Our Services

Everything a household or a small business needs to stay on top of taxes and finances, under one roof in Joliet.

Payroll Services

Payday should be the easiest day of your week. We calculate wages, withholdings, and deductions, run your payroll on schedule, and file the payroll taxes and reports that come with it, so you never have to think about deadlines or penalties.

• ✓Payroll run on your schedule, weekly, biweekly, or monthly
• ✓Payroll tax filings and payments handled for you
• ✓Certified payroll reports for contractors who need them
• ✓Year end W-2s and 1099s prepared and filed

Monthly Bookkeeping

Good books are quiet books. Every month we record your income and expenses, reconcile your accounts, and close the month with reports you can actually read, so you always know what you earned, what you spent, and what is coming next.

• ✓Monthly close and bank reconciliation
• ✓Clear profit and loss reports in plain language
• ✓Sales tax tracked alongside your books
• ✓Books kept ready for tax time and for lenders

Business Tax Preparation

Your business return should agree with your books, your payroll, and your bank account. We prepare returns for LLCs, S corporations, and partnerships, and because we work with many of our clients all year, nothing important gets rebuilt in a panic at the deadline.

• ✓Returns for LLCs, S corps, and partnerships
• ✓Coordinated with your bookkeeping and payroll
• ✓Quarterly estimates planned so April holds no surprises
• ✓Illinois state filings handled as well

Personal Tax Preparation

A careful return is more than data entry. We ask about the year you actually had: the new job, the side work, the baby, the house. Then we make sure every credit and deduction you are entitled to makes it onto the return.

• ✓Individual, family, and head of household returns
• ✓Credits for children, education, and retirement savings checked
• ✓Side income and gig work reported correctly
• ✓A copy of your return and a plain language summary before you sign

New Business Setup

Starting a business is exciting. The paperwork does not have to be painful. We help you choose between an LLC and an S corp, register with the state, get your EIN, and set up bookkeeping and payroll that will still make sense a year from now.

• ✓LLC vs. S corp explained in plain language
• ✓State registration and EIN handled
• ✓First bookkeeping system set up from day one
• ✓Sales tax and payroll accounts opened when you need them

ITIN Applications & Renewals

If you need an Individual Taxpayer Identification Number so a tax return can be filed for you, we walk you through the application or renewal step by step, in Spanish, and help you gather the right documents so the process goes smoothly.

• ✓New ITIN applications prepared carefully
• ✓Renewals for expired ITINs
• ✓Document review before anything is sent
• ✓Help in Spanish at every step

Tax Planning

The best time to lower next year's tax bill is this year. We look ahead with you: estimated payments, entity structure, retirement contributions, and the timing of big purchases, so decisions get made while they can still change the outcome.

• ✓Quarterly estimated payments sized to your income
• ✓Entity structure reviewed as your business grows
• ✓Retirement and savings moves coordinated with your taxes
• ✓A short planning meeting before year end

IRS Audit Help

An IRS letter feels scary, but most notices have an explanation and a path to resolve them. We read the letter with you, explain what the IRS is asking, prepare the response, and stay with you through audits, back taxes, and unfiled returns until the matter is closed.

• ✓IRS notices explained in plain language
• ✓Audit responses prepared and submitted
• ✓Back taxes and payment options reviewed
• ✓Unfiled returns brought up to date