Services for Individuals

Buffalo Grove Tax Return PreparationAt Small Business Financial Services, Inc. we go beyond tax preparation to help our clients prepare for the future. We offer individuals and families in the Buffalo Grove area with a variety of valuable tax planning services.

Buffalo Grove accounting firm Small Business Financial Services, Inc. has extensive experience helping families and individuals minimize their tax liability and can help you with all your tax planning and preparation needs. We take the time to explain the options carefully so that each of our clients has a clear picture of their financial standing. 

Our many tax services for individuals and families include:

Tax return preparation

  • Individual income tax return (1040)
  • Income tax return for estates and trusts (1041)
  • Sole proprietorship taxes
  • Gift tax returns

Tax planning and consulting

  • Strategic tax planning to minimize tax liability
  • Cash flow management
  • Financial planning and budgeting
  • Succession planning
  • Insurance planning
  • Retirement planning
  • Estate and trust planning
  • College savings plans

Want to discuss our individual tax services in more detail? Contact Small Business Financial Services, Inc. at 847-520-7878 to schedule your free initial consultation today. 

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Areas Served
  • Buffalo Grove
  • Palatine
  • Wheeling
  • And towns throughout the Chicago Metropolitan area.
 
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