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Tax Services
Helping you with all aspects of your personal and professional finances helps us most effectively report and manage your taxes. Our goal is to streamline your bookwork and get the most benefit from all eligible tax deductions possible.

To make tax time as stress free as possible, we're glad to provide you with either an electronic or hard copy tax organizer, and we fully support filing electronically to expedite your tax refund.

Business Accounting Services
     New Business Consultation and Setup
     Business Bookkeeping, Sales Tax, and Payroll Tax Services
     Financial Statement Review & Compilation
     Income Tax Planning & Preparation
     Problem Resolution Services
     Business Analysis and Consultation
     Marketing Analysis
     Strategic Business Planning
     Employee Benefit Reviews and 401K Plan Setup
     Tax Planning for Business Owners
     Basic Incorporation Processing
     Corporate Book Review and Update Services
     Quickbooks Professional Advisor Services
     Illinois TaxNet Service Bureau Provider

Individual Tax Services
     Tax Planning
     Tax Preparation
     Problem Resolution
     Strategies for High Net Worth
     Stock Option Exercise Planning
     Multi-state and Relocation Planning
     Estate and Gift Tax Planning
     AMT Reduction Strategies


 

 


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Your professional financial partners; David Swisher, CFP and Kelli Swisher, CPA.

Knowledgeable and experienced, we're here to help you find efficiencies for your money.