Featured insight
Essential considerations for year-end tax planning and the season ahead
Read the guidanceChicago, Illinois
Office hours
Monday – Friday · 9:00 am – 5:00 pm
Saturday · By appointment
Sunday · Closed
- Licensed Certified Public Accountant (Illinois)
- Member, American Institute of CPAs (AICPA)
- Member, National Association of Tax Professionals
- Direct access to the CPA on every engagement
Please note: our firm does not perform audits. We focus on accounting, tax, and advisory work for individuals and closely held businesses.
Featured — Tax Policy
Year-end tax planning: what to review before December 31
Entity elections, retirement contributions, equipment purchases, and estimated payments all move the needle — but only if they are addressed before the calendar closes. Our staff walks clients through each item during planning season.
Talk to our teamFeatured — Client Advisory
Clean books, confident decisions
Reliable monthly closes give owners and lenders a defensible picture of the business. We handle reconciliations, the general ledger, and reporting so leadership can plan from real numbers.
Explore servicesInsights & guidance
What our clients are asking about
Article
Responding to an IRS or Illinois notice: a practical sequence
What the notice means, what to send, and what deadlines actually matter.
Guide
Choosing an entity structure for a growing business
Sole proprietorship, S corporation, or partnership — and the tax consequences of each.
Checklist
Records to gather before your return is prepared
A short list that keeps preparation moving and reduces follow-up requests.
Industry experience
Navigating diverse business landscapes
Our understanding of how different sectors actually operate allows us to tailor our work to your specific needs — delivering practical financial guidance that supports the decisions in front of you.
Explore industriesAbout us
SLD & Associates at a glance
Dedicated, hands-on service, deep industry experience, and the full range of accounting, tax, and advisory capabilities — that is what clients get when they work with our team.
- 25+
- Years serving Illinois clients
- 6
- Core service lines
- 50
- States we can file in
- 1:1
- Direct CPA access on every engagement
Services
Versatile service offerings
Accounting
Ongoing, accurate books — reconciliations, general ledger maintenance, payables and receivables, and clean month-end closes.
Tax Preparation
Individual and business return preparation handled by a CPA, with attention to every credit and deduction you're entitled to.
Tax Planning
Proactive, year-round planning so your tax position is a decision you make — not a surprise you receive.
Payroll Support
Dependable payroll processing and filings that keep your team paid and your agency deadlines met.
Financial Statements
Clear compilations and reporting that give you, your bank, and your partners a reliable picture of the business.
Advisory & Notices
Practical guidance for business decisions, plus help responding to IRS and state notices with confidence.
What to expect as a client
- 1
Introductory call
We start with a short conversation about your situation — what you file, what you own, and what is on your mind. No obligation and no sales pressure.
- 2
Documents and scope
You receive a written scope and a checklist. Records come in securely through the client portal or in person at our Chicago office.
- 3
Work performed by a CPA
Our CPA prepares the books and the return. Questions are asked in plain language, and nothing is filed until you have reviewed it.
- 4
Year-round follow-up
After filing, we stay reachable for notices, estimated payments, and planning decisions — not just during tax season.
Areas served
Chicago, Evanston, Oak Park, Skokie, Naperville, Schaumburg, Oak Lawn, and the greater Chicago area — with remote service available statewide.
- • Chicago
- • Evanston
- • Oak Park
- • Skokie
- • Naperville
- • Schaumburg
- • Oak Lawn
- • Greater Chicago
Let’s talk
Ease your mind. Get in touch today.
Call (312) 778-5780 or send a message and our staff will follow up personally.