Personal Income Tax Preparation

Individual returns for business owners — coordinated with your business filing to lower your total tax.

We prepare personal returns for business clients only

We specialize in business tax and accounting, and we aren't accepting new clients for personal tax preparation on its own. If you're a business client, we're glad to handle your personal return as part of your overall relationship — coordinated with your business filing.

For Our Business Clients

Personal Returns That Work With Your Business

We find every deduction and credit you're entitled to and keep you compliant with current tax law.

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Personalized Tax Strategy.: We create customized tax strategies based on your unique financial situation to maximize deductions and minimize tax liability.
Year-Round Support.: Our tax professionals are available year-round to answer questions, provide guidance, and help you plan for future tax seasons.
Business-Savvy Advantage.: Whether you're filing as an individual, sole proprietor, or alongside an S-Corp or LLC, our team ensures your deductions are fully optimized and your reporting is accurate, compliant, and strategic.

Thorough & Accurate

What's Included in Our Tax Preparation

We prepare your return with care, making sure every deduction and credit is accounted for and every form is filed correctly.

Federal & Illinois State Returns: We prepare and e-file both your federal Form 1040 and Illinois state return, coordinated with your business return to lower your total tax.
Schedules C, D & E: Self-employment income, capital gains and losses, rental property income — we handle the supporting schedules that turn a simple return into a complete one.
Estimated Tax Calculations: We calculate your quarterly estimated tax payments for the upcoming year so you avoid underpayment penalties and aren't caught off guard at filing time.
IRS & State Correspondence: If you receive a notice from the IRS or Illinois Department of Revenue about your personal return, we'll review it, respond on your behalf, and work to resolve the issue.

How It Works

Our Tax Preparation Process

Filing your taxes should be straightforward. Here's how we make it happen.

1 Document Collection: Upload your W-2s, 1099s, and supporting documents through our secure portal — we send a personalized checklist so nothing gets missed.
2 Preparation & Review: We prepare and review your return for accuracy, deductions, and credits, and flag anything that needs your attention before filing.
3 E-File & Payment Planning: Once you approve, we e-file with the IRS and state and walk you through any balance due or estimated payments for next year.

Experience That Matters

Common Situations We Handle

Most of the personal returns we prepare fall into one of these situations.

Freelancers & 1099 Contractors.: Self-employment income requires Schedule C, quarterly estimated taxes, and careful tracking of business expenses. If you're earning consistent income, forming a business entity could save you significantly on taxes.
Business Owners.: If you own an S-Corp or LLC, your personal and business tax returns work together. We coordinate both to optimize your overall tax position.

Professional Expertise

The CPA Advantage

Software can fill in the boxes, but it can't see how your personal and business returns affect each other. Because we handle both, we coordinate your owner compensation, distributions, and entity-level filing with your personal return — so the full picture is optimized together, not one form at a time. And if the IRS ever has questions, you have the licensed CPA who prepared the return ready to respond on your behalf.

Related Services

Explore other ways we can help your business.

Personal Taxes, Handled With Your Business

As a business client, your personal return is prepared alongside your business filing — coordinated to keep your overall tax bill as low as the law allows.

Schedule a Meeting Call (847) 954-2163