Tax Planning Guide



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The constant changes and complexity of tax laws can be overwhelming. Our experienced team of tax professionals can assist you with income tax compliance, income tax planning, sales and use tax compliance, payroll tax compliance, and federal and state taxing authority representation. The tax team consists of a member who holds a master in taxation, a former IRS agent and several other professionals with industry experience. Additionally, we assist clients in the more sophisticated tax issues many lack familiarity in handling.

Whether you have simple or complex tax issues, our approach is always the same, to properly structure your current tax obligation in the most efficient manner and work on maximizing your overall wealth. We begin by understanding your present situation and future goals. We then work with you to develop a tax plan that will compliment your financial goals. As your life, your needs and the laws change, we continuously work with you to keep your plan updated and on track.

"Honesty in a business relationship is important to building trust and respect."
Scott Vogg
Client over 11 years

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225 West Washington St., Suite 1120 | Chicago, IL 60606
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