Business Details
27 Years
experience
Trusted Accounting & Tax Services in Chicago
Joseph I. David has provided accounting, auditing, and tax services to individuals, small businesses, and nonprofit organizations since 1999. Our firm combines 25 years of industry experience with cutting-edge technology to deliver customized financial solutions. We specialize in serving beauty industry professionals, healthcare providers, real estate firms, and technology companies while maintaining a client-centric approach. Our team of certified professionals offers advisory services, virtual bookkeeping, and tax planning expertise to help clients navigate complex financial landscapes. We prioritize transparency, attention to detail, and long-term client relationships built on trust and reliability.Our Chicago-based practice serves clients nationwide through secure cloud-based platforms and personalized service. We maintain affiliations with the American Institute of Certified Public Accountants and Intuit's QuickBooks Pro Advisor Program to ensure technical excellence. Our founder's 30 years of tax and financial services experience informs our strategic approach to client challenges. We focus on delivering actionable insights that help businesses grow while maintaining compliance with evolving regulations. Our commitment to quality has earned recognition from both clients and industry peers.
Services
Tax Preparation
Virtual Bookkeeping
Business Advisory
Audit Services
Payroll Tax Filing
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of accounting experience with cloud-based technology integration
- Our team includes a licensed CPA with 30 years of tax services expertise
- We provide industry-specific solutions for healthcare, beauty, and real estate sectors
- Our virtual bookkeeping services combine automation with personalized CPA oversight
- We maintain active affiliations with major accounting professional organizations
Associations and certifications
- American Institute of Certified Public Accountant
- Illinois CPA Society
- National Association of Tax Professionals
- Intuit QuickBooks Pro Advisor Program
Services
Tax Preparation
Our tax preparation services cover individual, business, and nonprofit needs with expert compliance and strategic planning. We handle multi-state filings, payroll taxes, and sales tax reporting while identifying legitimate savings opportunities. Our CPAs stay current with evolving regulations to ensure accurate returns and minimize audit risks.
Virtual Bookkeeping
Cloud-based bookkeeping solutions provide real-time financial visibility while reducing administrative burdens. Our system includes dedicated accountant support, payroll processing, and sales tax management through secure platforms. We deliver customized reporting that helps business owners make informed financial decisions.
Business Advisory
We offer strategic advisory services covering budgeting, forecasting, and operational efficiency improvements. Our team helps businesses implement effective financial controls and performance metrics. We provide data-driven insights to support growth planning and technology implementation decisions.
Audit Services
Our audit and assurance services enhance credibility with lenders and investors through independent financial statement evaluations. We conduct comprehensive audits, reviews, and compilations with minimal business disruption. Our approach emphasizes internal control improvements and regulatory compliance.
Payroll Tax Filing
Complete payroll tax processing includes calculation, withholding, and filing of federal, state, and local tax requirements. We ensure compliance with changing regulations while maintaining accurate employee records. Our system integrates with accounting platforms for seamless financial management.
People
Joseph I. David
Founder & CPA
Joseph David is a licensed CPA with 30 years of tax and financial services experience. He founded the firm in 1999 after working at a mid-sized Chicago CPA firm. He holds degrees from DePaul University and Northern Illinois University, specializing in taxation. He serves on the Illinois CPA Society and AICPA.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, financial reporting, audit services, and tax preparation for individuals and businesses.
Do you specialize in specific industries?
We have particular expertise in serving healthcare providers, beauty industry professionals, real estate firms, and technology companies.
How do virtual accounting services work?
Our cloud-based platform allows secure document sharing and real-time financial tracking while our team manages your accounting remotely.
What tax services do you provide?
We handle individual and business tax returns, multi-state filings, payroll tax compliance, and strategic tax planning to minimize liabilities.
How can advisory services benefit my business?
Our advisory team helps with budgeting, forecasting, performance metrics, and technology implementation to support business growth and efficiency.
