Business Details
Your Trusted Accounting and Tax Partner in Chicago
We are a virtual accounting firm dedicated to simplifying financial management for small businesses and entrepreneurs. With over 30 years of combined experience in taxes, accounting, and business operations, we combine traditional expertise with modern cloud-based tools to deliver actionable insights. Our team of certified professionals specializes in S-Corporations, LLCs, and sole proprietorships, offering tailored solutions for tax preparation, bookkeeping, and strategic financial planning.As QuickBooks Online Certified Pro Advisors and Xero Certified Advisors, we ensure seamless integration of technology to optimize your business's profitability. Our commitment extends beyond numberswe aim to be trusted advisors, helping clients navigate tax complexities, resolve IRS issues, and achieve long-term financial success.
Services
Individual Taxes
Business Taxes
Accounting
Bookkeeping
IRS Representation
Tax Consulting
Highlights and features
- We combine over 30 years of tax and accounting expertise with modern technology solutions.
- Our team includes QuickBooks Online Certified Pro Advisors and Xero Certified Advisors.
- We specialize in resolving complex IRS tax issues for individuals and small businesses.
- We offer nationwide virtual services while maintaining a local Chicago presence.
- We guarantee compliance with IRS regulations and optimize tax deductions for clients.
Associations and certifications
- QuickBooks Online Certified Pro Advisor
- Xero Certified Advisor
- Illinois Licensed Certified Public Accountant
Services
Individual Taxes
We prepare accurate federal and state tax returns for individuals, starting at $500. Our CPA-certified team maximizes refunds while ensuring compliance with current tax laws. Clients receive electronic filing and detailed guidance on minimizing future tax liabilities.
Business Taxes
Specialized tax services for S-Corporations, LLCs, and sole proprietorships. We optimize deductions, handle complex filings, and ensure IRS compliance. Our expertise covers business structure selection and year-round tax strategy planning.
Accounting
We provide comprehensive accounting solutions including monthly financial statements, payroll processing, and audit preparation. Our cloud-based systems enable real-time financial tracking and strategic decision-making for growing businesses.
Bookkeeping
Our bookkeeping services include transaction categorization, bank reconciliation, and accounts payable/receivable management. We integrate with QuickBooks and Xero to maintain accurate, up-to-date financial records for businesses of all sizes.
IRS Representation
We resolve IRS issues including back taxes, liens, and payment plans. With over 30 years of experience, our CPA advocates for clients to achieve favorable settlements and restore financial stability.
People
Noel Lorenzana
Certified Public Accountant
Illinois Licensed CPA with 30+ years of experience in tax preparation, accounting, and business consulting. Specializes in S-Corporations and IRS issue resolution for small businesses and individuals.
Questions
What accounting software do you support?
We are certified in QuickBooks Online and Xero, providing setup, training, and ongoing support for both platforms.
Can you help with IRS tax debt issues?
Yes, our CPA specializes in resolving IRS tax problems for individuals and small businesses with proven success.
Do you serve clients outside Chicago?
We offer virtual services nationwide while maintaining local Chicago office availability for in-person meetings.
What business structures do you specialize in?
We focus on S-Corporations, LLCs, and sole proprietorships with tailored tax and accounting solutions.
How do you ensure tax compliance?
Our certified professionals stay current with tax law changes to guarantee full IRS compliance for all filings.
What bookkeeping services do you offer?
We provide monthly reporting, financial statement preparation, and year-end tax filing integration for all business types.
