No Guesswork, No Last-Minute Scrambling

Tax Preparation & Planning in Ottawa, IL

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Helping individuals & businesses stay ahead of tax season

Whether you’re filing a personal return, managing business taxes, or planning for next year, we’re here to make taxes simpler. Our team prepares accurate, on-time tax returns for individuals, families, and small businesses across Ottawa, Grand Ridge, Marseilles, and surrounding areas.


We don’t just plug in numbers—we ask the right questions to help you avoid surprises and find savings where possible. And if you're self-employed, retired, or own rental property, we’ll make sure everything is filed correctly the first time. We also offer tax planning all year long—so you're not stuck reacting to last-minute surprises come April.
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Individual Tax Preparation

We prepare personal tax returns for W-2 employees, retirees, business owners, and folks with side income or complex situations. We look for every eligible deduction and help you file with confidence. Clear explanations. No surprise bills. No rushed paperwork.

What You Can Expect:

  • Electronic filing for faster refunds
  • Help with 1099s, rental income, retirement accounts & more
  • Support for seniors, self-employed, and multi-state filers


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Business Tax Filing & Consultation

We file business tax returns for sole props, LLCs, partnerships, and S-corps. Whether you’re running payroll or tracking contractor payments, we’ll help you stay compliant and file on time. Need help understanding quarterly payments or tax write-offs? Just ask—we’re here.


What You Can Expect:

  • Business returns (1120S, 1065, Schedule C, etc.)
  • Quarterly tax estimate guidance
  • Local support from a team that knows your industry


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Year-Round Tax Planning

Smart tax planning isn’t just for big corporations. We help individuals and business owners look ahead to avoid surprises, reduce taxable income, and plan smarter for retirement or major expenses. Little adjustments now can save you a lot later.


What You Can Expect:

  • Strategy for withholding, deductions & retirement plans
  • Guidance on estimated taxes
  • Planning for life changes: marriage, kids, new job, retirement


Why Ottawa Trusts Us With Tax Season & Beyond

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We ask the right questions
We don’t just fill in forms—we get to know your situation so nothing gets missed.
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We’re open year-round
Tax season isn’t the only time we’re available. Call or stop by anytime with questions.
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We’re experienced with all types of returns
From small business owners to retirees and everything in between, we’ve got you covered.
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We make taxes less stressful
You’ll get clear explanations, timely filing, and friendly help whenever you need it.
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Frequently Asked Questions for Tax Prep & Planning

  • Do I need to make an appointment to file?

    We recommend it—especially during tax season. But we do our best to accommodate walk-ins when we can.

  • Can you help us get caught up if we missed last year’s filing?

    If your bank, grantor, investor, or board is asking for CPA-prepared financials, you likely need one of these. They’re common for nonprofits, growing businesses, and loan applications.

  • What if I haven’t filed in a few years?

    Yes—especially if you receive restricted funds or grants. We help you track everything by purpose and project.

  • When should I start tax planning?

    Absolutely. We can prepare custom reports or financial summaries based on what your team needs.

  • Do you offer virtual services?

    Yes—we can work with you by email, phone, or through our secure portal. Local clients can also drop off or stop in.