Business Details
40 Years
experience
Trusted Tax Preparation & Accounting Services in Oakbrook Terrace
Daniel J Brown CPA, CPA, has dedicated over 25 years to providing comprehensive tax and financial services. With a career spanning roles at national accounting firms and corporate controller positions, I bring deep expertise in tax preparation, IRS representation, and strategic financial counseling. My practice focuses on personalized solutions for individuals, businesses, and estates, addressing complex issues like business start-ups, divorce settlements, and retirement planning.Clients benefit from secure document submission options and a commitment to staying current with evolving tax laws, including the Tax Cuts and Jobs Act. My approach emphasizes long-term relationships, evidenced by multi-generational client loyalty and continued service for clients relocating across states or internationally. I prioritize client education to prevent costly tax oversights, ensuring informed decisions that align with their financial goals.
Services
Tax Preparation
IRS Representation
Estate Tax Planning
Retirement Planning
College Planning
Tax Law Consultation
Document Secure Transfer
Financial Counseling
Tax Audit Assistance
Details
- Year established: 1986
Highlights and features
- We offer 25+ years of specialized tax expertise and personalized service.
- Our IRS representation ensures clients avoid direct confrontations with tax authorities.
- Secure document submission options protect client confidentiality and convenience.
- Multi-generational client relationships demonstrate long-term trust and satisfaction.
- Proactive tax law updates help clients capitalize on legislative changes like QBI deductions.
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including income tax returns, estate tax filings, and trust tax documentation. We analyze client circumstances to optimize deductions, credits, and filing statuses while ensuring compliance with federal and state regulations. Our expertise covers complex scenarios like self-employment income, international assets, and retirement account distributions.
IRS Representation
Professional IRS representation for audit cases and tax disputes. We handle all communications with tax authorities, review audit findings, and negotiate resolutions to minimize liabilities. Our services include preparing supporting documentation, attending meetings on behalf of clients, and challenging incorrect assessments while maintaining strict compliance with tax codes and procedures.
Estate Tax Planning
Specialized estate tax planning and compliance services, including preparation of Form 706 and trust income tax returns. We help clients implement strategies to reduce estate tax burdens through trust structures, portability elections, and charitable giving while addressing administrative efficiencies for combined tax filings.
Retirement Planning
Strategic retirement planning services focused on tax-efficient savings vehicles and distribution strategies. We advise on IRA conversions, required minimum distributions, and qualified business income optimization while addressing implications of tax law changes like the SECURE Act on retirement accounts and estate planning.
Business Start-up Counseling
Tailored tax counseling for new businesses covering entity selection, deductible expenses, and compliance requirements. Our services include evaluating S corporation vs. LLC structures, setting up accounting systems, and identifying tax credits to maximize savings while ensuring adherence to payroll and income tax regulations.
People
Daniel J Brown CPA
CPA, Owner
Daniel J Brown CPA founded his CPA firm in 1986 after working at a national accounting firm and serving as a corporate controller. He holds degrees from The Ohio State University and is a member of AICPA, National Society of Accountants, and National Association of Tax Professionals. Active in community finance committees, he specializes in tax law changes and complex financial planning.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, IRS audit representation, estate tax planning, retirement planning, and business start-up counseling with expertise in complex tax scenarios.
How can you help with IRS audit cases?
We handle all IRS communications, review audit findings, and negotiate resolutions while protecting client interests through documented evidence and tax code compliance.
What tax law changes impact clients most?
Key changes include Qualified Business Income deductions, SALT deduction limits, SECURE Act retirement provisions, and eliminated personal exemptions affecting itemized deductions.
How do you securely receive client documents?
Clients can use encrypted email, USPS, FedEx, UPS, fax, or in-person drop-off for secure document submission while maintaining confidentiality.
Do you serve clients outside Chicago?
Yes, we serve clients nationwide through secure electronic document sharing and phone consultations while maintaining the same service quality as local clients.
What makes your tax planning approach unique?
We combine 25+ years of experience with personalized analysis of clients' financial situations to create proactive strategies that minimize tax liabilities and maximize long-term savings.
Reviews (2)
Colin H.
May 07, 2014
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Daniel was our first human tax assistant (and not a CD!). Any concerns we might have had quickly vanished when we learned that he was polite, professional and very knowledgeable. More so, he is a gentleman, and someone we would choose to work with. He did a great job with our tax return and we were completely satisfied. You have new loyal customers in us.
Rob W.
Jan 24, 2013
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Dan has assisted my mom for several years on her taxes and has also managed some financial assets as well. He is reliable, helpful and accurate - always accessible when needed as well. His advice and direction regarding my mom's retirement portfolio was well planned and thought out.
