Our Services

Tax Preparation That Goes Beyond Filing

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Anyone can file a tax return. Our CPAs use the tax preparation 
process to identify savings opportunities, flag compliance risks, 
and build a tax strategy that carries forward into next year.

We specialize in business and individual taxes for home health 
agencies, hospice organizations, home care providers, small 
businesses, and self-employed individuals across Chicagoland.

 

BUSINESS TAX SERVICES

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• S-Corporation, C-Corporation, and Partnership returns

• Sole proprietor Schedule C preparation

• Illinois state business income tax returns

• Estimated quarterly tax payments

• Entity structure review (S-corp election, LLC conversion)

• Healthcare-specific tax deductions for agency and practice owners

 

INDIVIDUAL TAX SERVICES

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• Individual Form 1040 preparation

• K-1 distributions from partnerships and S-corps

• Rental property income (Schedule E)

• Self-employment and contractor income

• Prior year amended returns

 

HEALTHCARE TAX PLANNING

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Home health and hospice agency owners have unique tax planning 
opportunities — including pass-through entity tax elections, 
retirement plan deductions (SEP-IRA, defined benefit plans), 
and the timing of Medicare reimbursement recognition. Our team 
understands these strategies because we work exclusively in 
this space.

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Most of our healthcare agency clients save significantly more 
in taxes than they pay in accounting fees. The combination of 
cost report expertise and proactive tax planning is something 
no general CPA firm in the Naperville area can match.

 

FREQUENTLY ASKED QUESTIONS

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Q: When should I start thinking about taxes — just at year end?
A: No — and this is the most expensive mistake small business 
owners make. Tax planning done in October saves far more than 
tax preparation done in April. We work with clients year-round 
to make proactive decisions about entity structure, retirement 
contributions, equipment purchases, and income timing.

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Q: Can you help if I'm behind on prior year returns?
A: Yes. We regularly help clients catch up on unfiled returns 
and negotiate with the IRS where needed. It's more common than 
you think and fully resolvable.

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Q: Do you prepare taxes for home health agency owners personally 
as well as the business?
A: Yes. Most of our healthcare agency clients have us prepare 
both the business return and their personal return — that 
coordination is where the biggest tax savings happen.

Serving individuals and businesses in Naperville, Lisle, Westmont, 
Downers Grove, Oak Brook, and throughout the Chicago area.

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Call 630-491-1268 to schedule your free tax consultation.