Services
Everything for your personal taxes.
We focus only on individuals and estates — not businesses — so your return gets our full attention.
Individual income tax returns
Federal and Illinois returns for singles, couples, and families — W-2s, retirement income, and more.
Investment income
Dividends, capital gains, and brokerage statements, reported accurately and explained clearly.
Estate tax returns
Guidance for executors and families settling a loved one's affairs.
Trust returns
Fiduciary returns prepared with attention to every detail.
Wealth transfer & gifting
Understand the tax side of gifts and inheritances before you make decisions.
Prior-year & amended returns
Catch up on unfiled years or correct a past return.
IRS & state letters
Got a notice? Bring it in — we'll help you understand it and respond.
Year-round questions
We're not just here in April. Call any time something changes.
Let's take the stress out of tax season.
Call the office or send us an email to set up a time to sit down together.