Naperville, Illinois · Serving all 50 states
Naperville CPA for tax, payroll and accounting
Tax planning and preparation, bookkeeping, payroll, business formation, equity planning, working capital and loan packages, and IRS representation, for individuals and businesses in Naperville, Aurora, Chicagoland and across the United States.
- Federal, state, county and city taxes
- Individuals, businesses, nonprofits and estates
- US-India tax for NRIs and Indian-Americans
What we do
One firm for your taxes, your books, your payroll and your growth plans, so the numbers agree everywhere they are reported.
Tax Planning
Projection-based planning that tests tax decisions before year-end, for individuals, business owners, investors and professionals.
Read moreIndividual Tax Preparation
Federal and state personal returns for simple and complicated situations, prepared and reviewed by a CPA firm.
Read moreBusiness Tax Preparation
Federal and state returns for sole proprietors, LLCs, partnerships, S corporations and C corporations, with owner-level coordination.
Read moreMulti-State and Local Tax
Nexus reviews, nonresident returns, pass-through entity taxes and local income tax filings when income crosses state lines.
Read moreSales and Use Tax
Nexus reviews, state registration, taxability, exemption certificates and return filing for sellers who collect sales tax.
Read moreReal Estate Investor Tax
Rental income, depreciation, passive loss limits, 1031 exchanges and property sales for landlords and real estate investors.
Read moreInternational and Expat Tax
US-India and global tax compliance: foreign accounts, foreign entities, tax credits, treaties, expats and nonresident returns.
Read moreIRS and State Tax Representation
CPA representation for IRS and state audits, notices, collection and penalty relief under a signed power of attorney.
Read moreBookkeeping
Monthly bookkeeping, reconciliations and catch-up cleanup that keep your records ready for tax returns, lenders and decisions.
Read moreAccounting and Financial Statements
Month-end close, adjustments and financial statements prepared on the basis your lender, investor or owner needs.
Read morePayroll Services
Payroll and payroll tax filings for federal, state, county and city, including multi-state employees and S corporation owners.
Read moreVirtual CFO and Advisory
Budgets, KPIs, monthly management reporting and cash-flow planning for owners who need CFO-level guidance without a full-time hire.
Read moreBusiness Formation and Entity Selection
Entity selection, EIN, S-election timing and tax setup for new businesses, coordinated with your attorney.
Read moreEquity Planning and Management
Tax planning for founder shares, stock options, RSUs, 83(b) elections and QSBS, coordinated with your attorney.
Read moreWorking Capital Management and Bank Loans
Cash-flow forecasting, collections and payables discipline, and lender-ready packages for bank and SBA loan applications.
Read moreFor NRIs and Indian-Americans
Indian CPA for US-India tax
If you have bank accounts, mutual funds, property, family or a business in India, U.S. tax reporting has extra layers: FBAR, Form 8938, PFIC rules for Indian mutual funds, foreign tax credits and gift reporting. Mistakes here carry some of the largest penalties in the tax code.
We handle the U.S. side and can coordinate with your Chartered Accountant in India so both filings tell the same story.
IRS notice, penalty or audit?
Do not ignore it, and do not panic
Most IRS letters have a response date and a fix. Our library explains the notices people receive most often, the penalties behind them, and how to get relief or set up a payment plan.
Plain-English tax guides
Learn the rules before you file
Our guides rewrite IRS instructions and publications in plain language, with the tax year stated, worked examples and links to the official source.
Who we serve
Every kind of taxpayer: from a salaried household to a multi-location business.
Naperville, Aurora and Chicagoland, and every state
Meet at our Naperville office by appointment or work with us remotely. We file in all 50 states and handle county and city level taxes.
Common questions
Do you work with clients outside Illinois?
Yes. We prepare federal returns and state, county and city filings for clients in every state, and we run payroll in multiple states. Most of the work can be done securely online or by phone; you are welcome to meet at our Naperville office by appointment.
Can you help with an IRS notice or letter?
Yes. Bring or send the notice and we will tell you what it means, whether it looks right, what your options are and how to respond before the deadline. With a signed power of attorney (Form 2848) we can speak with the IRS for you. Our notice library explains the most common ones in plain English.
Do you understand US and India tax rules together?
Cross-border situations are a focus: FBAR and Form 8938 for Indian accounts, Indian mutual funds (PFIC), NRE and NRO accounts, property in India, gifts from relatives and foreign tax credits. We handle the U.S. side. Indian tax filings are governed by Indian law and are usually handled by a Chartered Accountant in India, and we can coordinate with yours. See Indian CPA and NRI tax.
What does payroll include?
Payroll runs, federal and state deposits and quarterly returns, year-end W-2 and 1099-NEC filings, new-hire reporting and, where they apply, county and city payroll taxes. See payroll services and our payroll guides.
What does it cost?
Fees depend on the scope of work, the complexity of your return or books and the volume of transactions. We quote fees in a written engagement agreement before any work begins, so you know the price in advance.
How do I get started?
Contact us to schedule a consultation. We will ask a few questions, explain what we would do and what we need from you, and send an engagement agreement. Work begins after it is signed.
Talk to a CPA about your situation
Tell us what you need. We will explain what we would do, what we need from you and what it involves, before any work begins.