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Midwest US

Accounting, Tax & Advisory Services in Chicago, IL

Florida-based CPA firm serving Chicago, IL businesses and multi-state operators.

Accounting, Tax & Advisory Services in Chicago, IL

Your Chicago Accounting & Advisory Partner

SMAART Company is a Florida-based CPA firm serving Chicago, IL businesses, investors, and multi-state operators. Over 21 years we've built a practice around finance, manufacturing, logistics, working primarily by secure portal and video, with on-site visits for larger engagements. Every engagement is led by a senior partner.

Whether you're a Chicago business with a Florida entity, a multi-state operator consolidating accounting under one firm, or a high-net-worth individual planning a move or liquidity event, we handle the full accounting, tax, bookkeeping, and advisory stack, SALT nexus, multi-state filings, and cross-border structuring included.

Core Directives
IL Coverage
Full-Service CPA Firm
IRS & State Audit Defense
Operational Milestones
01

Discovery

A no-cost consultation to understand your Chicago business, existing financials, and goals.

02

Scope

We scope the engagement precisely, no open-ended monthly retainers without a clear deliverable.

03

Onboard

Secure portal setup, bank feed integration, and historical-data review within the first 10 days.

04

Execute

Monthly close, quarterly planning check-ins, and on-demand senior-partner access.

05

Review & Optimize

Year-end strategic review, we track what worked, flag what's changing, and iterate for next year.

Included Services & Outcomes

Monthly Bookkeeping & Accounting
Payroll & HR Compliance
Individual & Business Tax Preparation
Year-Round Tax Planning
Fractional CFO Services
IRS & IL State Audit Defense
Business Valuations & M&A Advisory
Entity Formation & Structuring
Retirement & Estate Planning Coordination

Chicago, IL Clients, Handled

Florida-based, nationally experienced. We keep Chicago, IL businesses accurate, compliant, and tax-ready year-round, secure portal by default, on-site when it matters.

FAQ

Questions &
Answers

Get answers to the most common questions about our accounting, tax & advisory services in chicago, il services.

Ask Us Directly

No. We work with Chicago clients remotely as our default, and most communication happens through our secure portal and video meetings. Our Fort Lauderdale office hosts in-person meetings when clients travel to Florida.

Yes. A meaningful share of our practice is US-inbound clients, expatriates, and multi-state operators. We handle SALT nexus, foreign-entity structuring, and FBAR/FATCA compliance in-house.

We scope each engagement based on complexity and deliverables, not on hourly block-billing. Most small-business bookkeeping engagements start in the low hundreds per month; tax and advisory pricing is quoted up-front after the discovery call.

Yes, we onboard new clients year-round, though we cap new tax-season engagements in February to protect quality. Reach out early if you're planning a major transaction or change in structure.

Most Chicago clients use our secure portal for document exchange and chat. Quarterly reviews happen by video call. On-site visits to Chicago, IL are available for larger engagements.

Ready to upgrade your Chicago back office?

Schedule a confidential consultation. We'll review your current accounting and tax setup, identify immediate wins, and outline a clear engagement scope, all at no cost.

Schedule Consultation