1099-NEC income, the tips deduction and estimated taxes for rideshare and delivery drivers.
Read moreTax Help for Physicians and Healthcare Professionals
W-2 versus 1099 work, practice entities, retirement plans, student loans and deductions for physicians and clinicians.
Read moreTax Help for IT Consultants and Tech Professionals
W-2, 1099 and corp-to-corp setups, travel, multi-state income and software development costs for tech professionals.
Read moreTax Help for Content Creators and Influencers
Brand deals, free products, platform payouts, equipment deductions and sales tax for creators and influencers.
Read moreTax Help for E-Commerce and Online Sellers
1099-K reporting, inventory and cost of goods, marketplace sales tax and deductions for online sellers.
Read moreBusiness owners
Small businesses, founders, restaurants, retail, motels, trucking, contractors and real estate.
Tax and Accounting Help for Small Business Owners
Entity returns, payroll, depreciation, owner pay and year-end planning for small business owners in Illinois and beyond.
Read moreTax and Accounting Help for Startups and Founders
Entity choice, founder stock, QSBS, R&D credits, start-up costs and foreign-owner reporting for early-stage companies.
Read moreTax and Accounting Help for Restaurants and Retail Stores
Tip reporting, sales tax, cash and POS controls, inventory and payroll for restaurant and retail owners.
Read moreTax Help for Convenience Stores, Gas Stations and Motels
Cash controls, tobacco, fuel, lodging tax, depreciation and payroll for convenience store, gas station and motel owners.
Read moreTax Help for Truckers and Transportation Businesses
Per diem, Form 2290, IFTA and IRP records, equipment and owner-operator tax issues for truckers and carriers.
Read moreTax and Accounting Help for Construction and Contractors
Worker classification, job costing, long-term contract methods, equipment and payroll for contractors and trades.
Read moreTax Help for Real Estate Investors and Landlords
Depreciation, passive loss limits, short-term rentals, sales, 1031 exchanges and Illinois rules for real estate investors.
Read moreInvestors, nonprofits and estates
Portfolios and crypto, tax-exempt organizations, trusts and inheritances.
Tax Help for Investors and Crypto Holders
Capital gains rates, Form 8949, crypto reporting, 1099-DA, foreign funds and planning for investors.
Read moreTax and Accounting Help for Nonprofits and Religious Organizations
Exemption applications, Form 990 filings, donor receipts, clergy compensation and payroll for nonprofits and houses of worship.
Read moreTax Help for Estates, Trusts and Inheritance
Final returns, Form 1041, basis step-up, inherited IRAs, estate and gift tax limits and foreign inheritances.
Read moreIs this your situation?
Tell us about it. We will explain what applies to you and what to do next.