Business Details
49 Years
experience
Your Trusted Partner for Accounting & Financial Services
Lifestyle Financial Service has been providing professional accounting and financial services since 1977, serving businesses locally in the Chicago area and internationally across 13 states and multiple countries. Our team of trained accountants and tax preparers delivers accurate financial statements, tax returns, and customized reporting tailored to each client's unique needs. We prioritize confidentiality, data security, and direct professional oversight, ensuring all documents meet the rigorous standards required by banks, creditors, and tax authorities.Our services extend beyond basic bookkeeping to include payroll processing, mobile notary services, and comprehensive financial consulting. With decades of experience across diverse industries, we offer personalized solutions that support business growth while maintaining strict adherence to accounting best practices and regulatory compliance.
Services
Bookkeeping
Payroll Processing
Tax Preparation
Mobile Notary Services
Financial Consulting
Details
- Year established: 1977
Highlights and features
- We've provided accounting expertise since 1977 with trained professionals handling all work
- Our financial statements meet strict requirements of banks and tax authorities
- We offer personalized service with direct professional oversight of every document
- We maintain strict data security with no cloud storage of client information
- Our services span 13 states and international markets with customized solutions
Services
Bookkeeping
Our bookkeeping services maintain accurate financial records with monthly data analysis of receipts, disbursements, receivables, and payables. We generate balanced books with supporting ledgers, bank reconciliations, and corrected balances. All work is completed in-house with strict data security measures protecting client information.
Payroll Processing
We handle complete payroll management including check issuance, tax filings, and regulatory compliance. Our services cover all payroll tax deposits, unemployment tax returns, and W-2/1099 form preparation. Businesses benefit from accurate, timely payroll processing that reduces administrative burdens and ensures compliance with federal and state regulations.
Tax Preparation
We prepare comprehensive tax returns for businesses and individuals including income tax, payroll tax, and sales tax filings. Our services cover federal, state, and local tax requirements with options for tax planning and pension plan implementation. All returns bear our firm's name, demonstrating professional accountability to tax authorities.
Mobile Notary Services
Our Illinois Notary Publics provide mobile notary services for mortgage documents and legal instruments. We offer on-site signings at client locations or secure office environments with identity verification and document authentication. Services include document receipt via fax/email but exclude remote signings or legal advice.
Financial Consulting
We offer financial consulting services covering business appraisals, investment planning, retirement strategies, and tax shelter analysis. Our expertise extends to inventory control systems, office systems implementation, and cash flow projections. Services are tailored to support business growth and personal financial planning needs.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, financial statement preparation, and tax filing services tailored to small business needs with personalized professional oversight.
Do you handle payroll tax filings?
Yes, we manage all aspects of payroll processing including tax deposits, W-2/1099 forms, and federal/state unemployment tax filings.
Are your financial statements acceptable to banks?
Our financial statements meet the requirements of banks, creditors, and tax authorities with all documents bearing our firm's professional certification.
Do you offer mobile notary services?
We provide mobile notary services for mortgage documents and legal instruments with Illinois Notary Public verification and identity confirmation.
What areas do you serve?
We serve businesses in Chicago Heights, 13 U.S. states, and international clients in England, Mexico, and select Middle Eastern and African countries.
What are your office hours?
Our regular office hours are Monday, Tuesday, Thursday, and Friday from 9am-4pm with appointments available outside these times.
