Evanston Tax Preparation Services
Elite Tax Support for Evanston Professionals, Families, Investors & University-Affiliated Taxpayers
Evanston is one of Illinois’ most affluent and academically driven communities — shaped by:
- Northwestern University
- High-income professional families
- Real estate investors
- Tech & consulting professionals
- Students and graduate researchers
- Remote employees with multi-state income
- Retirees receiving pension/SSA
- Small business owners & creatives
Evanston taxpayers often manage:
- W-2 income from education, healthcare, tech, finance, law
- Student income + education credits
- Multi-state earnings (IL ⇄ WI, CA, NY, MI, TX)
- RSUs/ESPP equity compensation
- Rental properties in Evanston, Rogers Park, Skokie, Wilmette
- K-1 income from partnerships or real estate funds
- Blended household income from remote and local employers
- Investment & capital gains activity
Our Evanston tax team provides precision filing and advanced strategy tailored to the North Shore.
Why Evanston Residents Choose Our Tax Preparation Firm
- Licensed CPAs & EAs with deep Illinois expertise
- Specialists in university, education & research-related filings
- Experienced in high-income household optimization
- Experts in remote worker multi-state allocation
- STR/LTR rental depreciation accuracy
- Stock compensation reporting for tech & corporate clients
- Full bookkeeping cleanup
- IRS notices, audits & back-year corrections
- Transparent, flat-rate pricing
- MERNA™ strategy integrated into every return
Tax Preparation Services for Individuals in Evanston
We support:
- Northwestern faculty, researchers & graduate students
- High-income professionals & executive families
- Remote tech workers
- Healthcare staff
- Attorneys & consultants
- Real estate investors
- Retirees & pension recipients
- Multi-state earners
- 1099 contractors & creatives
- New residents relocating from high-tax states
Individual filing includes:
- Federal + Illinois tax preparation
- Education credits (AOC + LLC) for students
- Multi-state W-2/1099 allocation
- RSU/ISO/ESPP stock compensation reporting
- Rental & STR depreciation schedules
- Investment + capital gains reporting
- K-1 partnership reconciliation
- IRS audits & amended returns
- Estimated tax planning
- MERNA™ long-term tax optimization
We ensure Evanston residents receive maximum accuracy and savings.
Tax Preparation Services for Evanston Business Owners
Evanston’s business landscape includes:
- Consultants & professional firms
- Real estate investors & managers
- Creative agencies
- Therapy & wellness practices
- E-commerce businesses
- Restaurants & local retail
- Contractors & home services
- Multi-LLC entrepreneurs
Business services include:
- S-Corp, LLC, C-Corp & partnership filings
- Monthly bookkeeping + cleanup
- Payroll setup + compliance
- Multi-entity bookkeeping
- Asset depreciation & fixed-asset planning
- Quarterly forecasting
- Multi-state nexus support
- Audit-ready financial statements
- MERNA™ entity optimization
We help Evanston businesses stay compliant, profitable, and scalable.
What Sets Our Evanston Tax Preparers Apart
Evanston taxpayers often have:
- High-income W-2 earnings
- Student or academic-related income
- Multi-state remote work
- STR/LTR rental income
- Pension + Social Security combinations
- Partnership & fund K-1 income
- Stock compensation
- Side-business LLC activity
- Capital gains from investments
We understand:
- Northwestern-related tax filings
- Multi-state income + residency rules
- Stock compensation optimization
- Rental depreciation & investor tax planning
- High-income household deductions
- Contractor & consultant write-offs
- Retirement-phase tax planning
We don’t just file — we optimize your tax future.
Areas We Serve Across Evanston & The North Shore
Evanston
Northwestern University Area
Downtown Evanston
West Evanston
Central Street
Ridgeville
Skokie (adjacent)
Wilmette (adjacent)
Rogers Park (adjacent)
North Shore communities
What Evanston Clients Say
Real Client Case Study — Evanston, IL
Client: A.T. — Attorney + Real Estate Investor
Financial Mix: W-2 legal income + LTR rental + investments + K-1 + spouse W-2
Problem
- Rental depreciation missing
- Incorrect capital gains reporting
- Multi-state W-2 issues
- Inaccurate K-1 reconciliation
Solution
- Built depreciation schedules
- Fixed investment reporting
- Repaired multi-state allocation
- Cleaned K-1 partner data
- Applied MERNA™ strategy
Result:
$9,300 saved in the first year from depreciation fixes and improved investment/timing planning.