We’re easy to talk to. Our background includes years working inside the IRS examination function, where we regularly explained both simple and complex tax issues to a wide range of people — from individuals and small business owners to tax attorneys. We try to work with clients in a practical and approachable way. Many people come to us feeling overwhelmed or unsure where to start, and we believe good communication and organization are just as important to solving a problem as technical knowledge.

Absolutely not. In fact, many people contact us because things are disorganized, behind, or simply overwhelming. Part of our job is helping clients sort through information, identify what’s important, and create a path forward. You do not need to “clean everything up first” before having a conversation with us.

Our initial consultations are free and meant to help us understand your situation, answer questions, and determine whether we’re a good fit for the type of help you need. Some conversations are straightforward, while others involve more complex tax, accounting, or IRS-related concerns. Either way, the goal is simply to understand where things stand and discuss possible next steps.

No. We work with both individuals and business owners. Some clients need help with tax returns or planning, while others come to us for IRS issues, cleanup work, prior-year concerns, or ongoing accounting support.

No. While we are based in the southwest suburbs of Chicago, we work with clients in multiple states and can represent taxpayers before the IRS nationwide.

Both. We work with many clients virtually through secure portals, email, phone, and video meetings, but we also meet with clients in person when appropriate.

Not at all. Many clients reach out during situations that feel stressful, embarrassing, or overwhelming. Our job is not to judge people for how they got there, it’s to help them understand what needs attention and work toward a solution.

That’s completely fine. Many people contact us knowing something feels “off” or unresolved but are not entirely sure where to begin. Part of the initial conversation is simply understanding the situation and determining what type of help may make sense.

No. We work with clients throughout the year. In many cases, the most productive tax conversations happen outside of filing season when there is more time for planning, organization, and proactive decision-making.

Absolutely. Some people reach out because they want a second opinion, need help with a specific issue, or are dealing with a situation their current accountant does not typically handle. We are happy to have conversations even if someone is not looking to fully change firms.