Business owners
Review entity structure, owner compensation, projected results, major purchases and upcoming transactions. Coordinate the business return with the owners’ personal tax picture.
Business tax preparation →PLAN BEFORE THE DECISION
Strategic Tax Planning Services
Your return reports what happened. Planning helps you understand your options before the next decision is made.
Work with Kyle Nader, CPA, to connect your income, business and investments with a practical tax strategy. Based in Third Lake, IL, serving clients virtually in all 50 states.
Discuss your tax strategy →WHY PLANNING MATTERS
Timing changes the conversation.
A property sale, business acquisition, compensation change or major investment can create tax questions long before a return is due. Bringing your CPA into the conversation early gives you time to compare options, gather records and coordinate with your other advisors.
Proper planning also helps you anticipate cash needs, organize documentation and understand the tradeoffs behind a decision. A strategy should fit your overall finances, not simply produce a deduction.
Planning built around your situation.
Real estate investors
Discuss acquisitions, sales, depreciation records, property partnerships and the questions that need to be resolved before closing. Coordinate with legal counsel and qualified intermediaries where appropriate.
Real estate tax support →Individuals & families
Connect employment income, equity compensation, investments, retirement decisions and multi-state activity. Plan around changes in your income and life circumstances.
Personal tax preparation →OUR APPROACH
From questions to an actionable plan.
Understand your goals
Discuss your current situation, upcoming decisions, timing and priorities. Agree on the scope and fee.
Review the full picture
Gather relevant returns, income projections, entity information and transaction documents through secure onboarding.
Evaluate your options
Compare the relevant scenarios, assumptions, documentation needs and potential tradeoffs within your engagement.
Coordinate next steps
Identify responsibilities and timing, coordinate with your other advisors and revisit the plan when circumstances change.
When should you reach out?
- Before selling a business or rental property
- When starting a business or changing ownership
- Before major compensation, investment or retirement decisions
- When moving or earning income in multiple states
- When income changes materially or you want a year-end review
Contact us early enough to evaluate your options before a transaction or deadline.
Planning questions, answered.
Is tax planning included in return preparation?
Dedicated planning is a separate engagement unless expressly included in your scope. We confirm the work and fee before beginning.
How much does planning cost?
Planning is quoted according to the complexity of your situation, the decisions involved and the work required. See our preparation pricing for context, then request a planning quote.
Will a plan guarantee tax savings?
No. Outcomes depend on your facts, eligibility, applicable law and implementation. We evaluate potential benefits alongside costs, cash flow and your broader goals.
Can we work together outside Illinois?
Yes. We serve clients virtually in all 50 states and discuss applicable state filing and planning needs during onboarding.
Prepare for a better planning conversation.
Start with your prior return, a summary of current income, your business or property ownership and the decisions ahead. Please use our secure onboarding process for sensitive documents.
Make your next decision with a clearer tax picture.
Tell us where you are today and what you’re planning next.
Connect your tax strategy with your legacy.
Business ownership, property and family priorities can intersect with estate decisions. Explore KFN’s estate planning and tax advisory services and how we coordinate with your estate attorney.
ILLINOIS ROOTS. ALL 50 STATES.
Strategic Tax Planning for Lake County and Cook County.
Based in Third Lake, IL, KFN works with clients in Grayslake, Libertyville, Gurnee, Mundelein and surrounding Lake County communities. We also serve Chicago, Evanston, Skokie, Northbrook, Glenview, Arlington Heights, Palatine and Schaumburg through virtual appointments.
Discuss your strategic tax planning needs with a CPA-led firm serving clients in all 50 states. Explore our service area or get in touch to confirm the scope that fits your situation.