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  • What We Do
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A business woman holding a paper, sitting at a desk using a laptop.

Business owners should get comfortable with their financial statements

Financial statements can fascinate accountants, investors and lenders. However, for business owners, they may not be real page-turners.

Read more about Business owners should get comfortable with their financial statements ➞
A businessman on a mobile phone pushing a button that says loan.

Deduct a loss from making a personal loan to a relative or friend

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem.

Read more about Deduct a loss from making a personal loan to a relative or friend ➞
A sheet of paper, keyboard, glasses, notebook, pen and sticky notes on a desk.

6 essential tips for small business payroll tax compliance

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships and even legal co...

Read more about 6 essential tips for small business payroll tax compliance ➞
Cubes on a scale.

Weighing the pluses and minuses of HDHPs + HSAs for businesses

Will your company be ready to add a health insurance plan for next year, or change its current one? If so, now might be a good time...

Read more about Weighing the pluses and minuses of HDHPs + HSAs for businesses ➞
Stock market graphs.

Turning stock downturns into tax advantages

Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.)

Read more about Turning stock downturns into tax advantages ➞
A man in an office building looking through the glass of a meeting area with his arms crossed.

Planning for the future: 5 business succession options and their tax implications

When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders...

Read more about Planning for the future: 5 business succession options and their tax implications ➞
A mans hands on the sides of a virtual globe.

How to evaluate and undertake a business transformation

Many industries have undergone monumental changes over the last decade or so. Broadly, there are two ways to adapt to the associated challenges: slowl...

Read more about How to evaluate and undertake a business transformation ➞

Riding the tax break train: Maximizing employee transportation fringe benefits

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes...

Read more about Riding the tax break train: Maximizing employee transportation fringe benefits ➞
Seven hands holding puzzle pieces in a circle.

Exploring business entities: Is an S corporation the right choice?

Are you starting a business with partners and deciding on the right entity? An S corporation might be the best choice for your new venture.

Read more about Exploring business entities: Is an S corporation the right choice? ➞
Hands in the air with money raining down.

Choosing the right sales compensation model for your business

A strong sales team is the driving force of most small to midsize businesses. Strong revenue streams are hard to come by without skilled and engaged s...

Read more about Choosing the right sales compensation model for your business ➞
Pens and notepads on a table.

The 2024 gift tax return deadline is coming up soon

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a...

Read more about The 2024 gift tax return deadline is coming up soon ➞
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Ways to manage the limit on the business interest expense deduction

Prior to the enactment of the Tax Cuts and Jobs Act (TCJA), businesses were able to claim a tax deduction for most business-related interest expense.

Read more about Ways to manage the limit on the business interest expense deduction ➞

From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...

Read more about From the firm: Making tax season work for you ➞

Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity ch...

Read more about Protect your business: Your essential cybersecurity checklist ➞

Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.

Read more about Sales tax in 2025: What small business owners need to know ➞

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Contact Us

Oakbrook Terrace Office

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

p:  (630) 832-3225

e: 

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