"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the
treasury. There is not even a patriotic duty to increase one's taxes.  Over and over again the Courts have said that there is nothing sinister
in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any
public duty to pay more than the law demands."

- Honorable Learned Hand, U.S. Appeals Court Judge, Helvering v. Gregory, 69 F.2d 809 (1934).

Business Tax Services

Once cash flows have been stabilized, the next concern is income taxes. For a highly profitable business, income taxes could be your highest expense.

Minimizing income taxes requires a holistic approach, balancing the benefits of such planning and the costs of implementing and operating such planning.

I possess over nineteen years of experience preparing closely held business tax returns and conducting planning meetings. I also earned a Masters in Science in Taxation from Northern Illinois University (4.0 out of 4.0 GPA).  If you want something done both creatively but lawfully, I am your tax professional!  See About Us for additional information about my qualifications.

Examples of ways that I have helped business owners like you minimize tax bills after determining that the benefits exceeded the costs:

• Adopting IRS-acceptable accounting methods that minimize revenue recognition and accelerate deductions.
• Recommending economic transactions that allow money to be put back into your pocket with a minimal amount of tax outlay through retirement plans, incorporating, filing a S election, and other means.
• Planning estate tax reductions and for ownership succession through life insurance funded buyouts, gifting, employee stock compensation plans with vesting requirements, trust creation and other techniques.
• Determining ways to handle out of state taxes. States are looking at out of state business to close their budget gaps since non-resident businesses do not vote in elections. I have assisted in minimizing exposure to these states. However, an assessment needs to be made to determine whether paying taxes in both states reduces the overall taxes! I can help in both of these functions.

These are just some of the ways that my firm can help you meet your accounting needs!  Contact us now to help your business grow!

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Individual tax services

Call and we can discuss whether utilizing me to prepare your personal income taxes makes sense. Generally, you should consider utilizing me if you, your spouse, or domestic partner:

• Are self-employed or have a business on the side;
• Possess real estate other than your personal residence;
• Hold significant investments;
• Are expecting to start a business or acquire real estate other than your personal residence; OR
• Were you appointed the administrator of an estate of a person who just passed away?

I possess over nineteen years of experience preparing more complicated individual tax returns and conducting planning meetings. I also earned a Masters in Science in Taxation from Northern Illinois University (4.0 out of 4.0 GPA).  If you want something done both creatively but also lawfully, I am your tax professional!  See About Us for additional information about my qualifications.

Examples of ways that I have helped individuals like you minimize tax bills after determining that the benefits exceeded the costs:

• Utilizing depreciation rules to minimize your income taxes;
• Performing "what if" projections including for AMT; and
• Helping your small business accelerate its deductions.

These are just some of the ways that we can help you meet your financial goals! Contact us now to help!

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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on initially choosing the entity type that best fits your particular circumstances or restructuring your current entity at the point it becomes advantageous.

IRS Representation & Problem Resolution
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Succession planning

Do you have a successor? What are your plans? Sell out? It is never too early to plan for these events. If you are asking these questions in the year of your planned retirement, it may be too late. There are many strategies and techniques from a tax and financial perspective that could help. And you may need to modify some activities to achieve those goals.

These are just some of the ways that we can help you meet your tax needs! Contact us now to help!