Individual
Tax

Gaining


Peace of Mind

You work hard for many reasons. Family. Success. Passion. And you deserve to reap every benefit that comes from working hard. Especially when that could mean more money in your pocket. But are you? Are you making the most of the tax and financial strategies available to you? You simply don’t have time to track tax law changes and calculate your individual tax liability. It’s another job you don’t need. So let us.

We get to know you. We ask about your life. Your goals. We create effective strategies. We make your success, our priority. We answer your questions. We run projections, evaluate your tax exposure, and keep you on track to hit your goals. That’s not all. We give you time. Time with family. Time to focus on your business. Time to do what you enjoy.

GOING BEYOND BASICS


OUR Individual TAX SERVICES

  • Federal, State & Local Tax Return Preparation
  • Tax Compliance
  • Tax Projections
  • Income, Investment, Gift & Trust Consulting
  • Financial Review & Analysis
  • Estate Planning
  • IRS Representation
  • Tax Minimization Strategies, Planning & Analysis


WHO WE SERVE

Our firm is in Schaumberg, IL. Most of our clients are located in the surrounding areas. But our reach expands across all 50 states.

Let Windroot Help You

Get the attention and expertise you deserve.

Contact us if you're ready to get started or would like more information regarding our payroll services.

small business consulting services

commited to


Client Satisfaction

Last year, 1000+ small business owners connected with Windroot to save time, money, and stress.

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