As a Certified Public Accountant in Illinois and a member of the QuickBooks ProAdvisor Elite Program, I offer a comprehensive suite of accounting and tax services tailored to both individuals and small businesses in the Chicago area and its suburbs. My extensive expertise in QuickBooks Online ensures that your bookkeeping is handled efficiently, with a focus on maintaining accurate financial records. I am committed to helping you navigate tax season with ease by offering thorough tax preparation services that maximize your returns and minimize your stress. Whether you are managing a small business or filing as an individual, I provide personalized attention to ensure full compliance with current tax laws and identify all possible deductions.In addition to tax services, I offer monthly bookkeeping to help you stay on top of your financial situation. By entrusting me with your income and expenses, you can focus on growing your business while I ensure your records are always accurate and up to date. My passion for helping clients manage their finances effectively is evident in the strong relationships I build with them. Clients appreciate my responsiveness, professionalism, and the clarity with which I handle complex financial matters. If youre seeking an experienced, reliable accountant to assist with your bookkeeping and tax needs, BM Accounting and Tax, Inc. is your trusted partner.
Served areas
- Chicago
Highlights and features
- Certified Public Accountant in Illinois for reliable service.
- Expert QuickBooks® ProAdvisor Elite Program member.
- Specializing in individual and small business tax services.
- Monthly bookkeeping to keep your finances in check.
- Top-rated bookkeeping firm in Chicagoland by Expertise.com.
- Passionate about helping small businesses grow and thrive.
Payment methods
- Cash
- Debit cards
- Credit cards
Follow us
Services
With my QuickBooks ProAdvisor certification, I specialize in a range of bookkeeping services tailored to your business. From initial setup to ongoing monthly and quarterly reviews, I ensure your financial records are maintained with precision. I also provide hands-on QuickBooks training, empowering you to manage your accounting tasks independently and efficiently, regardless of experience level.
Navigating the complexities of tax laws can be overwhelming, especially with yearly changes. Our tax preparation services provide peace of mind by securing every possible deduction. Whether for individual or business returns, our clients return year after year, confident that they will benefit from expert, diligent service that stays current with evolving tax regulations.
People
Reviews (5)
Lici
Dec 12, 2024
We are a small non-profit. We needed accounting advice and help with correcting some mistakes we had been making with structuring out QB ledgers and balance sheet. Plus we needed help setting up financial management of grants we have recently received. Our very positive experience with Leo consisted of his responsiveness to our request for a proposal, his availability, his ability to describe the plans to attack our problems and a timeline to do it, plus his personal nature which is very pleasant, gracious and thoughtful. I have complete confidence in Leos skills and his professionalism. I recommend him highly.
Jennifer
Aug 23, 2024
We dont know what wed do without Leo! Leo has educated us on Quickbooks in a patient and clear manner, and has helped us clean up the mistakes weve made prior to hiring Leo in our Quickbooks system. We also have Leo help reconcile our ledger and make sure everything balances and is coded correctly at the end of the month (every month). Having Leo and his expertisewe cannot say enough wonderful things about him, his work ethic, and his ability to assist business owners like us who are not CPAs, manage their financial responsibilities in a clear, understandable manner. Thank goodness we found him!
Carly
Jul 07, 2024
Joel
Mar 17, 2024
Leo was a lifesaver for my nonprofit organization helping us balance our books in very timely and efficient manner. He solved major reconciliation discrepancies in our Quickbooks system, which allowed us to generate a financial report required to submit a grant proposal. Leos care, expertise, and professionalism make him a valuable resource. I am glad I am working with him.
Azizat
Jun 25, 2023