We know tax planning and preparation is not how you want to spend your time when it comes to building an innovative startup business or craft brewery.

We don’t just take your financials and start completing and filing returns. We’ll review past and recent returns, talk about present concerns and goals, and work with you to determine planning and tax preparation needs for the future. Only then – if you feel your needs have been met – will we put together our engagement letter and fixed-rate fees for our services.

At Lance CPA Group, we use the right cloud-based solutions and tools to streamline the necessary processes, procedures and paperwork.

We make tax planning and preparation as simple and stress-free as possible. Plus, we manage it all proactively to maximize deductions and credits as well as to help avoid surprises throughout the year.

Here is how we do it better

Virtual Management

You’re busy, and we know it. If you prefer to meet face to face here in Chicago, we can meet personally to talk “taxes.” But we can just as easily handle it all virtually via Skype, phone, or email. After all, we have clients based throughout the United States, so this is typically how we do business. If possible, we encourage you to “go virtual” and use the time you save to focus on your priorities.

Needs Assessment

We’ll review past and recent returns, talk about present concerns and goals, and work with you to determine planning and tax preparation needs for the future. In reviewing past returns, we may spot errors or opportunities to do something differently and better.  Our goal is to let you know what we can really do for you. With Lance CPA Group the commitment, costs and end product are always crystal clear.

Purposeful Communication

Part of the tax-prep process involves our firm educating you about what’s happening and why, as well as what to expect well before a tax deadline. Working proactively, before the year’s end, is simply a smart tax planning and prep strategy. It’s our best effort to give you what you need to know well before you need to know it. Come a tax deadline, this approach also minimizes the risk of error and helps ease unnecessary tax stress.

We don't fee like we are doing our job unless yours is getting easier.