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BM Accounting and Tax, Inc. BM Accounting and Tax, Inc.
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Professional Accounting & Tax Services in Chicago
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.
Services
Bookkeeping Tax Preparation QuickBooks Support Financial Reporting Tax Planning
Served areas
  • Chicago
Highlights and features
  • We offer 20+ years of combined CPA experience in Chicago's financial landscape
  • Our team holds elite QuickBooks ProAdvisor certification with annual recertification
  • We provide tailored solutions for small business tax and bookkeeping needs
  • Our clients highlight our responsiveness and ability to resolve complex financial issues
  • We guarantee transparent communication and personalized service for every client
Associations and certifications
  • QuickBooks ProAdvisor Elite Program
  • Certified Public Accountant (Illinois)
Payment methods
  • Cash
  • Debit cards
  • Credit cards
What people say
Expert QuickBooks help Responsive service Effective problem-solving Knowledgeable CPA Personalized attention
Website
Services
Monthly Bookkeeping
Our monthly bookkeeping service maintains accurate financial records using QuickBooks Online. We track income and expenses, manage accounts payable/receivable, and generate reports to support informed business decisions. Clients receive organized financial data that streamlines tax preparation and compliance.
Tax Preparation
We prepare individual and business tax returns including 1040, 1065, 1120S, and 1120 forms. Our service includes identifying deductions, ensuring compliance with tax laws, and providing strategic planning to minimize liabilities for Chicago-based businesses and individuals.
QuickBooks Support
As a QuickBooks ProAdvisor Elite member, we offer setup, cleanup, and ongoing support for QuickBooks Online. Our services include system configuration, error resolution, and training to help businesses maintain accurate financial records and improve accounting efficiency.
Financial Reporting
We generate comprehensive financial reports including balance sheets, income statements, and cash flow analyses. These reports provide business owners with clear insights into financial health, supporting strategic decision-making and compliance requirements.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic timing of income/expenses, retirement contributions, and credit utilization. We help businesses navigate Chicago's specific tax regulations while maintaining compliance with federal and state requirements.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, tax preparation, QuickBooks support, financial reporting, and tax planning services tailored to Chicago small businesses.
Are you available for emergency accounting assistance?
Yes, we offer emergency services for urgent accounting needs with same-day response available for critical issues.
How do you handle tax preparation for different business structures?
We prepare returns for all structures including sole proprietorships, partnerships, S-Corps, and C-Corps with customized tax strategies for each entity type.
What QuickBooks experience do you have?
We are a member of the QuickBooks ProAdvisor Elite Program with annual recertification, providing expert setup, cleanup, and ongoing support for QuickBooks Online users.
Do you serve businesses outside Chicago?
We primarily serve Chicago and immediate suburbs, but can provide remote accounting services for clients using QuickBooks Online across Illinois.
How do you ensure client confidentiality?
We maintain strict confidentiality through secure cloud systems, encrypted communications, and adherence to professional accounting ethics standards.
Reviews (5)
Lici
Dec 12, 2024 Report
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 Report
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 Report
Leo was a great help to our company! He was able to answer all of the questions we had and did so in a way that was easy to understand. I highly recommend Leo to anyone who is having QuickBooks issues or really any accounting issues in general.
Joel
Mar 17, 2024 Report
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 Report
I was very pleased with Leonardos professional service. He responded to my call and helped me on a weekend. He was knowledgeable and I would recommend him to anyone.