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Swartz & Reeder Advisors
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General Services2022-03-16T14:40:23+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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Cost Mitigation

Boost Your Revenue By Implementing Cost Mitigation

  • Nullifying Billing Errors
  • In-depth Invoice Analysis
  • Market Analysis To Reduce Undue Cost
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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

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

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