Accounting and tax preparation for individuals and families
Since 2011, we’ve provided professional tax preparation services for individuals and families in Chicagoland, around the U.S., and worldwide.
Individual Tax Return Preparation
Annual tax preparation helps you to:
Tax Consultation & Planning
Tax consultation and planning helps you:
Not at all! We take pride in being accessible to our clients and are conveniently located in the Rogers Park neighborhood. In the past, we’ve welcomed in-person appointments, but have also worked remotely with local, out-of-state, and international clients. However, we will be conducting all of our appointments remotely for the foreseeable future due to the Coronavirus pandemic.
We work with individuals as well as families. We are well-versed in joint returns, married filing separately, and everything in-between. However, if you own a small business, we will likely refer you to our sister company, Bloom Small Business Services.
In the 2019 tax season, we worked from our office and respective homes to get our clients’ tax returns filed on time. However, instead of meeting in-person, we asked that everyone emailed in their documents or dropped them off in our foyer. We will gladly take phone appointments and Zoom calls through the 2020 tax season. Feel free to schedule your tax review here, and we hope to welcome you back to our office soon!