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Monthly & Quarterly Accounting Services; General Leger Maintenance; Payroll & Sales Tax Planning; W-2 & 1099 Preparation; Compilation, Review & Audit Services; Annual Report Service

OMB A-133 Audits; Employee Benefit Plan Audits; ESOP Companies and Plan Engagements; Agreed Upon Procedures Engagements

Financial Statement Analysis; Strategic Planning; Process Development, Implementation, Monitoring; ERP Solutions; CRM; Custom Software

Representing companies & individuals before the IRS, IL Dept. of Revenue, Dept. of Employment Security and other state revenue departments. Representation for Governmental Agency Tax Audits; Sales and Use Compliance and Consulting

Global Tax Compliance; IC-DISC Export Incentive; Foreign Subsidiary Planning; Expatriate Consulting; Cross Border Tax Advising; Transfer Pricing; Foreign Tax Credits Analysis; Enterprise Transformation; Foreign Business Investments.

Specializing in safe harbor 401(k) & cross-tested plan design, non-qualified deferred compensation plans. Retirement Plan Design & Consulting; IRS and DOL Compliance Review; Plan Administration; 401(k) Vendor & Fee Review.

Dedicated to learning about your business and protecting it from unnecessary tax liabilities. Illinois Tax; Multi State Issues (Nexus); Multi State Returns

Tax Planning for High Income Individuals; Trusts, Estates & Gift Issues; Exempt Organizations & Analysis & Reporting of UBIT; Transition Planning; Compensation & Employee Benefits; SALT

ERP Software: SageIntacct, TRAVERSE, OSAS QuickBooks, CRM: Salesforce.com; Other: ServiceMax; BizNet; Nexonia; Avalara; Workforce Go!

Estate & Gift Tax Planning; Buy/Sell Agreements; Business Valuations; Succession Planning; Risk Assessment; Due Diligence; Asset Valuation; Marital Estate Determination

Debt Management; Estate Planning; Education Planning; Tax Planning; Business Planning; Investment Planning; Special Situations; Income Protection and Asset Preservation

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Finding the right accountant to fit the needs of your business, your organization or you, as an individual, is critical. After all, your situation is unique and working with a partner that brings expert advice, timely reports and fresh ideas is not a decision to take lightly.

Whether you are just starting out or looking to take your business to the next level we welcome the opportunity to learn more about you and provide a comprehensive proposal.

Next Level Thinking

Efficient financial management directly translates into informed business decisions, regulatory compliance, better forecasting, and overall a well-managed organization. By implementing a solid growth strategy, your organization can focus on its strengths, identify ways to fix its limitations, correct system bottlenecks, and expand on its core business processes.

Porte Brown wants to take you from average to Awesome!

How Can We Help?

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We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

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845 Oakton Street
Elk Grove Village, IL 60007
(847) 956-1040 phone
(847) 956-6780 fax
info@portebrown.com

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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services℠ ** Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.