The basics—and way beyond
We’re committed to serving our small business clients with the same level of service and sophistication of a larger accounting firm—plus the personalized attention they’ll only get here.
Tax planning
Protect your finances and avoid the tax-season crunch with proactive tax planning services.
Income tax avoidance strategies
Tax credits analysis
Retirement income planning
Cost segregation studies
Capital gains tax mitigation / deferral strategies
Charitable giving strategies
Other sophisticated tax planning strategies
Compliance filings
Small business compliance can be a lot to keep up with. Let us help keep you on track.
Business and individual income tax filings
Fiduciary income tax filings
Payroll tax filings
Sales tax filings
Secretary of State filings
Entity formation filings
Gift tax preparation
ROBS stock valuation reports and ROBS year-end stock valuations
Business consulting
We want to see your business—and your money—grow. Our strategic planning will help get you there.
Entity structure strategy
Cashflow management and forecasting
Funding strategy
Business buyer due diligence
Value engineering
Exit planning
Succession planning
Self-employed retirement plan strategy
Business valuations
Accounting and administrative
We see the big picture—but appreciate the details. Let us support day-to-day accounting and administrative needs.
Bookkeeping services
QuickBooks setup and training
Fractional controller services
Payroll processing
Illinois registered agent services
Financial statement reporting
Tax resolution
Eliminate the stress of dealing with the IRS and state tax agencies—we’ll handle management and resolution when issues arise.
Responding to IRS and state notices
IRS and state payment plan setup
Amended return filings
Penalty abatement services
IRS and state audit representation
Offers in compromise
Outsourced CFO services
Enjoy senior-level strategy without the need to hire a full-time CFO.
Cashflow management
Profitability management
Budgeting
Forecasting
Business Valuations
Financial intelligence
Make data-driven decisions and plan for the future with deep financial insights.
Holistic financial KPI dashboard
Tactical financial dashboards (CFs, CapEx, Financing)
Custom financial intelligence consulting
Virtual family office
Income tax planning
Estate planning
Retirement planning
Insurance planning
Investment planning
Family business planning
Cost Mitigation
Boost Your Revenue By Implementing Cost Mitigation
- Nullifying Billing Errors
- In-depth Invoice Analysis
- Market Analysis To Reduce Undue Cost
Our process
We go beyond most typical small business accounting firms—with a proactive planning process and comprehensive service offerings.
Discovery & Diagnostics
First we assess your needs and establish priorities—pulling in expertise from our strategic partners, if need be.
Customized Solutions
We develop a customized program of tools and services specific to your financial goals and challenges.
Implementation & Maintenance
Our team goes to work on implementation—with ongoing service and support personalized to you.
Don’t take our word for it
See what our clients have to say.
I’ve been working with Swartz & Reeder for over 5 years and the team is amazing! Professional, knowledgeable, and they provide great communication. If you and/or your business is looking for a great team of Accountant Professionals, look no further.
Joseph A
During more than 10 years of service provided by Swartz and Reeder, I had the best of experience. They are the best among the CPA family in Chicago area.
Kuldip M
I would like to thank and highly recommend Swartz & Reeder. They are an excellent accountant. I have worked with Michael Reeder for over 5 years. He is an amazing accountant who is highly efficient and very compassionate. He has attributes of an excellent accountant and would highly recommend his services.
Lupe M
It is an absolute pleasure to write this letter of recommendation on behalf of a great businessman, Michael Reeder. Current CPA and Managing Shareholder of Swartz & Reeder, Michael is highly talented and a prominent member of the community.
Swartz & Reeder is a small business and family focused CPA firm located in Northbrook, Illinois. It is committed to helping small business owners and solopreneurs by providing them a full range of financial advisory services from personal, attentive staff.
Not only does Michael head up the CPA firm, but he also uses his perspective as an experienced CPA. He has personally acquired businesses, so he knows how to support those considering business or franchise ownership. He takes the time to get to know you and understand your unique needs and options, and then offers comprehensive advice to support you through the business buying journey, whether for accounting, income taxes, entity structure, funding, or financial
Adam
Let’s get started
