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  • What We Do
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Calculator, pencil and several 100 dollar bills.

Year-end tax planning for accrual-basis taxpayers

Projecting your business’s income for this year and next can allow you to time income and deductible expenses to your tax advantage. It’s generally be...

Read more about Year-end tax planning for accrual-basis taxpayers ➞
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From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

Read more about From the firm: Year-end opportunities ➞
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New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

Read more about New Year's Resolution: Clean out the deadweight ➞
Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

Read more about How to avoid the year-end tax scramble ➞
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Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

Read more about Your year-end tax checklist: Keep more of what you earned ➞
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Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

Read more about Enjoy the holidays (without your business falling apart) ➞
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What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

Read more about What's your year-end planning personality? ➞

Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

Read more about Building a resilient team culture through the holiday season ➞
A small business owner looking at his computer and phone reviewing financial data.

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

Read more about Making the move to subscription-based pricing ➞
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3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

Read more about 3 ways businesses are thinking small to win big next year ➞
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Writing an AI governance policy for your business

Artificial intelligence (AI) is changing the way businesses operate. Its capacity to gather and process data, as well as to mimic human interactions,...

Read more about Writing an AI governance policy for your business ➞
A stethoscope and calculator.

Is an HDHP plus an HSA a financially smart health care option for you?

Health care costs continue to increase. Pairing a high-deductible health plan (HDHP) with a Health Savings Account (HSA) can help. Insurance premiums...

Read more about Is an HDHP plus an HSA a financially smart health care option for you? ➞
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Review your business expenses before year end

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will reduce 2025 ta...

Read more about Review your business expenses before year end ➞
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Fundamental building blocks of an employee wellness program

In a business context, a wellness program is an employer-sponsored initiative designed to promote employees’ physical, mental and emotional well-being...

Read more about Fundamental building blocks of an employee wellness program ➞
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The 2025 SALT deduction cap increase might save you substantial taxes

If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill Act (OBBBA) could significantly reduce your 20...

Read more about The 2025 SALT deduction cap increase might save you substantial taxes ➞
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Contact Us

Oakbrook Terrace Office

1S660 Midwest Rd., Suite 250
Oakbrook Terrace, IL 60181

p:  (630) 832-3225

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