Business & Individual Tax Preparation
Federal and Illinois tax return preparation for corporations, S corporations, partnerships, LLCs, trusts, and the individuals who own them. Jacobs & Newmark prepares the business and personal returns together, because for most owner-managed companies the two are the same decision. Multi-state filings are handled for clients operating outside Illinois.
What this covers
- Federal and Illinois returns for corporations, S corporations, partnerships, LLCs, and trusts
- The owners' personal returns, prepared alongside the business
- Multi-state filings for clients operating outside Illinois
- Coordination between related entities under common ownership
- Electronic filing and secure delivery through the client portal
When people call us about this
- You want the business and personal returns handled by one firm
- The current preparer does not see the whole picture
- You have several entities that need to agree with each other
- You have operations or property in more than one state
Any of these is a reason to call. We will tell you what the situation actually takes before you engage the firm.
Who handles this
Where this matters most
Closely-Held & Family Business
Wayne I. Jacobs, CPA has over thirty years in public accounting across retail, service, construction, wholesale, and manufacturing, and joined his father Irvin Jacobs, CPA in practice in 1981.
Real Estate
Edward P. Newmark, CPA specializes in financial and tax accounting for small and medium sized, closely held businesses and has deep expertise in real estate.
Other services
- General Bookkeeping
- Financial Accounting & Statement Preparation
- Reviews & Compilations
- QuickBooks Setup, Training & Cleanup
- Payroll & Sales Tax Compliance
- Cash Flow Management
- Bank Financing & Lender Reporting
- Strategic Business Planning
- Business Succession Planning
- New Business Formation
- Tax Planning
- Tax Problem Resolution & IRS Representation
Tell us about the business.
A first conversation is about what you run, how the books are handled now, and what prompted you to look. If we are the right firm we will say so, and if we are not we will say that too.
- DuPage County
- Wheaton, IL
106 E Liberty Dr., Suite 201 - Lake County
- Buffalo Grove, IL
100 Lexington Dr., Suite 210 - Hours
- Monday – Friday, 9:00am – 5:00pm