Accounting Firm Buffalo Grove, IL

Wealth Planning

Buffalo Grove Tax Return Preparation

At Small Business Financial Services, Inc., we go beyond tax preparation to help our clients prepare financially for what lies ahead. Our accounting firm works with people at every stage of life to minimize taxes and preserve assets for retirement through tax and estate planning. Our approach is to analyze your full financial picture and design a personalized tax plan to manage wealth, control your tax burden, and preserve income for the next generation.

When we develop your estate plan, we'll guide you through everything you need to be confident that your family is taken care of the way you envisioned. We employ a number of proven tax planning strategies to ensure that you're ready for retirement and, when the time comes, your wealth will be transferred to beneficiaries in an organized and timely manner. Our comprehensive list of services includes college savings planning, succession planning, retirement planning, and personal budgeting.

Wealth Management Services

Start planning for the future today by calling 847-520-7878 now or send us a message online so we can contact you to discuss your needs and how we can help.

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