For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Four Tips For Chicago Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Chicago into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Chicago who are paying attention (because let's be...

Six Key Year-End Tax Moves That Chicago Folks Should Consider

Do you see that train barrelling towards the station? The one with "2018" all over it? This calendar year is about to change in under three weeks, and most people I know couldn't be happier about the fact.But what that means for our Chicago clients and friends here at...

3 More Reasons Why More Chicago Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Chicago who trust us with their most sensitive financial details -- and we don't take that...

3+ Reasons Why Chicago Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Chicago office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

Abdalla Alyousef’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters.And this year, there are LOTS of things to consider as we approach 12-31-18.Because yes -- the standard deduction this year has been significantly increased, and...

Filing Late On Taxes? You Might Actually Be Among Chicago’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

The Behavior Profile of Our Chicago Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

The Joys Of Providing Professional Tax Services To Chicago

Well, our primary work for this tax season in Chicago has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Chicago, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

Abdalla Alyousef’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Chicago is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around...

Abdalla Alyousef’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!