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Taxes

Get Ready for Tax Season with Our Tax Services in St. Charles, IL

Count on Lewis & Associates Tax Planning, Inc. for professional tax planning and tax preparation services. If you need to reduce your income tax liabilities, then it requires a solid plan. At our tax planning firm, we help business owners and individuals alike reduce liabilities through proactive strategizing. These strategies begin with a free review of both current and past tax filings. Then, we’ll provide a customized plan that can be implemented by our staff or your tax specialist. Schedule an appointment today if you need tax services in St. Charles, IL.

A Range of Professional Tax Planning Solutions

Our financial professionals closely monitor all changes in the tax laws and regulations, paying careful attention to detail. This allows us to provide advice and guidance that minimizes your legal tax burden. Some of the tasks we perform include:
  • Reviewing Your Past Tax Returns
  • Discussing Your Current and Anticipated Income from a Tax Perspective
  • Finding All Allowed Deductions and Credits to Which You're Entitled

Simplified Bookkeeping & Computerized Accounting

Whether you're a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Lewis & Associates Tax Planning, Inc. is at your service. We offer comprehensive bookkeeping services designed to keep your finances in check.

Get Your Bookkeeping Under Control

We partner with Creative Business Authority, Inc. of St. Charles, Illinois, to provide the comprehensive services you need. Mr. Pete LaSalle is a QuickBooks Pro Advisor who canprovide:
  • Setup and Maintenance of Computerized Accounting Systems
  • Payroll Services
  • Bookkeeping
  • Reconciliation of Bank and Credit Card Statements
  • Invoicing
  • Vendor Payments
  • Bank Deposits
  • Preparation Financial Statements, Including P and L, Balance Sheets, Cash Flow, and Budget
  • Consulting Services
  • Setup and Training on QuickBooks
  • QuickBooks Auditing and Catch-Up Services

Business Advisory and Wealth Management Services

A simple application of the tax law offers very little relief for business owners and pre- retirees who are paying income and estate tax at top brackets. We believe in an honest, direct approach which offers a combination of tax and investment strategies to avoid higher than necessary tax payments. Let us guide you through the tax maze to find you relief.

Find Ways to Minimize Your Tax Liability

We partner with some of the brightest financial advisors in the industry to offer: 
  • Business wealth optimization, tax planning and cost reduction strategies
  • Retirement planning and income solutions
  • Investment research, selection and management
  • Business succession planning
  • Life, disability and long term care solutions
Contact us to schedule a consultation if you need tax services for yourself or your business. We proudly serve clients throughout St. Charles, IL, and the surrounding areas.