what we do

Consulting Services

 

Are you feeling overwhelmed by the complexities of financial matters within your business?

Don’t worry, because we are here to provide you with the clarity and guidance you need. Our consulting services are specifically tailored to small and mid-sized businesses like yours, addressing your unique issues and concerns with precision.

Here are some critical questions that we can help you navigate through:

– What is the optimal structure for your new business – a Corporation, S-Corporation, or LLC?

– Have you considered incorporating your business if you have been operating as a sole proprietorship?

– Are you interested in exploring the advantages and disadvantages of running your business as an S-corporation?

– If you are facing annual tax burdens, we can help you understand why and provide effective strategies to reduce your tax obligations.

– As you anticipate revenue growth, let us guide you in implementing tax strategies to protect and maximize your profits.

– If your business is not meeting the financial milestones you had hoped for, we can assess your situation and offer actionable steps to propel you towards success.

– Discover various methods to extract funds from your company that can contribute to your personal wealth.

– Learn about the fringe benefits that your company can provide and find out which personal expenses it can cover without any repercussions from the IRS.

 

To address these inquiries and more, we follow our unique U.P.E. process. This involves conducting a thorough analysis of your business and personal circumstances to deliver tailored guidance that perfectly fits your individual needs.

Please keep in mind that consultations typically last a minimum of two hours for most issues. However, some matters may require a follow-up meeting for additional research and in-depth analysis to ensure that we provide the most suitable solutions for your business.

Let's have a quick chat today

Starting or expanding your small to mid-sized business may seem daunting, but with the right professional team by your side, it can become more achievable. We are excited to discuss your business goals and explore how we can support you. Schedule a phone conference with our CPA by clicking the button below.

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more of what we can do for you

Other Services

Special Needs for your small business

Given the number of challenges small business owners can face whether you’re in the start-up, growth or mature phase of business, there is no way we could ever list all we can do to assist you in handling the financial matters of your business.  We offer services that assist in training your staff in bookkeeping, consultation on overhauling your accounting department, to cleaning up multiple years of financial data for the purposes of filing overdue tax returns and more.  Fill out our “Request for a Proposal” form and let us know what your challenges are so we may determine how we can best service you!

Seeking to start a non-profit organization and obtain IRS Tax Exempt Status?

We not only help in setting up your non-profit organization, but we can help you get exempt status which will allow donors to give tax deductible donations to your organization.  We also provide annual tax filing services to non-profit organizations to help you avoid losing your tax exempt status.  Tell us what you’re looking for and we’ll provide you with a proposal for your requested services.

MBE/WBE/DBE CERTIFICATION

If your company is seeking to become certified with the State of Illinois, Cook County and other organizations, we can help you.  At first sight, these applications seem very simple to do yourself, but we’ve seen many clients get hung up in the process when certain documentation  is missing or certain questions are answered incorrectly which ends up delaying your application.  We can help you.  Request a quote below and we’ll talk with you soon!