Industries · Nationwide · International
Tax, books and insurance built around your industry
Every industry has its own filings, its own risks and its own way of making money. We learn yours first.
From trucking fleets to daycares, law offices to founders and property investors abroad, our office pairs a CPA practice with an insurance agency so your returns, your books and your coverage work together.
- 26industry playbooks
- 50states for tax and accounting
- 47states for commercial auto
- 2004insuring Chicagoland since
Industries we serve
Find your industry
Each page covers the special needs of that industry and how our office handles them, from filings and payroll to coverage.
Transportation and automotive
TruckingYou keep freight moving. We keep IFTA, Form 2290, driver payroll and your cargo coverage current, all from one office.Explore Freight brokers and logisticsYou match loads with carriers. We file your broker authority, write your BMC-84 bond and keep the books that tell you which lanes pay.Explore Limousine and chauffeured transportationYour clients expect a spotless ride. We handle livery insurance, chauffeur payroll and fleet books so you can focus on service.Explore Bus and motorcoachYou move groups safely across town and across state lines. We handle fuel tax, fuel credits, payroll and passenger carrier coverage.Explore Rideshare and delivery driversThe apps pay you, but nobody withholds tax. We track your miles, plan quarterly payments and keep your car properly covered.Explore Car rental and fleet leasingEvery rental adds taxes and risk. We handle rental taxes, fleet depreciation and the coverage that protects your cars and your business.Explore Auto repair and body shopsYou fix cars. We make sure parts and labor are taxed correctly, your techs are paid right and the cars in your bays are covered.Explore Truck and auto partsThousands of SKUs, wholesale and retail customers, sales in many states. We keep inventory, resale certificates and sales tax in order.Explore
Trades and field services
Construction and contractorsEvery job needs a certificate, every sub needs a 1099 and every bid needs real costs. We keep all three ready.Explore Landscaping and snow removalBusy summers, snowy winters and crews that change with the season. We plan cash flow, run seasonal payroll and cover your trucks and equipment.Explore Cleaning and janitorialYour team works inside other people's homes and offices. We keep payroll correct and coverage ready for every client contract.Explore Scrap metal and recyclingPrices move daily, cash moves fast and equipment is heavy. We keep your inventory, cash and coverage under control.Explore
Food and retail
Restaurants and food serviceThin margins, tipped staff and daily sales tax. We reconcile your POS, handle tip reporting and claim the credits restaurants often miss.Explore Grocery and convenience storesDifferent tax rates on the same receipt, lottery and SNAP sales, and cash every day. We make the numbers add up.Explore Retail and e-commerceSelling in one store or fifty states, sales tax follows you. We track nexus, reconcile marketplace payouts and keep inventory accurate.Explore
Care and personal services
Daycare and childcare centersStaffing ratios, state subsidies and food program reimbursements. We keep payroll, books and coverage as dependable as your classrooms.Explore Medical and dental practicesYou care for patients. We handle entity planning, owner pay, equipment and retirement strategy so your practice keeps more of what it earns.Explore Salons, barbers and spasBooth renters, commission stylists and tips all follow different rules. We set them up right and cover your chairs, your staff and your clients.Explore
Professional services
Law firms and attorneysClient trust money is not your money. We keep IOLTA accounts reconciled, partner draws clear and your practice ready for any review.Explore Consultants and professional servicesYour expertise is the product. We choose the right entity, set a smart owner salary and protect you from the claims that come with advice.Explore
Property and nonprofits
Real estate investors and landlordsDepreciation, passive loss rules and a sale that can trigger a big tax bill. We plan every property from purchase to exit and insure it along the way.Explore Property managersYou hold other people's rent and deposits. We keep trust accounting clean, owner statements right and your E&O in place.Explore Nonprofits and religious organizationsDonors, boards and regulators all read your numbers. We keep restricted funds clear, file your 990 on time and protect your volunteers and property.Explore
Global business
Import, distribution and foreign-owned companiesA foreign parent, landed costs and related party pricing. We keep your U.S. company compliant with Form 5472, sales tax and clean books.Explore International foundersYou can build a U.S. company without living here. We form it, get your EIN, keep your books and file every U.S. return on time.Explore International real estate investorsU.S. property can diversify your wealth. We structure the purchase, file every U.S. return and keep your rentals insured while you manage from abroad.Explore
Nothing matched. Call 773-536-9272 and our office will walk you through what your business needs.
How we work
One office for the whole business
01
Industry chart of accounts
QuickBooks Online set up with accounts designed for your industry and entity type, mapped to your tax return.
02
Every filing on a calendar
Income, payroll, sales, fuel and excise returns tracked by our office with reminders before each due date.
03
Coverage that fits the risk
An insurance agency in the same office, so your policies match your payroll, your vehicles and your contracts, including errors and omissions for service businesses.
04
A CPA when problems arise
Notices, audits and big decisions get a CPA who already knows your books and your history.
Next step
Let's talk about your business
Book a time with our office for tax and accounting, or request an insurance quote. Allow one business day for appointment confirmation. Virtual and in person appointments are available.