Business Details
Your Trusted Partner for Accounting and Tax Solutions in Chicago
At Benjamin & Birkenstein, we position ourselves as strategic partners dedicated to helping businesses adapt to evolving market conditions. Our firm specializes in tax planning, client accounting services, and peer review solutions, with a focus on delivering actionable insights that drive profitability and reduce risk. With decades of combined experience, our professionals work closely with leadership teams to interpret economic trends, refine financial processes, and implement growth-oriented strategies. We prioritize understanding each client's unique critical success factors and key performance indicators to provide tailored recommendations.Our lifecycle management approach supports organizations through every stage of growth, from early-stage survival to exit planning. We emphasize proactive tax strategies, multi-state compliance, and customized financial reporting to optimize decision-making. Our commitment to quality extends to peer review services that enhance accounting practices for CPA firms. By combining technical expertise with industry-specific knowledge, we aim to be a trusted advisor that evolves alongside our clients' needs.
Services
Tax Solutions
Client Accounting Services
Multi-State Taxes
Peer Review
Succession Planning
Wealth Transfer Strategies
IRS Representation
Accounting Systems Support
Audit Preparedness
Payroll Tax Filings
Highlights and features
- We offer 30+ years of combined experience in tax planning and accounting services
- Our lifecycle management approach adapts to evolving business needs at every stage
- We provide customized financial reporting tailored to specific client requirements
- Our peer review specialists enhance accounting quality for CPA firms nationwide
- We implement proactive multi-state tax strategies to minimize compliance risks
Services
Tax Solutions
Our tax solutions focus on strategic planning to optimize clients' financial positions. We analyze federal, state, and local tax requirements while identifying savings opportunities through credits, deferrals, and entity structuring. Our team provides comprehensive return preparation and IRS representation services.
Client Accounting Services
We offer scalable accounting solutions from partial outsourcing to full department management. Our services include financial reporting, payroll processing, tax filings, and customized KPI tracking to help businesses focus on core operations while maintaining accurate financial records.
Multi-State Taxes
Our multi-state tax expertise helps businesses navigate complex SALT regulations. We identify compliance risks, optimize tax positions, and implement strategies to manage cross-state operations while minimizing liabilities and ensuring timely filings.
Peer Review
As peer review specialists, we evaluate accounting firms' practices to enhance quality and compliance. Our reviews include process assessments, procedural updates, and recommendations to improve efficiency while meeting professional standards for auditing and attestation services.
Succession Planning
We develop comprehensive succession plans addressing ownership transitions, wealth transfer, and business continuity. Our approach includes tax-efficient strategies, entity restructuring, and implementation support to ensure smooth transitions during leadership changes or business exits.
People
Matt Mitzen
Peer Review Leader
With over 35 years in public accounting and 20+ years leading quality control initiatives, Matt Mitzen specializes in peer review services. He provides expert guidance to CPA firms on improving audit practices and maintaining professional standards.
Questions
What accounting services do you offer?
We provide client accounting services including financial reporting, payroll processing, tax filings, audit preparedness, and customized accounting solutions tailored to business needs.
Do you specialize in multi-state tax compliance?
Yes, we help businesses navigate complex state and local tax regulations, identify savings opportunities, and maintain compliance across multiple jurisdictions.
What is your approach to tax planning?
We develop proactive tax strategies focused on minimizing liabilities, maximizing credits, and optimizing financial positioning for both businesses and individuals.
Do you offer peer review services for CPA firms?
Yes, we conduct peer reviews to enhance accounting quality and provide process improvement recommendations for CPA firms' auditing practices.
How do you support business succession planning?
We assist with exit strategies, wealth transfer planning, and transition management to ensure smooth ownership transfers and long-term business sustainability.
