Tax preparation and planning

The value is not completing the return. It is seeing the decision while there is still time to make it.

Name: D&J Accounting & Tax Services, Ltd.
Address: 4950 North Harlem Avenue, Harwood Heights, IL, 60706, US
Telephone: (773) 237-7400

Because D&J maintains the accounting for many of the same clients whose returns it prepares, planning happens during the year — not in April, when the options have already closed.

Request a tax review If a notice has already arrived

Business returns

Federal and Illinois business tax filings
Entity-tax planning and elections
Owner compensation and distribution planning
Estimated-tax calculations and scheduling
Payroll-tax considerations tied to the filings
Depreciation and equipment timing
Prior-year, late and amended returns
Multi-entity and related-party filings

Individual returns

Federal and Illinois individual tax filings
Owner and household planning reviewed together
Estimated payments and withholding adjustments
Investment, rental and pass-through income
Multistate filings where applicable
Life and business transitions
Prior-year and amended returns
Support for lender or agency requests

Planning calendar

When decisions are actually available

Most of what changes a tax result has to happen before the year ends. This is the sequence D&J works to.

Prior-year filings and extensions, first estimated payment, and a review of what last year revealed about the structure.

Mid-year profitability check, owner compensation review, and adjustments to estimates before they compound.

Equipment and capital timing, entity election deadlines, retirement-plan decisions, and a projection of the year.

Final planning window — timing of income and expense, distributions, payroll true-ups, and documentation cleanup.

General information, not advice

Nothing on this page is tax advice for a specific situation. Tax outcomes depend on your facts, records and periods, and no particular saving or refund can be promised.

Next step

Start the tax intake

Tell us whether the filing is business or individual, which periods are involved, and whether prior years are outstanding. We will confirm what is needed and what it will cost before work starts.

Request a tax preparation and planning review

Tell us whether the return is individual or business, and which periods are involved.

Name

Business name (if applicable)

Phone

Individual or business

Entity type

Industry

Approximate annual revenue

Accounting platform

Tax years involved

Preferred consultation method

Primary concern

I understand this form is for initial contact only, that I should not send Social Security or employer identification numbers, tax returns, notices, payroll records, bank statements or financial statements through it, and that D&J may contact me about my inquiry.

Sensitive documents are exchanged through ClientHub, not this form. Nothing submitted here creates an engagement until scope and fees are confirmed in writing.

Next step

Filing is a deadline. Planning is a decision — and it has its own calendar.

Work with Joaquin Gonzalez, CPA and D&J for business accounting, CFO guidance, tax planning, and experienced representation throughout Chicagoland.

Request a tax review IRS representation Or call (773) 237-7400