Chicago Tax Preparation Services
Elite Tax Support for Chicago’s Professionals, Executives, Investors & Business Owners
Chicago is an economic powerhouse — finance professionals, attorneys, medical workers, engineers, creatives, tech employees, consultants, business owners, and multi-state commuters across Illinois, Indiana, and Wisconsin. These individuals need precise tax preparation and advanced oversight far beyond basic filing.
Most Chicago tax preparation clients manage:
● W-2 income (finance, consulting, healthcare, tech, legal)
● 1099 contractor or consulting income
● Multi-state exposure (IL, IN, WI + remote state filings)
● Rental properties (Lincoln Park, West Loop, River North, Hyde Park, Wicker Park)
● RSUs, ISOs, ESPPs & stock compensation
● K-1 income from partnerships & private funds
● LLC + S-Corp ownership
● Investment-heavy portfolios
● Pension + Social Security income
● Short-term rentals (Airbnb)
Our Chicago tax preparation team provides accuracy, clarity, and long-term financial structure.
Why Chicago Residents Choose Our Tax Preparation Firm
● Licensed CPAs & EAs with 40+ years combined experience
● Specialists in finance, healthcare, tech, legal, and corporate income
● Multi-state filing expertise for IL–IN–WI commuters
● Rental depreciation, STR strategy & K-1 optimization
● RSU and stock compensation reporting accuracy
● Full-service bookkeeping + multi-year cleanup
● IRS notices, audits & prior-year corrections
● Transparent flat-rate tax preparation pricing
● Year-round financial oversight
Your tax preparer must understand Chicago’s complex, multi-industry income patterns — ours do.
Tax Preparation Services for Individuals in Chicago
We support professionals, families, investors, healthcare workers, and multi-state commuters with full-spectrum tax preparation.
Individual tax preparation services include:
● Federal & Illinois filing
● Multi-state W-2/1099 corrections & allocation
● RSU/ISO/ESPP stock compensation reporting
● Rental property accounting + depreciation schedules
● K-1 reconciliation for partnership/fund income
● Pension + SSA income planning
● Investment & capital gains reporting
● IRS audits, notices & amended returns
● Estimated tax planning
We ensure your financial life stays accurate, compliant, and optimized.
Tax Preparation Services for Chicago Business Owners
Chicago’s business ecosystem includes finance firms, medical practices, construction companies, tech startups, real estate investors, restaurants, logistics operators, agencies, and professional service firms.
Business tax preparation services include:
● S-Corp, LLC, C-Corp & partnership filings
● Monthly bookkeeping + cleanup
● Payroll setup, support & compliance
● Multi-entity bookkeeping (business + rentals + investments)
● Depreciation & fixed asset management
● Quarterly projections + financial forecasting
● Audit-ready financial statements
● Multi-state business filing support
We help Chicago business owners maintain stability, compliance, and scalability.
What Sets Our Chicago Tax Preparers Apart
Chicago residents often have layered financial systems and complex income flows.
We understand:
● Finance & consulting income cycles
● Medical & legal compensation
● Multi-state relocations (IN/WI/MI ⇄ IL)
● Rental property & STR depreciation
● K-1 income + private fund investments
● Equity compensation for tech & finance
● Multi-LLC structuring
● Blended W-2 + 1099 careers
● Capital gains optimization
● Retirement-phase planning
We don’t just file — we fix, streamline, and elevate your tax foundation.
Areas We Serve Across Chicago & Surrounding Suburbs
Chicago
Lincoln Park
Wicker Park
River North
West Loop
Gold Coast
Lakeview
Hyde Park
Logan Square
South Loop
Bucktown
Evanston
Oak Park
Skokie
Wherever you live across Chicagoland, our tax preparation team supports your entire financial life.
What Chicago Clients Say About Our Tax Preparers
Real Client Case Study — Chicago, IL
Client: B. Carter — Finance Professional + Multi-Property Investor
Financial Mix: W-2 + RSUs + rental income + K-1s + dividends
Problem:
Multi-state errors, incorrect depreciation, messy bookkeeping, equity comp mistakes.
What We Did:
● Corrected IL/IN multi-state filings
● Rebuilt depreciation across two rentals
● Cleaned multi-year RSU basis & vesting data
● Reconciled bookkeeping and investment reporting
● Cleaned K-1 and fund statements
Result:
$25,600 in annual tax savings.
Work With a Chicago Tax Preparation Firm That Understands Multi-Source, Multi-State Financial Lives
We offer a free tax preparation consultation for Chicago residents.
We’ll analyze your income, equity, rentals, multi-state exposure, and business structure to uncover immediate tax-saving opportunities.