OUR TAX SERVICES RATES IN ROCKFORD, IL

Perfect for businesses with a single account needing monthly bookkeeping support. Includes 2 hours of bookkeeping with additional hours at $95/hr.

• Single Account — one bank account or credit card reconciled monthly
• 2 Hours Included — additional hours billed at $95/hr
• Monthly account reconciliation
• Profit and loss statements
• Sales tax reporting included
• Balance sheet reports
• Reports turned in by the 10th, completed by the 20th
• Payroll not included — starts at $95 for up to 5 employees

Ideal for businesses with two active accounts needing comprehensive monthly bookkeeping. Includes 5 hours with additional hours at $95/hr.

• Two Accounts with Activity — two bank accounts or credit cards reconciled monthly
• 5 Hours Included — additional hours billed at $95/hr
• Monthly account reconciliation
• Profit and loss statements
• Sales tax reporting included
• Balance sheet reports
• Reports turned in by the 10th, completed by the 20th
• Payroll not included — starts at $95 for up to 5 employees

Our most comprehensive package for businesses with up to four accounts needing extensive monthly bookkeeping support. Includes 12 hours with additional hours at $95/hr.

• Up to Four Accounts — four bank accounts or credit cards reconciled monthly
• 12 Hours Included — additional hours billed at $95/hr
• Monthly account reconciliation
• Profit and loss statements
• Sales tax reporting included
• Balance sheet reports
• Reports turned in by the 10th, completed by the 20th
• Payroll not included — starts at $95 for up to 5 employees

Designed for uncomplicated filings that include W-2 income and standard deductions. This service provides reliable filing for your core tax obligations.

• Preparation and electronic filing of your Federal Form 1040
• Preparation and filing of your Illinois IL-1040 state return
• Analysis of standard income statements including W-2s and interest forms
• Implementation of the standard deduction as applicable
• A concluding consultation to walk through your tax results

The preferred choice for property owners and investors in our area dealing with itemized write offs and various revenue sources. This tier includes proactive planning designed to improve your immediate tax position.

• All services from the Essential Tax Filing tier
• Thorough analysis and preparation for itemized deductions
• Meticulous completion of Schedule E for rental income and deductions
• Calculation and optimization of investment income and losses
• Analysis of retirement account distributions and contributions
• A dedicated tax planning session for the upcoming year

Our highest level of support for intricate tax scenarios that include self employment income, sophisticated portfolios, or out of state obligations. This creates a continuous strategic alliance built around your sustained financial success.

• The complete offering of the Comprehensive Tax Solution option
• Meticulous filing for self employment and business profit/loss
• Consultation on the tax implications of different business structures
• Handling of complex investment income from K-1s and fiduciary returns
• Multi state tax return preparation for income earned outside Illinois
• Regular estimates of your tax liability and required payments
• Unlimited priority access for tax questions and planning discussions
• A comprehensive midyear financial review and strategy adjustment

This entry level solution offers meticulous handling of your primary business tax forms. Ideal for companies seeking reliable compliance looking for dependable accuracy.

• Meticulous drafting and filing of your core business tax documents
• Thorough examination of your earnings and routine business write offs
• Accurate assessment of your required Illinois tax payments
• A scheduled consultation to walk through your completed filing

This enhanced tier builds upon the essentials with strategic insight focused on optimizing your overall tax position. Suited for entities with more complex finances looking for year round guidance.

• All services from our foundational tier
• Detailed search for specialized business deductions and local tax credits
• Strategic consultation on business entity structure and tax implications
• Projections and notifications for your required quarterly tax installments
• Year round support via phone and email for your tax questions

Our most comprehensive offering ensures authoritative tax leadership for businesses with sophisticated financial needs. This all inclusive option features continuous strategy, accurate preparation, and professional support.

• All services included in the Strategic Business Advisor package
• Sophisticated strategic planning with future forecasts and what if analysis
• Total audit readiness with our enrolled agents acting as your authorized representatives
• Analysis of complex transactions like mergers, acquisitions, and property sales
• Your assigned tax executive and expedited access for all strategy sessions

Perfect for new Rockford entrepreneurs seeking fundamental financial direction. This package provides a solid starting point for understanding your current position.

• An in depth analysis of your existing operations
• Pinpointing your most critical operational challenges
• A personalized strategy document with clear recommendations
• A single strategy session to discuss implementation

The preferred choice for growing companies in our area prepared to execute a detailed growth plan. This detailed program delivers proven frameworks and dedicated advisory partnership.

• All components from the basic package
• Creation of a comprehensive annual growth roadmap
• Scheduled check ins for progress tracking and course correction
• Profitability assessment and revenue enhancement strategies
• Market positioning analysis for the Rockford area

The ultimate consulting engagement for serious Rockford enterprises aimed at creating a legacy business in Illinois. This elite partnership delivers a true extension of your executive leadership team.

• Every feature included in the mid tier package
• Priority scheduling and direct line communication
• Comprehensive biannual business performance audits
• Complex entity structuring and multi year wealth building plans
• Organizational structure design and talent management systems
• Referrals to vetted legal, financial, and marketing specialists

Ideal for clients looking for a solid starting point with a structured approach to their annual tax planning. It establishes the necessary framework to make informed financial decisions.

• A detailed analysis of your previous year's tax situation to establish a baseline for future strategy
• Preparation of a tailored forecast of your tax liability using your existing financial data
• Actionable advice on optimizing retirement savings to reduce your taxable income effectively
• Identification of key Illinois specific deductions which can benefit your financial picture

Our most popular package offers a complete solution for ongoing strategic tax guidance throughout the year. It elevates your approach from reactive to proactive into a dynamic component of your overall financial health.

• Everything included in the Essential Tax Blueprint plus enhanced strategic oversight
• Scheduled consultations each quarter to adapt strategies to new financial developments
• Advanced income shifting strategy analysis to smooth out your tax liability over time
• Charitable giving optimization and planning including donor advised fund recommendations
• Strategic oversight of your portfolio for tax purposes to offset capital gains intelligently

Designed for high net worth individuals and business owners, this elite service ensures a fully integrated approach to minimizing your lifetime tax burden. We provide an unparalleled level of service aimed at transforming tax strategy into a significant competitive advantage.

• All services included in the Comprehensive Tax Strategy package with enhanced customization and direct access
• Seamless integration with your investment and legal teams to ensure a unified, tax aware strategy
• Sophisticated business entity review and optimization designed to minimize self employment and business taxes
• Multi generational wealth transfer and estate tax planning incorporating Illinois trust law considerations
• Guaranteed availability for urgent tax related decisions whenever significant financial events occur

This initial service tier offers taxpayers receiving initial collection letters seeking to stop enforced collection actions quickly.

• Thorough review of your tax debt documents and IRS correspondence
• Completing and filing forms to pause enforced collection actions
• Fundamental work to secure a temporary installment arrangement
• Managing IRS interactions and updates for the initial resolution phase

The standard solution offers a full service option for individuals with complex IRS debt looking for a definitive resolution to their tax burden.

• Everything included in the Essential Resolution package
• In depth financial analysis to determine your optimal resolution path
• Expert negotiation for an Offer in Compromise or long term installment agreement
• Complete handling of the entire application package and evidentiary support
• Ongoing expert representation before the IRS until your case is closed

Our highest level of service is an authoritative solution for severe and multifaceted tax problems involving audits, appeals, or substantial business tax debt.

• Everything included in the Standard Settlement package
• Aggressive negotiation for full penalty abatement and interest reduction
• Expert defense during IRS examinations, appeals conferences, and CDP hearings
• Strategic tax planning consultation to prevent future issues
• Priority access to our senior enrolled agent for the duration of your case

Our basic tier provides precise preparation and timely submission of your core corporate tax return. Ideal for straightforward entities seeking reliable compliance.

• Accurate completion and submission of your IRS Form 1120
• Preparation of your required Illinois corporate tax return
• Analysis of common corporate expense categories
• Digital filing service including government acknowledgments

Our most popular service combines meticulous preparation with intelligent planning to actively identify savings and optimize your tax position. Tailored for growing businesses in the Rockford area.

• Complete preparation and filing as described in our basic package
• Detailed examination of business niche related tax advantages
• Strategic advisory session focused on future tax liability
• Support and guidance for basic IRS correspondence
• Estimate of future liabilities accompanied by scheduled notifications

This top tier offering delivers full spectrum corporate tax stewardship tailored for sophisticated organizations and executives requiring elite service. This white glove approach makes corporate taxation a lever for growth.

• Complete access to the benefits outlined in our advanced package
• Expert evaluation of nationwide filing requirements and submission
• Comprehensive audit support services including direct authority representation
• Customized tax strategy roadmap with quarterly review meetings
• Direct access to your dedicated corporate tax specialist
• Analysis of complex transactions including mergers, acquisitions, or asset sales

Designed for simple fiduciary situations demanding core filing services and reliable execution. This service provides the necessary foundation for meeting Illinois and federal obligations.

• Meticulous drafting and filing for the fiduciary income tax return
• Preparation of the corresponding Illinois fiduciary tax return
• Core assistance with asset listing and valuation
• A single detailed consultation with the appointed fiduciary

A full service option built to handle the detailed requirements of ongoing trust management. This tier provides extensive support throughout the entire process from start to finish.

• All services from the foundational tier plus enhanced support
• Comprehensive analysis of heir distributions and liability management
• Year round advisory services and responsive strategy sessions
• Representation and communication with the Illinois Department of Revenue
• Support for detailed pass through income reporting and beneficiary statements

Our most advanced offering for substantial trusts seeking maximum tax efficiency and legacy preservation. This elite tier provides a dedicated expert approach featuring strategic foresight and meticulous financial outcome analysis.

• All features from the Comprehensive Estate & Trust Administration package
• Sophisticated planning utilizing generation skipping transfer tax techniques
• Detailed scenario analysis for various asset distribution timelines
• Coordination with your estate planning attorney and financial advisor
• Guaranteed response times and direct line to our lead estate experts

Designed specifically for new businesses or those with straightforward sales in Rockford. It provides reliable compliance to keep your business in good standing.

• Monthly or quarterly Illinois sales tax return preparation with secure online filing
• Precise tax liability computation from your sales records
• Basic nexus review for your Rockford business operations
• Organized digital archiving of all relevant paperwork

This comprehensive package delivers proactive management and strategic insight for growing Rockford businesses. It elevates your compliance from a task to a strategic function.

• All services from the basic compliance tier plus enhanced features
• Comprehensive review of your sales tax obligations across states
• Scheduled consultations for proactive tax planning
• Audit notice review and initial response guidance
• Proactive search for applicable Illinois tax exemptions

Our highest tier service delivers end to end management and maximum security for established Rockford enterprises. This option serves leaders who prioritize complete peace of mind.

• Every service included in the comprehensive advisory tier plus exclusive benefits
• Authoritative defense and handling of the entire audit process
• Strategic preparation and submission of voluntary disclosure applications
• Advanced sales tax automation software integration review and setup support
• Direct access to our senior specialists for immediate guidance
• A complete diagnostic report identifying exposures and opportunities