Book a time with our onboarding team.
Choose a time below for a free 30-minute conversation about the tax, accounting, or advisory support you need. Built for business owners, real estate investors, and high-income households who want more than a once-a-year return. No pressure or obligation.
Choose a timePrefer to talk right now? Call (217) 788-0750
What to expect
A friendly 30 minutes to get to know your situation, hear what you’re looking for, and answer any questions. From there, we’ll send a tailored proposal that fits what you actually need.
A note on how we work: tax preparation, monthly accounting, and entity setup are available on their own. Proactive tax planning comes paired with prep and ongoing support, so your strategy stays coordinated year-round.
Clients who get the most from Taxstra typically have business, rental, multi-state, or equity income, or a household return complex enough that proactive planning pays for itself. Simpler situations are welcome too; we'll match you to the right service level.
Questions we’ll answer
- What services do you offer and what level is right for me?
- How can Taxstra help reduce my specific tax burden?
- What will a tax planning engagement look like?
- How much will your services cost given my situation?
No judgment. No confusing jargon. Just clear, honest answers and a secure, digital-first process. If we’re not the right fit, we’ll tell you, and point you in the right direction.
1,000+
clients served
All 50
states, fully remote
Whatever you need, start here.
This call is for everyone. Whether you need a return filed, your books kept, a new entity set up, or a full tax strategy, it is the place to start. Individuals, families, and businesses of every size are welcome.
Tax Preparation
Accurate, thorough filing built for complexity: multi-state returns, rental property, equity compensation, and business entities.
Monthly Accounting & Bookkeeping
Clean books, financial statements, and payroll handled for you, so you always know where you stand.
Entity Formation & Structure
Set up an LLC or S-Corp the right way, or fix a structure that no longer fits your business.
Proactive Tax Planning
Year-round strategy to legally lower what you owe, for anyone who wants more than a once-a-year return.
The 30-minute roadmap.
Talking to a new accountant can be intimidating. Here is exactly what happens from the moment you book until we start working together.
Pre-Call Analysis
Before we even dial your number, we review the details you provided (entity type, industry, and state) so we have relevant strategies ready.
The Diagnostics
Minutes 0 to 15: we ask about your pain points. Overpaying? Bookkeeping a mess? Worried about an audit? We identify the immediate fires.
The Prescription
Minutes 15 to 30: we tell you honestly which engagement fits: proactive planning, monthly accounting plus tax, or preparation. If we are not the right firm for your situation, we say that too.
Onboarding & Launch
If we’re a match, you get a digital proposal within 24 hours. Sign, pay the deposit, and upload prior returns in our portal.
Common questions.
Is the initial consultation really free?
Yes, 100%. The 30-minute consultation is completely complimentary. We use this time to understand your situation and determine if we can add value. There's no obligation to hire us afterward.
What should I have ready for the call?
No preparation is strictly required, but it helps to have a general idea of your current income sources, any business entities you own, and any specific tax concerns you want to discuss. We'll guide the conversation from there.
Do you work with clients outside of Illinois?
Absolutely. We work with clients in all 50 states. Our fully digital process means location is never a barrier, and we handle multi-state filings routinely for anyone with income or property in more than one state.
What if I just need tax preparation?
We prepare returns, and we do our best work where there is real complexity: multi-state income, rental property, equity compensation, or a business entity. If your return is a single W-2 with the standard deduction, we will say so honestly on the call rather than sell you a service you do not need. The free consultation is how we match you to the right level.
Ready when you are.
Whatever you need, it starts with one conversation.