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Swartz & Reeder Advisors
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General Services2021-09-25T15:40:10+00:00
Home » General Services

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

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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

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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

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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

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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

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Outsourced CFO services

Enjoy senior-level strategy without the need to hire a full-time CFO.

  • Cashflow management

  • Profitability management

  • Budgeting

  • Forecasting

  • Business Valuations

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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

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Virtual family office

  • Income tax planning

  • Estate planning

  • Retirement planning

  • Insurance planning

  • Investment planning

  • Family business planning

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Our process

We go beyond most typical small business accounting firms—with a proactive planning process and comprehensive service offerings.

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

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