Down the road, or across the country.
Our office is in South Barrington, and many of our clients are here in the northwest suburbs — Barrington, Inverness, Hoffman Estates, Schaumburg, Palatine, and the surrounding communities. But most of the work happens the way you'd want it to: a secure document portal, video strategy meetings, and e-signature, so where you live is never a reason to overpay. You get a local, boutique firm you can actually reach — not a call center — whether you're ten minutes away or two time zones over.
Proactive tax strategy for high earners
Physicians & practices
W-2 plus practice income, entity structure, retirement plan design, and the strategies specific to medical professionals.
Business owners
S-corp and multi-entity planning, PTET, accountable plans, and Profit First cash-flow structure.
High earners & investors
Equity comp, liquidity events, capital gains timing, real estate, and cost segregation.
Multi-state & Illinois
Illinois PTET and residency questions, and the multi-state filings where the most avoidable penalties hide.
You work with the same specialists year-round.
Big regional firms hand you off; national chains hand you a template. A boutique firm the size of ours means the person who diagnoses your situation is the person who signs your plan — and you can pick up the phone and reach them. That continuity is worth more than it sounds when your income is complex and the stakes are six figures.