Business Details
We have served the financial needs of our local clients since 2004, building a reputation as trusted, licensed public accountants. Our founder, Catherine A. Rothschild, has been a CPA since 1981 and graduated from Barton College with a BS in Accounting. We prioritize personalized service, taking the time to understand each clients unique financial situation and offering expert advice tailored to their goals. Our team combines decades of experience with a commitment to staying updated on evolving tax laws and accounting standards. We maintain memberships in the Illinois CPA Society and the American Institute of Certified Public Accountants, ensuring adherence to the highest professional standards. Our mission is to represent clients interests above all else, providing transparent and proactive financial guidance.
We serve on local boards, including the Geneseo Rotary Club and Chamber of Commerce, reinforcing our dedication to community trust. Our services are designed to help clients protect and manage their assets effectively, whether through tax planning, accounting, or business advisory support. We believe in delivering value beyond number-crunching by fostering long-term relationships built on integrity and expertise. Our team remains adaptable, offering as much or as little assistance as needed to accommodate individual client preferences. We stand by our founding principles of expert proficiency and professional excellence in every engagement.
We serve on local boards, including the Geneseo Rotary Club and Chamber of Commerce, reinforcing our dedication to community trust. Our services are designed to help clients protect and manage their assets effectively, whether through tax planning, accounting, or business advisory support. We believe in delivering value beyond number-crunching by fostering long-term relationships built on integrity and expertise. Our team remains adaptable, offering as much or as little assistance as needed to accommodate individual client preferences. We stand by our founding principles of expert proficiency and professional excellence in every engagement.
Highlights and features
- We have provided trusted accounting services in Geneseo since 2004.
- Our founder has been a licensed CPA since 1981 with Illinois state credentials.
- We hold active memberships in the Illinois CPA Society and AICPA.
- We specialize in complex farm tax rules and estate/trust income tax returns.
- We offer no-cost consultations for new clients seeking tailored solutions.
Services
Tax Preparation
We prepare corporate, partnership, fiduciary, farmer, and individual income tax returns, including W2 and 1099 forms. Our expertise ensures compliance with industry-specific regulations while maximizing deductions. Clients receive personalized strategies to optimize tax outcomes and minimize liabilities through proactive planning and accurate filings.
Accounting Services
Our bookkeeping and accounting solutions maintain accurate financial records for businesses of all sizes. We provide detailed reporting, cash flow management, and financial statement preparation to support informed decision-making. Clients benefit from streamlined operations and improved financial clarity through our systematic approach.
Payroll Services
We handle complete payroll processing, including standard payroll, tax returns, and withholding deposits. Our service ensures timely payments and compliance with state and federal regulations. Clients gain peace of mind with accurate payroll management that reduces administrative burdens and potential penalties.
IRS Resolution
We resolve complex IRS issues through expert negotiation and representation. Our service helps clients facing audits, penalties, or back taxes achieve favorable outcomes. By leveraging deep regulatory knowledge, we secure resolutions that protect our clients financial interests and legal standing.
Farm Preparation
We specialize in agricultural tax services, navigating unique IRS rules for farmers. Our solutions optimize deductions for equipment purchases and operational changes. Clients receive strategic guidance to maximize tax benefits while ensuring full compliance with agricultural tax requirements.
