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


LET'S GET STARTED

We have a team of skilled CPAs. A full suite of attestation and audit services. We’re here to help you.


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.

Windroot is Different

A leading advisory, tax and assurance firm dedicated to building long-lasting relationships and helping you win now and anticipate tomorrow. We have only one agenda: Yours. Review strategies to help you strengthen your business’s financial health so you can create stability and prepare for the future.

Services Tax Preparer Accountant Controller CFO Windroot

Tax Planning &
Preparation

A/R & A/P
Month End Closing
Financial Reporting
Cash Flow & Budgeting
ERP Software Implementation
Strategy & Funding

The right team and tools for your business.

When you become a Windroot client, you receive personalized guidance on ways to improve your business, in addition to customized accounting and tax services. We create genuine relationships and meaningful experiences with our clients to solve their most pressing problems and seize opportunities.

commited to


Client Satisfaction

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

Want to know more?

Find out how Windroot can help your business grow.

Windroot Document Portal

The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.

Need Help? Contact us here

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We're Here To Assist You

Something isn’t Clear?

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