Arlington Heights clients often need stable tax systems across household, business, and investment activity. I provide one point of accountability across the full return, including specialty forms where needed.
Clients in Arlington Heights often need complete federal and state returns that connect W-2, 1099, investment activity, retirement income, and life-event changes. When work or family creates multiple state obligations, I handle the entire filing strategy and documentation in one place.
From established small businesses to professionals with variable 1099 income, Arlington Heights taxpayers benefit from coordinated planning and filing. I work with owners on S-Corp, LLC, partnership, and sole proprietor returns, plus quarterly estimates and practical planning decisions so tax prep is not disconnected from operations.
When a Arlington Heights client has foreign accounts, foreign ownership, or cross-border income, I integrate FBAR, FATCA, 5471, 5472, and treaty-position work into the same U.S. return process. Beyond the international reporting, I also handle your full U.S. return so nothing is split across advisors.
If there is an IRS notice, missed filing, or penalty risk, I build the response path and filing sequence first, then execute the correction plan with clear deadlines and supporting documentation.
Arlington Heights clients usually choose hybrid support: remote document workflow with periodic strategy sessions in Park Ridge. Meetings are available in person at 222 S Prospect Ave, Park Ridge, IL 60068 (by appointment only), remotely by secure video, or in a hybrid workflow. That structure works well for owners and professionals who need fast answers during filing season without losing depth on technical issues.
Most Arlington Heights clients work entirely remotely through a secure client portal. Document upload, questions, review meetings by video call, and return delivery all happen online. In-person meetings at 222 S Prospect Ave in Park Ridge are available by appointment when it makes sense — typically for initial consultations, complex planning sessions, or IRS notice response work.
The office is at 222 S Prospect Ave in Park Ridge, just minutes from Arlington Heights — easy drive with parking on site. Most Arlington Heights clients who prefer in-person meetings come for an initial consultation and then run the rest of the engagement remotely. Availability is by appointment only so calendar time is protected for client work.
Yes. Arlington Heights residents often need multi-state returns because of remote work, out-of-state employers, property in other states, or K-1 income from pass-through entities. Every state involved is filed separately and the residency analysis is handled in-house — not referred out.
Yes — and they should be done together. Small business tax work is tightly connected to the owner's personal return: K-1 income, reasonable compensation, quarterly estimates, and year-end planning all flow between the entity and the individual. Handling both in the same engagement is how I work with most Arlington Heights business owner clients.
International tax is my specialty. Clients in Arlington Heights who have foreign accounts (FBAR, Form 8938), foreign business ownership (Form 5471, 5472), foreign earned income, or dual-citizenship issues don't need to find a separate specialist — I handle the full return including the international components. Ten years of big-firm international tax experience applies directly.
Individual returns start at $400 for typical W-2 situations with standard deductions. Complexity drivers — multi-state filings, K-1s, stock compensation, foreign reporting, Schedule C, or amended returns — are quoted transparently during the free 30-minute consultation. You receive a flat-fee quote before any work begins.
Earlier is always better. Peak season runs February through mid-April and capacity is limited — every return is prepared personally, not handed to staff. Arlington Heights clients who want the April 15 filing deadline should book by early February. Returns received after mid-March may need to be extended to October 15 even if all documents are ready.
Yes. CP2000, CP14, correspondence audits, and similar notices are routine work. Most notices can be resolved within the initial 30-day response window if brought to me promptly. See the IRS Notice Response page for the full engagement scope.
Book a consultation. I will map your individual, business, and international U.S. filing scope before deadlines become expensive.
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