Business Details
29 Years
experience
Your Trusted Tax Savings Partner in Chicago
We are a specialized accounting firm dedicated exclusively to serving small businesses. Since 1997, we have helped clients save tens of thousands of dollars annually through strategic tax planning and financial management. Our approach combines Fortune 500 financial techniques with personalized service, ensuring clients gain actionable insights into profitability and cash flow. Unlike traditional firms, we prioritize accessibility during tax season and offer proactive consultation to maximize savings.Our team includes certified professionals with decades of experience across industries, and we have directly increased net income for clients by up to 500% through tailored financial strategies. We emphasize simplicity, requiring only 10 minutes weekly from clients to maintain financial clarity and growth.
Services
Tax Planning
Bookkeeping
CFO Services
IRS Tax Resolution
Financial Analysis
Business Budgeting
Details
- Year established: 1997
Highlights and features
- We save small businesses an average of $30,000 annually through strategic tax planning
- Each client receives personalized service from a dedicated CPA with 25+ years of experience
- Our proprietary financial systems have doubled client earnings in 12 months
- We provide continuous tax planning throughout the year, not just at filing time
- Our founder authored the book 'Profits Driven' featuring our proven methodologies
What people say
$113,000 tax savings
Doubled income in 12 months
Proactive planning
Personalized CPA service
Financial clarity
Services
Tax Planning
Our comprehensive tax planning service identifies legal opportunities to reduce tax liabilities. We analyze business structures, expenses, and operations to maximize deductions. Clients receive multiple customized strategies throughout the year, with implementation support to ensure savings materialize during filing season.
CFO Services
We provide outsourced CFO expertise to small businesses. Our services include financial statement analysis, cash flow management, and profitability optimization. Through weekly consultations and detailed financial dashboards, we help business owners make data-driven decisions that significantly improve net income and operational efficiency.
Business Bookkeeping
Our streamlined bookkeeping system requires only 10 minutes weekly from business owners. We teach clients to categorize transactions efficiently and provide automated reporting tools. This approach ensures accurate financial records while freeing business owners to focus on operations rather than accounting details.
IRS Tax Resolution
We specialize in resolving complex tax issues with the IRS and state agencies. Our team handles audit representation, payment plan negotiations, and penalty abatements. We work to reduce liabilities while ensuring compliance with tax codes, protecting business owners from financial and legal complications related to tax matters.
Financial Education
We provide practical financial education to help business owners become their own CFO. Through video courses and personalized guidance, clients learn to interpret financial statements, create effective budgets, and implement systems that ensure ongoing financial health and growth opportunities.
People
Brad Filmanowicz
Founder & CPA
Certified Public Accountant with 25+ years of experience advising small businesses. Former financial executive at Fortune 500 companies who developed proprietary systems to increase profitability. Authored 'Profits Driven' to share these methodologies with small business owners.
Questions
How much can I expect to save in taxes through your services?
Our clients typically save between $10,000 and $113,000 annually, with an average savings of $30,000 per year through our tax planning strategies.
Do you work with businesses outside the Chicago area?
While based in Chicago, we work with small businesses nationwide through our virtual service platform and online financial systems.
What makes your tax planning different from other accounting firms?
We provide continuous tax planning throughout the year rather than just at filing time, with multiple strategies to maximize savings and regular consultations to adjust plans as needed.
Can you help with existing accounting systems?
Yes, we integrate with and improve existing accounting systems, teaching business owners to manage finances efficiently while providing expert oversight and analysis.
How does your CFO service work for small businesses?
Our CFO service provides weekly consultations, financial dashboards, budget analysis, and profitability strategies tailored to small businesses at a fraction of traditional CFO costs.
Do you offer any educational resources for business owners?
We provide free video training on financial management, tax-saving strategies, and our proprietary systems to help business owners improve profitability independently.
Videos
