It Really is About So Much More than Just the Numbers.

Here at Coleman & Associates, we are emotionally invested in your success. As a multi-generation, family-owned firm, Coleman & Associates inherently understands the needs and challenges of small-to-medium size, closely held businesses. We offer a broad range of professional services, such as Accounting, Tax Preparation & Planning, Remote CFO, Financial Consulting, Full-Service Payroll and Financial Statement Preparation. We create a personal, one-on-one approach to doing business.

We are able to assist you in making intelligent business decisions by offering a comprehensive, in-depth analysis of your current financial picture. Our superior financial and tax planning advice enables us to focus on having your long-term objectives met. This personalized approach allows us to get to know your business intimately, so together we can develop a custom-designed plan that best suits your unique situation.

We strive to build and preserve a relationship with you that is deeply rooted in trust and familiarity so that we can be responsive to, and even anticipate, your changing business needs and goals. You can depend on us as if we were family, that’s how we think of you.

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Business Taxes Blog

Accelerate your retirement savings with a cash balance plan

October 19, 2017

Many business owners are so focused on their business that they neglect retirement planning. If you’re among them, setting up a cash balance plan for your business can turbocharge your retirement savings.

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Individual Taxes Blog

A Crummey trust can preserve the annual gift tax exclusion

October 19, 2017

If you want to make annual exclusion gifts to loved ones but retain some control over when they use the gifted assets, consider a Crummey trust.

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8745 W. Higgins Rd, Suite 360 • Chicago, IL 60631
Phone
773.444.3100 • Fax 773.444.3111
Email: info@colemancpas.com