Income Taxes

Over the years, we have prepared thousands of income tax returns for individuals, businesses, trusts and estates.  All tax returns are prepared by a CPA using the latest software technology.  We are also available year-round to assist whenever you need solid income tax advice.

Accounting Services

For our small business clients, we are available to assist your bookkeeper in making the proper journal entries to keep your financial statements in good order.  We can also review your financial data with you to ensure that you are staying on top of your business.  Our accounting service ties well with income tax preparation for your business at year-end. 

Business Appraisals (Business Valuations)

What is your business worth?

There are many reasons to seek the answer to this question.  We are certified in providing business valuation services, and we have completed business valuations in a variety of circumstances and across numerous industries.  Our experience and training can help you determine the right answer to this question. 

We would be happy to discuss your situation to determine if our services are a good fit for your needs.  Depending on your circumstances, we may recommend a formal Valuation Engagement or a less formal Calculation engagement.   The two engagement types are discussed below.  

Valuation Engagement - The valuation engagement is a formal process whereby we apply a full-blown approach and document our results in a report which contains our conclusion of value. This approach is most often used when the appraisal is required to meet a burden of proof to an outside third party. When you opt for the valuation engagement, it is imperative that you work with a qualified, reputable valuator to give you the best chance of meeting your burden. This engagement is typically the most costly because more work is required. 

Calculation Engagement - A calculation engagement occurs when the client and valuator agree to specific valuation approaches, methods and procedures. Because it is so flexible, the resulting calculation of value may be documented orally or in writing. This engagement is typically lower cost to the client because less work is required.  The Calculation Engagement is useful when you need an 'idea' of what your business is worth, but you are not under any burden of proof to an outside third party.

About Our Firm

Founded in 1990, we are small accounting firm located in North Aurora, IL.  We stand apart with a strong reputation for high-quality, personal service.  Most of our clients are located in the western suburbs of Chicago, IL.  However, we do have clients in certain other states as many of our clients choose to stay with us as they move about.  We offer our clients Income Tax Return Preparation, Accounting Services, and Business Appraisals (Business Valuations).