Business Details
11 Years
experience
Your Trusted Partner for Accounting, Tax, and QuickBooks Solutions
Founded in 2015, Bellis & Associates is a Naperville-based CPA firm dedicated to empowering small business owners and individuals through comprehensive financial solutions. With over 25 years of combined experience, our team of Certified Public Accountants and QuickBooks Pro Advisors specializes in transforming complex financial challenges into strategic opportunities. We offer tailored accounting services, proactive tax planning, and expert QuickBooks guidance to help clients focus on business growth while maintaining compliance.Our approach combines technical expertise with personalized support, addressing unique client needs through transparent communication and ethical practices. Recognized for our responsiveness and client-centric philosophy, we serve as trusted financial partners for businesses navigating tax complexities, IRS challenges, and day-to-day accounting operations.
Services
Small Business Accounting
Personal Tax Preparation
QuickBooks Consulting
IRS Audit Representation
Payroll Processing
Financial Coaching
Sales Tax Filing
Business Advisory Services
Retirement Planning
College Savings Strategies
Details
- Year established: 2015
Highlights and features
- Certified CPAs with 25+ years of combined tax and accounting expertise
- Customized financial solutions tailored to small business needs
- Proactive tax planning to maximize legal deductions and credits
- QuickBooks Pro Advisors providing software implementation and training
- Proven track record resolving complex IRS audit and collection issues
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks Pro Advisor
What people say
Trusted advisor
Excellent service
Genuinely cared
Creative solutions
IRS expertise
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses, including bookkeeping, financial reporting, and payroll management. Our services help business owners maintain accurate records while focusing on growth. With customized packages, we ensure compliance and financial clarity through monthly or quarterly reporting cycles.
Tax Preparation Services
Our certified CPAs specialize in business and individual tax preparation with strategic planning to maximize legal deductions. We handle complex tax situations while ensuring compliance with current regulations. Year-round planning helps clients minimize liabilities and optimize financial outcomes during tax season.
IRS Audit Representation
We provide expert representation for IRS audit and collection issues, handling communications and negotiations on clients' behalf. Our proactive approach resolves back taxes, penalty abatements, and payment plans while minimizing client stress through transparent problem-solving.
QuickBooks Consulting
As QuickBooks Pro Advisors, we offer software implementation, customized training, and process optimization for small businesses. Our consulting services help clients maximize software capabilities through tailored reporting, workflow automation, and ongoing technical support.
Personal Financial Coaching
We deliver personalized financial guidance covering budgeting, retirement planning, and college savings strategies. Our coaching helps individuals create structured financial plans while providing tools to achieve long-term stability and wealth-building objectives.
People
Jeffrey Chang
Certified Public Accountant
With 25+ years of public accounting experience, Jeffrey specializes in tax preparation, IRS representation, and QuickBooks consulting. He holds a Master's in Economics and serves as Principal for Bellis & Associates, combining entrepreneurial insight with technical expertise.
Michael A. Peters
Managing Director
As Managing Director, Mike brings 25+ years of corporate accounting experience, focusing on small business advisory services. He emphasizes strategic growth through outsourced accounting solutions while maintaining active community involvement in Naperville business development.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial statements, payroll processing, sales tax filing, and customized business advisory services tailored to small business needs.
How do you help with tax preparation and planning?
Our CPAs offer year-round tax planning strategies to maximize deductions, prepare business and individual returns, and provide IRS audit representation with proactive compliance solutions.
Do you offer QuickBooks support for business owners?
Yes, our QuickBooks Pro Advisors provide software setup, hands-on training, customized reporting, and ongoing support to help businesses optimize their accounting processes.
What IRS issues can you help resolve?
We assist with audit representation, back taxes, penalty abatement, installment agreements, wage garnishments, and unfiled tax returns through strategic IRS negotiations.
How do you support personal financial planning?
We offer budgeting guidance, retirement planning, college savings strategies, and personalized financial coaching to help individuals achieve long-term financial goals.
